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How Do I Add Inventory?


Adding Inventories allows you to document materials used in a company to carry out tasks and jobs.


  1. On the left side menu, click Inventory.
  2. Click New Stock Item.
  3. Enter the Name, Description, and Quantity.
  4. Choose the Stock Item Type(s) and Machineries from the dropdown options.
  5. Insert the header image of the inventory.
  6. Click Save & Submit.


  1. A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. name, quantity and types.


  1. A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. description, machineries and image.


This is required before you can add an Inventory:

  1. Create the Stock Item Types
  2. Create Machineries

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