Add a new inventory stock item from the Inventory page using the Add New Item modal.
Purpose
Explain how to launch and use the Add New Item modal to create a stock item from the Inventory view.
How to Access
Open the main menu → Select Inventory → Stay on the Inventory Overview Tab → Click the Add New Item button (visible only when permitted).
Permissions & Visibility
This tool is only visible if the user has the required permissions. Buttons, actions, and fields may appear or be hidden depending on role.
Workflow Overview
This guide covers the standard workflow: Open Inventory list → Launch Add New Item modal → Enter item details → Save. Variations such as validation errors or permission-based restrictions are noted in the steps.
Step-by-Step Workflow
Access the Inventory Management Section
What the user does: Open Inventory.
What the system displays: Inventory list with Add New Item Button (if permitted).
Outcome: User can start item creation.
Open the Add New Item Tool
What the user does: Click Add New Item Button.
What the system displays: Fullscreen Add Item tool with empty form fields.
Outcome: Form ready for input.
Complete the Add Item Form
What the user does: Enter item details and clicks Add Item
What the system displays: Field validations; errors shown inline if required fields are missing.
Outcome: Item is created and should appear in the Inventory list upon success.
Example form fields:
Field
Improved Description
Mandatory
Code
Internal reference code used to uniquely identify the item
No
Category
Grouping used to organize inventory items
No
Size
Size or unit of measure, where applicable
No
Type
Item type or classification identifier
No
Description
Additional details or notes about the item
No
Location
Current storage location (yard, warehouse, or third-party supplier)
No
Supplier
Supplier or vendor associated with the item
No
Weight
Weight of a single unit, where applicable
No
Hire / Rent Cost
Cost to hire or rent the item per unit
No
Replacement Cost
Cost to replace the item if lost or damaged
No
Selling Cost
Selling price per unit, if applicable
No
Low Level Alert
Minimum quantity threshold that triggers a low-stock alert
No
Total Qty
Total quantity currently recorded in inventory
No
What Happens Next
Record status updates per inventory rules; New item appears in the Inventory list
Permissions Required
Permissions are controlled by these permissions:
Permission needed
Why it matters
inventory-inventory-create
Allows adding new stock items.
inventory-inventory-update
Allows editing stock items (also unlocks the add button).
roles-inventory-admin-enable
Full inventory admin access; shows the button.
roles-super-admin-enable
Full system access; shows the button.
Tips: You only need one of these; the UI shows the button if any match your permissions list.
Troubleshooting
Common visibility or validation issues when adding a new stock item.
Problem
Solution
Cannot see Add New Item Button
Verify create permission for inventory; refresh after role updates
Record not saving
Check required fields and validation messages
Data missing after save
Confirm system preconditions and retry; check inventory filters
