Add New Item

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).

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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

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What Happens Next

Record status updates per inventory rules; New item appears in the Inventory list

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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.

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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

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Related Pages and Links

Inventory Overview

Roles and Permissions