> For the complete documentation index, see [llms.txt](https://docs.cloudscaff.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cloudscaff.com/inventory-management/inventory-overview/item-actions-menu.md).

# Item Actions Menu

## Purpose

This menu lets a user choose what to do with one item in the Inventory list. The available actions are Edit, Delete, Duplicate, View Locations, and Movement Log.

***

## How to Access

Open the main menu → Select **Inventory** → Stay on the Inventory Overview Tab → Click the **Gear Icon** button (*visible only when permitted*).

<div align="left" data-with-frame="true"><figure><img src="/files/Y3uG8a4y7xtE10mVemg5" alt="" width="149"><figcaption></figcaption></figure></div>

<div align="left" data-with-frame="true"><figure><img src="/files/uuhaN0hLc4eiRee8GJmo" alt=""><figcaption></figcaption></figure></div>

> **Notes:** \
> Visibility depends on permissions.\
> Buttons and actions may be hidden based on role.

***

## Step-by-Step Workflow

### Overview

Open the Inventory list, select a row, open the actions menu, and choose an action. Some actions may be hidden based on permissions.&#x20;

{% hint style="info" %}
Delete may be blocked if the item is still in use.
{% endhint %}

### Step 1: Open the Inventory List

Go to Inventory and open the Overview tab.

The table displaying your inventory items will include a gear icon on each row.

<div align="left" data-with-frame="true"><figure><img src="/files/wiuHVrXVq8INcEifqzd2" alt=""><figcaption></figcaption></figure></div>

### Step 2: Open the Item Actions Menu

Click the row you want to act on.

<div align="left" data-with-frame="true"><figure><img src="/files/ewT5aZrQq4m0LpO1NHf0" alt=""><figcaption></figcaption></figure></div>

Click the gear icon in that row.

<div align="left" data-with-frame="true"><figure><img src="/files/TFrxGwZaWcBkDmnmZuw6" alt=""><figcaption></figcaption></figure></div>

A menu with the available actions for that item.

<div align="left" data-with-frame="true"><figure><img src="/files/oJTXaJ3GkkUlArqsEHLu" alt="" width="103"><figcaption></figcaption></figure></div>

### Step 3: Choose an Action

Click the action you want.

<table><thead><tr><th width="181.30859375">Action</th><th>Description</th></tr></thead><tbody><tr><td>Edit</td><td>Update item details and move items between <strong>Available</strong>, <strong>Maintenance</strong>, <strong>Damaged</strong>, and <strong>Lost</strong> statuses. All changes are recorded in the Yard Movement Log.</td></tr><tr><td>Delete</td><td>Permanently remove the item from your inventory.</td></tr><tr><td>Duplicate</td><td>Create a new item by copying all details from an existing item, then edit and save it as a separate inventory record.</td></tr><tr><td>View Locations</td><td>See where the item is currently located across all projects and sites in real time.</td></tr><tr><td>Movement Log</td><td>View the full movement history of the item, including inventory adjustments, deliveries, returns, over-returns, transfers, and yard movements.</td></tr></tbody></table>

***

## Permissions Required

| Permission Section | Permission Scope | Required For            |
| ------------------ | ---------------- | ----------------------- |
| Roles              | Super Admin      | Edit, Delete, Duplicate |
| Roles              | Inventory Admin  | Edit, Delete, Duplicate |
| Inventory          | Update           | Edit                    |
| Inventory          | Delete           | Delete                  |
| Inventory          | Create           | Duplicate               |

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## Troubleshooting and Common Questions

| Issue                                   | Explanation                 | Resolution                                  |
| --------------------------------------- | --------------------------- | ------------------------------------------- |
| I do not see Edit, Delete, or Duplicate | Access is permission-based  | Ask an admin to grant the needed permission |
| Delete does not work                    | The item is still in use    | Return the item, then try again             |
| Nothing happens when I click an action  | The row may not be selected | Click the row first, then try again         |

***

## Common Mistakes to Avoid

* Trying to delete items that are still in use.
* Assuming all actions are available to every user.
* Clicking the gear without selecting the row.

***

## Related Pages and Links

{% hint style="info" %}
[Inventory Overview](/inventory-management/inventory-overview.md)
{% endhint %}

{% hint style="info" %}
[Edit an Item](/inventory-management/inventory-overview/edit-an-item.md)
{% endhint %}

{% hint style="info" %}
[Delete an Item](/inventory-management/inventory-overview/delete-an-item.md)
{% endhint %}

{% hint style="info" %}
[Duplicate an Item](/inventory-management/inventory-overview/duplicate-an-item.md)
{% endhint %}

{% hint style="info" %}
[View Item Locations](/inventory-management/inventory-overview/view-item-locations.md)
{% endhint %}

{% hint style="info" %}
[Inventory Movement Log](/inventory-management/inventory-overview/item-movememnt-log.md)
{% endhint %}