Create New Inventory Items

1. Choose between two options:

   • Click the down arrow next to the New button.

   • Select File > New > Select from the Main Menu.

     The Module menu opens.

2. Select Inventory from the menu.

   The Inventory Details page opens.

3. Enter an ID for the new inventory item in the Part ID field.

   The ID must be unique. If you enter an ID that is already in use, you will be prompted to correct this when you attempt to save the new record.

   Inventory Item IDs can be automatically generated. If the ID is set to automatically generate, the ID field is read-only and contains the value (Auto Generated). After saving the new record, the next sequential number is given to this new item.

4. If necessary, enter an internal ID used for further identification in the Internal ID field. 

   If your organization utilizes the internal ID, a preference can be set to have this ID displayed in inventory item lookups. 

5. Enter a name for the inventory item in the Name field. 

   The name does not need to be unique. The ID and Name fields are both displayed in the Inventory List.

6. Enter additional data for your new inventory item on the Details page.

   For further information on the fields displayed on the Details page, refer to Details: Inventory.

   The Rotating Part check box appears on the Details page to mark the item as rotating. Refer to the Rotating Items Overview for more information on creating and managing rotating items. If this option is selected, a warning message displays to ensure you understand the ramifications of making an item rotating.

7. Access other tabs to enter additional data on this inventory item.

8. Click Save.