Items / Materials

The Items / Materials page is the central catalogue for all items in the system. Use it to add, edit, and monitor the stock status of each material.

Steps — Add a New Item

1. Go to Master Data → Items
2. Click + Add Item
3. Fill in the required fields
   • SKU — unique item code (must not be duplicated)
   • Item Name — the name used internally within the organisation
   • Unit — e.g., piece, metre, kilogram, bag
   • Reorder Point — when stock falls below this level, the system will alert you
   • Standard Cost — the baseline cost per unit (used to calculate stock value)
4. Click Save

Item Stock Status

Status	Colour	Meaning
Normal	Green	Balance is above the reorder point
Low Stock	Yellow	Balance is approaching the reorder point
Out of Stock / Below Reorder Point	Red	Order immediately

CSV Import / Export

• Import: Click Import CSV and upload a file in the required format (download the template from the same page)
• Export: Click Export to download the full item list as a CSV file

Tip

Set the reorder point higher than the quantity consumed during the supplier’s lead time, so there is enough time to place an order before stock actually runs out.