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Create and link inventory items

Last updated July 23, 2026

Purpose and common uses​

An Inventory Item is the stock-tracking record for a part or equipment item. Link it to Pricebook when the same item is sold or purchased, then track on-hand, available, pending, and committed quantities by location.

Before you begin​

Create at least one warehouse, and create the applicable Pricebook material or equipment when the stock record should be linked.

  1. Click Inventory in the main navigation.
  2. Click Inventory Items.
  3. Search by name, SKU, or barcode, or filter by Category.
  4. Click New Item.

The list shows on-hand, available, pending, and committed quantities for each item.

Create the item​

  1. Enter Name, Item Code, and Barcode when used.
  2. Select Category and Unit.
  3. Enter Reorder Point, Reorder Quantity, and Max Stock.
  4. Enter Cost Price and Sell Price.
  5. Add the description.
  6. Under Link to Pricebook, choose Link Source → Material or Equipment, search, and click Use on the matching record.
  7. Click Sync Fields when the linked Pricebook details should fill the inventory record.
  8. Enter Vendor Item Code and Lead Time (days).
  9. Turn on Track Stock and Serialized Item when applicable.
  10. Enter Beginning Quantity and choose Default Location.
  11. Click Create Item.

Linking avoids separate material or equipment identities while stock quantity remains managed in Inventory.

What happens next​

The item becomes available for reservations, adjustments, replenishment, truck stock, and purchase-order receiving. Its Pricebook link is shown in the Inventory Items list.

Troubleshooting​

The Pricebook item cannot be found​

Confirm it is active under Pricebook → Materials or Equipment, choose the matching Link Source, and search by name or code.

Beginning Quantity does not appear​

Confirm a Default Location was selected and Track Stock is on. Review the Audit Trail for the opening adjustment.

Available is lower than On Hand​

Open Allocations. Pending or committed stock reduces what is available without changing the physical on-hand quantity.