How to Add Inventory Item

Use this workflow to create a new active inventory part master record.

When to use this workflow

Use Add Inventory Item when a part number does not already exist in active inventory and needs to be available for future purchasing, sales, manufacturing, receiving, shipping, adjustments, or reporting.

Do not use this workflow to receive initial inventory quantity. Create the part first, then use the appropriate receiving, manufacturing, or adjustment workflow for the inventory movement.

Before you start

Confirm:

• The part number has been approved.
• The description is known.
• The stock UOM is known.
• The source is known: Purchased or Manufactured.
• Product line, vendor, lot tracking, shelf life, Schedule B, ECCN, and purchasing details are known if applicable.

Steps

1. Go to Dashboard > Inventory > Parts.
2. Select Add Inventory Item.
3. Enter Part Number.
4. Enter Description.
5. Choose Source.
6. Choose Product Line if known.
7. Choose Inventory Sort Code if applicable.
8. Choose Shelf Life if the part expires.
9. Confirm Unit of Measure.
10. Enter Weight per UOM if applicable.
11. Search for and select the vendor when the part has vendor setup.
12. Enter supplier, Schedule B, ECCN, vendor description, vendor UOM, and conversion rate details as needed.
13. Select Track Lot Numbers when the part must be lot tracked.
14. Select Create Item.

What happens behind the scenes

PAX creates an active inventory master record for the part.

The visible add-item form creates setup data. It does not create an initial lot quantity from the visible fields in the current screen and does not post inventory value to GL by itself.

If the part number exists but is inactive, PAX blocks creation and indicates that the inactive part already exists. In that case, use How to Reactivate Inventory Item instead of creating a duplicate part number.

Related docs

• Parts Overview
• Inventory Item Detail Overview
• How to Reactivate Inventory Item
• How to Add New Lot