Item Type
Item Types allow you to categorize your inventory into logical groups such as Raw Materials, Finished Goods, or Services. Proper setup ensures a well-organized item catalog and smooth system operations.
Features
- Search: Find item types by name or code using the search bar
- Refresh: Reload the latest data from the system
- Add New: Create a new item type
List Overview
| Field | Description |
|---|---|
| Label | Display name used across the application |
| Code | Unique system identifier |
| Status | Indicates whether the item type is Active or Inactive |
2. Creating or Updating an Item Type
Click Add New or Edit to open the form.
Fields
| Field | Requirement | Description |
|---|---|---|
| Label | Required | Display name (e.g., "Machining Parts"). Maximum 35 characters |
| Code | Required | Unique identifier (e.g., "MACH_P"). Cannot be modified after creation |
| Status | Required | Active or Inactive |
| Description | Optional | Additional notes about the item type |
Steps to Save
- Enter the Label and Code
- Set the Status
- Click Save
If you attempt to exit without saving, the system will prompt a warning to prevent data loss.
3. Rules and Constraints
- Unique Code: Each item type must have a unique code. Duplicate values are not allowed
- Immutable Code: Once saved, the code cannot be changed
- System Enum Usage: The code acts as an internal reference used across modules
- Prerequisite: Item Types must be created before adding items
4. Best Practices
- Keep labels clear and concise
- Use meaningful and standardized codes
- Avoid overly long names to ensure proper display in dropdowns and tables
- Plan item type structure before creating items to avoid rework