Managing team items

Each team maintains its own items list — the inventory that team counts, receives, and transfers. This chapter is for day-to-day changes after your catalog exists.

For initial bulk load, use the import steps in step 4: suppliers, items, and products.

Viewing your team's items

From your team context, open the Items list. Items are grouped by category. Each row shows variants (sizes/packs) and stock level where available.

Adding an item to a team

When you start carrying something new:

1. Open your team's Items list.
2. Create a new item.
3. Choose an existing master item or create one at the organization level.
4. Select which variants apply to this team.
5. Save.

The item inherits name and structure from the master record. Enable or disable variants per team — a bar might carry the 750ml bottle but not the 1L.

If the master item does not exist yet, create it in the organization catalog first, or add it via item import.

Editing an item

Edit a team item when you need to:

• Enable or disable variants for this team
• Update par levels or reorder thresholds (if configured)
• Change category assignment

Editing the master item name or variant structure affects all teams that share that master. Team-level edits only affect that team.

Removing an item

Remove (or disable) an item when the team stops carrying that product. Historical GRNs, stocktakes, and sales remain for reporting.

If the item still has open stock, resolve it via adjustment or stocktake before disabling.

Keeping the catalog clean

• Reuse master items — avoid duplicate masters for the same product with slightly different names.
• Stocktake scope — you do not need every SKU on day one; add items as they appear in your operation.
• Countable units — if you receive by case but count by bottle, set the variant to match how you physically count.
• Large updates — re-run item import with Update if Existing instead of editing hundreds of rows by hand.

What's next

Continue to step 6 — Daily operations: receiving stock, transfers, and sales.