For the complete documentation index, see llms.txt. This page is also available as Markdown.

Item Code

The Item Code section is used to configure and manage inventory item records used across procurement, inventory, asset, and service management operations.

Item Codes are associated with:

  • Item Groups

  • Unit of Measurement

  • Vendors

  • Inventory transactions

  • Purchase Orders

  • Asset Management workflows

These configurations help standardize inventory item identification, classification, and operational tracking across enterprise inventory management processes.

Examples:

  • Electrical Components

  • Service Materials

  • Maintenance Tools

What you see on the screen

The Item Code page displays all configured inventory item records along with options to search, filter, create, edit, and delete item configurations.

Users can:

  • Search configured item records

  • Apply advanced filter conditions

  • Create new item codes

  • Edit existing item records

  • Delete item records

  • Perform bulk selection operations

Item Code | Basic Details

Label
Action
Description / Example

Search

Enter keywords in the search field

Search configured item records using Item Name, Item Code, Item Group Name, Unit of Measure, or Vendor details.

Example: Electrical Cable

Filter

Select the filter icon

Apply advanced filter conditions to narrow item code records. Fields: Item Name, Item Group Name, Item Code, and Unit of Measure.

Add Item Code

Select the button

Opens the Add Item Code configuration window.

Action Icons

Edit

Select the edit icon

Used to modify an existing item code configuration.

Delete

Select the delete icon

Used to delete the selected item code configuration.

Bulk Edit

Selection Checkbox

Select one or more records

Used to perform bulk selection operations on inventory item records.

Add Item Code

The Add Item Code window is used to configure inventory item details, including item name, item code, associated item group, unit of measurement, vendor details, service classification, taxation status, and item descriptions.

Add Item Code | Field Details

Label
Action
Description / Example

Item Name *

Enter the item name

Specifies the display name of the inventory item used across inventory, procurement, and asset-related operations. Example: Electrical Cable

Item Code *

Enter the item code

Defines the unique identifier/code used to track and manage the inventory item within the system. Example: ITEM001

Item Group

Select an item group from the dropdown

Associates the item with a configured Item Group to classify and organize inventory by operational category. Example: Electrical Consumables

Unit of Measure

Select a unit from the dropdown

Defines the standard unit of measure for inventory quantity calculations and transactions. Example: Kilogram, Meter

Vendor

Select a vendor from the dropdown

Associates the inventory item with the configured vendor or supplier responsible for supplying it.

Is Service

Enable or disable the toggle button

Indicates whether the configured item is associated with service-related operations rather than physical inventory tracking.

Is Taxable

Enable or disable the toggle button

Indicates whether tax calculations apply to the configured inventory item during procurement or billing operations.

Description

Enter additional details

Provides supporting information, operational usage details, or additional context related to the inventory item configuration. Example: Used for electrical maintenance operations.

Upload Image Attachment

Upload an image file

Used to upload item-related image attachments for easier identification and reference. Supported formats include JPEG and PNG with a maximum size of 2 MB.

Once added, click Submit to save the configured Item Code.

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