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Items

This guide covers how to manage inventory items in Taskr.

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Accessing Items

Navigate to Items from the sidebar or go to /items.

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Items List

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List View

The main view displays:

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Filters

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Adding Items

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Step-by-Step

1. Navigate to Items
2. Click Create New or +
3. Fill in details:
   • Name (required)
   • SKU (recommended)
   • Category
   • Description
   • Unit of Measure
   • Cost Price
   • Sell Price
4. Click Save

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Item Fields

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Additional Fields

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Editing Items

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Quick Edit

1. Click item in list
2. Click Edit
3. Modify fields
4. Click Save

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Bulk Edit

1. Select multiple items
2. Click Bulk Edit
3. Apply changes
4. Confirm

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Item Details Page

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Overview Tab

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Available Tabs

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Stock Management

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Viewing Stock

1. Open item details
2. See Quantity on Hand
3. View by location if applicable

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Stock Adjustment

To manually adjust stock:

1. Open item details
2. Click Adjust Stock
3. Enter adjustment:
   • Type: Add or Remove
   • Quantity: Amount
   • Reason: Explanation
4. Click Adjust

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Adjustment Reasons

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Stock Movements

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Movement Types

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Viewing History

1. Open item details
2. Go to Movements tab
3. See all transactions
4. Filter by date/type

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Pricing

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Setting Prices

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Markup Calculation

1. Set Cost Price
2. Enter Markup %
3. Sell Price auto-calculates

Or:

1. Set Cost Price
2. Enter Sell Price
3. Margin displays

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Price History

Track price changes over time in item history.

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Categories

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Using Categories

Organize items by category:

• Materials
• Parts
• Consumables
• Products

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Managing Categories

1. Go to Categories (/categories)
2. Add/edit/delete categories
3. Assign items to categories

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Reorder Management

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Setting Reorder Points

1. Open item details
2. Click Edit
3. Set:
   • Minimum Stock (reorder point)
   • Reorder Quantity
   • Preferred Vendor
4. Save

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Low Stock Alerts

When stock falls below minimum:

• Item shows in Low Stock filter
• Notifications sent (if enabled)
• Appears on purchase suggestions

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Adding Items to Jobs

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From Job

1. Open job details
2. Go to Line Items or Materials
3. Click Add Item
4. Search and select item
5. Enter quantity
6. Save

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Stock Deduction

When job is completed:

• Stock automatically reduced
• Movement recorded
• Cost tracked to job

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Adding Items to Purchase Orders

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From PO

1. Open purchase order
2. Click Add Line
3. Search and select item
4. Enter quantity and price
5. Save

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Receiving Stock

When PO is received:

• Stock automatically increased
• Cost updated if different
• Movement recorded

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Importing Items

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Bulk Import

1. Go to Settings > Import Data
2. Select Items
3. Download template
4. Fill in data
5. Upload file
6. Review and confirm

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Template Fields

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Exporting Items

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Export Options

1. Apply filters if needed
2. Click Export
3. Select format (CSV/Excel)
4. Choose columns
5. Download

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Item Status

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Active vs Inactive

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Deactivating Items

1. Open item
2. Click Edit
3. Change status to Inactive
4. Save

Note: Inactive items don’t appear in item searches but remain in historical records.

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Best Practices

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Naming

• Use clear, descriptive names
• Include brand/model if applicable
• Be consistent

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SKUs

• Assign unique SKU to each item
• Use logical coding system
• Keep consistent format

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Stock Accuracy

• Regular counts
• Immediate adjustments
• Investigate variances
• Train team on procedures

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Pricing

• Review regularly
• Update when costs change
• Maintain margin targets

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Troubleshooting

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Common Issues

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