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Adding inventory items and opening stock

Create the materials you buy, set their unit and cost, and record what you already have on the shelf.

An inventory item is anything you buy and hold: paper, ink, laminate, boxes, thread. It is the foundation layer — paper tracking, ink tracking, product recipes and purchase orders all point back at items.

Creating an item

Go to Inventory Items and press + Add Item. The fields that matter:

FieldWhat to put
SKUFilled in for you from the category. Overwrite it if you have your own coding.
NameWhat your staff call it — “Card Stock 250gsm”, not “CS250”.
UnitHow you buy it: ream, bottle, pack, roll, sheet. Free text.
CategoryOptional grouping. It also drives the SKU prefix.
SupplierOptional default supplier, used when raising a purchase order.
Opening StockHow many units you hold right now.
Cost per UnitWhat you pay for one unit.
Reorder LevelThe level at which the item counts as low stock.

Why the unit should be what you buy, not what you use

You buy paper by the ream and use it by the sheet. Record the ream here — PrintERP handles the translation to sheets in Paper and to millilitres in Ink. Recording sheets directly would make purchase orders and supplier prices meaningless.

Getting the cost right

Cost per Unit is the most consequential number on this form. It flows into paper cost per piece, ink cost per millilitre, every product's unit cost, every job's cost record, and the cost-of-goods line in your Financial Report.

Use what you actually pay, including delivery if you normally think of it that way. Be consistent — a mix of ex-delivery and inclusive prices makes margins impossible to compare.

Opening stock

Any opening stock above zero is written to the ledger as an opening balance movement rather than silently set. Your stock history therefore starts with a dated, attributable entry, and every later change can be traced from it in Stock Movements.

Adjusting stock later

Once an item exists, its level changes through purchase receipts, production, waste and manual adjustments. To correct a count after a stock-take, open the item and use its adjust action, with a note saying why.

Stock can never go negative

An adjustment or movement that would push an item below zero is refused with “Insufficient stock”. If you genuinely have less than PrintERP thinks, adjust down to the real figure rather than trying to consume past zero.

Note

On the Free plan an item's stock is capped at 10 units, and you may hold 10 items in total. Both limits lift on paid plans — see Plans and limits.

Common questions

Should finished goods be inventory items?

Usually no. Things you sell belong in Products, which have recipes and a selling price. Items are what products are made from.

I buy the same paper from two suppliers at different prices.

Keep one item and set the cost to what you mostly pay. The supplier field is a default for purchase orders, not a constraint.

What happens if I delete an item?

An item used by a product recipe cannot be deleted. Mark it inactive instead — history stays intact and it stops appearing in pickers.

Open Inventory Items

Add your materials and record what is on the shelf.

Open →