Overview
The Items page provides comprehensive management of your inventory items within the Restock module. You can view item details, configure container utilization, manage pricing, and set item-specific replenishment rules.Accessing Items
Navigate to Restock > Data Management > Items to access the items management interface.View Options
The Items page offers two view modes to match your workflow:Card View
The card view provides a detailed, tabbed interface with a searchable sidebar for easy navigation. Best for:- Reviewing comprehensive item details
- Editing multiple aspects of a single item
- Exploring item configurations thoroughly
Grid View
The grid view displays items in a sortable, filterable table format. Best for:- Comparing multiple items at once
- Quick scanning of key metrics
- Bulk data review and export
Card View Features
Sidebar Navigation
The left sidebar provides quick access to all items:- Search bar - Type to filter items by name, code, or SKU
- Item list - Scrollable list of all items
- Selection highlight - Current item is highlighted in the list
- Use ↑/↓ arrow keys to navigate through items
- Press Tab to move focus between sidebar and detail sections
Detail Header
The header shows key item information and actions:- Item name - Editable title for the item
- Status indicator - Visual status badge
- Edit button - Opens item edit form
- Delete button - Removes item (with confirmation)
Tabs
The card view organizes information into focused tabs:Details Tab
View and edit core item information:- Item code and SKU
- Description
- Category and type
- Status and availability
- Inventory tracking settings
Containers Tab
Configure how items are packaged and shipped:| Field | Description |
|---|---|
| Container Code | Identifier for the container type |
| Container Utilization | Percentage or quantity that fills one container |
| Units per Container | How many item units fit in one container |
| Container Type | Box, pallet, cart, etc. |
Pricing Tab
View pricing information across different price groups:- Base price
- Price group assignments
- Special pricing rules
- Discount configurations
- Price history
Rules Tab
Set item-specific replenishment rules that override system defaults:- Minimum order quantities
- Maximum order quantities
- Order multiples
- Lead time overrides
- Seasonal availability windows
- Custom demand calculation parameters
Rules set at the item level take precedence over location-level rules and system defaults.
Grid View Features
Column Customization
The grid view supports extensive customization:- Show/hide columns - Right-click column headers to toggle visibility
- Reorder columns - Drag column headers to rearrange
- Resize columns - Drag column borders to adjust width
- Sort data - Click column headers to sort
- Filter data - Use column filters for precise data selection
Default Columns
The Items grid includes these key columns:- Item Code
- Item Name
- Category
- Status
- Container Code
- Container Utilization
- Current Inventory Level
- Target WOS (Weeks of Supply)
- Last Updated
Saving Grid Layouts
You can save your customized grid configuration for future use:- Arrange columns to your preference
- Click “Save Layout” in the ribbon
- Name your layout
- Load it anytime with “Load Layout”
Common Tasks
Searching for Items
1
Open Items page
Navigate to Restock > Data Management > Items
2
Use search
- Card view: Type in the sidebar search bar
- Grid view: Use column filters or the global search
3
Select item
Click on an item to view full details
Editing Item Details
1
Find the item
Search or browse to locate the item
2
Open edit mode
Click the “Edit” button in the detail header
3
Make changes
Update fields as needed across any tab
4
Save
Click “Save” to apply changes, or “Cancel” to discard
Configuring Container Settings
1
Navigate to item
Find and select the item in card view
2
Open Containers tab
Click the “Containers” tab
3
Configure settings
Enter container code, utilization, and units per container
4
Save changes
Click “Save” to store the configuration
Setting Item-Level Rules
1
Select item
Navigate to the item in card view
2
Open Rules tab
Click the “Rules” tab
3
Configure rules
Set minimum/maximum quantities, order multiples, and other constraints
4
Save
Apply the rules to override system defaults for this item
Best Practices
Verify Container Data
Regularly audit container configurations to ensure they match actual packaging. Incorrect data affects shipping and load calculations.
Use Item-Level Rules Sparingly
Only override defaults when necessary. Too many exceptions make the system harder to manage.
Monitor Pricing
Review the Pricing tab regularly to ensure price groups are correctly assigned and up to date.
Keep Descriptions Current
Maintain accurate item descriptions to help team members quickly identify items.
Integration with Load Lists
Item configurations directly affect load list generation:- Container settings → Calculate total carts needed
- Rules → Determine order quantities and constraints
- Pricing → Calculate order values
- Status → Filter available items for ordering
Troubleshooting
Item Not Appearing in Load Lists
Check:- Status - Ensure item is marked as active
- Availability - Verify availability windows include current date
- Location assignments - Confirm item is assigned to target locations
- Rules - Check if minimum order rules are preventing inclusion
Incorrect Cart Calculations
Review:- Container utilization - Verify percentage or quantity is accurate
- Units per container - Ensure this matches actual container capacity
- Container code - Confirm it matches container configurations
Can’t Edit Item
Possible causes:- Item is locked by another user
- Insufficient permissions
- Item is referenced in active orders
- Check with team members who may be editing
- Verify your user role permissions
- Complete or cancel active orders referencing the item