Product details

The product details page shows everything about one product in a single place: its main data, the inventory units of this product that you can see, and the low-stock thresholds that decide when the product is reported as running low.

Open it when you need to check a product’s data, find its units, or set a different minimum stock level for a particular warehouse.

What’s on this screen

• The product card with its image, name and status (Active, Inactive or Archived).
• The Product Details section: Category, Brand and Description & Specs.
• The Minimum stock section: Effective minimum, Source (Global default or This product) and Warehouse overrides.
• Created At and Last Updated.
• Summary tiles for the number of inventory units, the Effective minimum and the Warehouse overrides.
• Two tabs: Units and By warehouse.
• The Edit Product and Receive New Units buttons at the top, and a menu with View All Inventory Units and Delete Product.

How to open a product

1. From the side menu, open Master data › Products.
2. Click the product in the list, or use View Product in its row.

How to see the product’s units

1. Open the Units tab. It lists the latest units of this product in the warehouses you can access, with each unit’s code, warehouse and status.
2. To narrow the list, type in the Search by serial number or tracking code… box.
3. Click a unit to open its details page.
4. To see every unit of the product, click View All Inventory Units. This opens the units list filtered by this product.

Note

The Units tab shows up to the 20 most recent units. Use View All Inventory Units for the full list.

How to set a minimum stock for one warehouse

A low-stock alert is sent when the available units drop below the minimum. A warehouse threshold overrides the product minimum, which overrides the global default.

1. Open the By warehouse tab. The Low-stock thresholds list shows the warehouses that already have their own threshold.
2. Click Add threshold.
3. Pick the Warehouse and enter the Minimum stock in this warehouse.
4. Click Save threshold. If the warehouse already had a threshold, it is replaced by the new value.

Fields

• Warehouse — the warehouse that gets its own threshold. Only warehouses you are assigned to operate can be chosen.
• Minimum stock in this warehouse — a whole number from 0 to 100000.

How to remove a warehouse threshold

1. In the By warehouse tab, click the remove icon next to the warehouse.
2. Confirm with Remove. The warehouse falls back to the product minimum.

How to delete and restore a product

1. Open the menu at the top of the product page and click Delete Product.
2. Confirm with Yes, Delete Product. The product is archived and leaves the active list.

To bring an archived product back:

1. In Master data › Products, pick the Archived status tab.
2. Click Restore in the product’s row. The product opens again.

Caution

A product that has inventory units cannot be deleted. In that case the menu shows Cannot delete a product with existing inventory units.

Required permissions

• Viewing the page needs the view products permission.
• Editing and managing warehouse thresholds needs update products; thresholds also need operating access to the warehouse.
• Deleting, the Archived tab and restoring need delete products.