Create an Inventory Item

Register a new material, spare part, or supply in Zeltask to track stock levels, associate it with actions, and maintain full traceability.

Before You Start

• You need access to the Inventory module
• Gather information about the item: name, manufacturer, stock quantity, location

Steps

Step 1: Access the Inventory module

1. Click Inventory in the left navigation bar
2. You see cards displaying existing inventory items
3. Click Create Inventory

[Screenshot: Inventory module with Create Inventory button highlighted]

Step 2: Enter basic information

Fill in the following fields:

Field	Description	Example
Name	Material or spare part name	"Conveyor Belt V-Ring"
ID	Internal identifier for organization	"BELT-001"
Manufacturer	Product brand or manufacturer	"SKF"
Model	Version or reference number	"VR-250"
GTIN	Global Trade Item Number (barcode)	"0012345678905"

[Screenshot: Basic information fields in the creation form]

Step 3: Set stock levels

1. Enter the Initial Stock — the quantity currently available
2. Enter the Minimum Acceptable Stock — the threshold that triggers notifications

When stock reaches the minimum level, the system alerts the responsible team so they can reorder before running out.

[Screenshot: Stock level fields showing initial and minimum values]

Step 4: Add location and assignment

Field	Description
Description	Additional details about the item
Location	Physical storage location
Team	Team responsible for this inventory
Provider	Provider or vendor where this item is purchased

[Screenshot: Location, team, and provider fields]

Step 5: Attach files (optional)

Multimedia:

• Add photos, videos, or GIFs (jpg, jpeg, png, gif)
• Useful for visual identification or documenting current condition

Attachments:

• Upload documents (pdf, doc, docx, xls, xlsx, rtf)
• Examples: manuals, technical sheets, compatibility tables, certifications

[Screenshot: File upload section showing multimedia and document options]

Step 6: Save the inventory item

1. Review all entered information
2. Click Submit to create the inventory item

The item is now registered and available for queries, updates, and linking to actions.

Tips

• Use consistent naming conventions to make searching easier
• Always set a minimum stock level for critical materials to avoid stockouts
• Attach technical documentation so team members can access specs without searching
• Add photos to help identify similar-looking parts quickly
• Use the ID field to match your organization's internal coding system

What Happens Next

Once created, the inventory item:

• Appears in the Inventory list (card or table view)
• Generates a QR code automatically for field identification
• Can be edited, commented on, and linked to actions
• Tracks all changes in the activity history