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Edit an Inventory Item

Update inventory information when details change, such as location, provider, or documentation.

Before You Start​

  • You need access to the Inventory module
  • The inventory item must already exist

Note: To update stock quantities, use the Restock or Adjust functions instead of Edit. See Restock and Adjust Inventory.

Steps​

Step 1: Find the inventory item​

  1. Click Inventory in the left navigation bar
  2. Use the search bar to find the item by name, provider, manufacturer, location, or ID
  3. Or browse the cards/table to locate it

[Screenshot: Search bar and filter options in Inventory module]

Step 2: Open the detail view​

  1. Click on the inventory item card
  2. The detail view opens showing all registered information

[Screenshot: Inventory detail view showing item information]

Step 3: Enter edit mode​

  1. Click Edit
  2. The form becomes editable

Step 4: Update the fields​

Modify any of the following as needed:

  • Name
  • ID
  • Manufacturer
  • Model
  • GTIN
  • Description
  • Location
  • Team
  • Provider
  • Multimedia files
  • Attachments

[Screenshot: Edit form with fields available for modification]

Step 5: Save changes​

  1. Review your updates
  2. Click Submit to save the changes

The changes are recorded in the activity history with your user information and timestamp.

Tips​

  • Add a comment explaining why you made the change for future reference
  • Update location immediately when items are moved to prevent confusion
  • Keep provider information current to streamline reordering
  • Add new documentation (updated manuals, certifications) as they become available