Managing Items
The Items page is your central hub for the products your business buys, sells, or makes. Each step below has a Show me button that lights up the compass on the matching control so you can see exactly where it lives.
Compasses live on the Items page toolbar and column headers, so you can run through the tour from any entity route — the compasses route you to the Items page if you aren't already there.
The tour
1. Go to the Items page
This tour walks through the Items page. The compasses live in the page toolbar and on the column headers.
2. Search items
Search by name, SKU, description, or category. Results filter as you type. Combine search with filters to find exactly the items you want.
3. Filter items
Filter by category, vendor, location, or any custom attribute. Active filters appear as chips below the toolbar — click X on a chip to remove that filter.
4. Inventory column
The Inventory column shows current on-hand stock for each item with color-coded badges: green = healthy, yellow = low, red = needs reorder.
5. Restock Point column
The Restock Point column shows the reorder threshold for each item. When inventory drops below this level, the item is flagged for restocking.
6. Create new items
Click the New Item button to add an item to your catalog. Set up name, SKU, variants, pricing, vendors, and inventory settings in one place. Use the bulk-add split button to import items from a spreadsheet.
Tips
- The Cart Qty column on each item row shows what's currently in your cart — handy for double-checking before you submit.
- Click any row to open the item detail panel.
- Save filter combinations as a view to reuse later.
