Products Intermediate

Edit Item / Assembly — editing all fields, BOM and suppliers

The Edit Item page has 8 tabs covering all editable fields — General (name, pricing, traceability, suppliers), Drawings, Routes, QC inspection plans, Assets, Units, Lifecycle and Sustainability (DPP data).

1 min read Operations Manager Updated August 2026

Section 01

The Edit Item page

1 minute

Click Edit Item in the footer of any item or assembly detail page to open the edit form. The edit page has 8 tabs — one fewer than the view page, because read-only data (Barcode, History, Allocations, Transactions, Cost & valuation) cannot be edited directly. Everything else is fully editable.

Edit tab What you can change
GeneralName, Product ID, description, EAN/UPC/SKU, price, cost, stock thresholds, shelf life, categories, MRP Hold, traceability, warranty, status, base unit, and linked suppliers with per-unit prices and preferred flag.
DrawingsUpload new technical drawings (JPEG, JPG, PNG, WEBP · max 10 MB), set one as Primary (the cover image used across the platform), or delete existing images. Click Save to apply.
RoutesAdd, edit or delete manufacturing route steps. Each step has a name, work centre, standard minutes, setup minutes, description and an inspection flag. Changes affect future Works Orders only.
QCCreate, edit or delete inspection plans. Each plan has a name, trigger (WO Completion / PO Receipt), criteria with type (Pass/Fail, Measurement, Text), spec, gauge, sampling and Must Pass flag. Plans can be restricted to specific staff groups.
AssetsUpload, rename or delete supporting documents (PDF, DOCX, XLSX, PPTX, CSV, ZIP, MP4, MP3 · max 50 MB). Click the Edit button on existing files to rename or add a description. Click Save to apply.
UnitsAdd alternate units of measure — e.g. tst (1 tst = 25 ea, Both). Set the conversion factor and whether the unit is for buying, selling or both. The base unit (ea) cannot be changed here.
LifecycleAdvance the lifecycle stage (Active → Phase-out / EOL) and fill in EOL date, last-time-buy, last-time-ship, stock disposition, reason, successor product and compatibility. Click Save end-of-life details to apply.
SustainabilityEnter Digital Product Passport (DPP) data: country of origin, recycled content %, carbon footprint, materials composition, recycling and disassembly instructions, repairability note and spare parts availability. Click Save sustainability data.
Save is per-tab — don't forget to click Save before switching tabs

General, Drawings and Assets tabs all have a Save button in the footer. Routes, Units, QC and Lifecycle have their own save/add buttons inline. Changes are not auto-saved — if you switch tabs without saving, unsaved changes on the previous tab will be lost.

Section 02

General tab

3 minutes

The General tab is the most comprehensive — 6 sections covering all core product fields. For Bottel Cap: Name, Item type, Product ID 456, EAN 3333333333333, Price £50, Cost £20, Min Stock 15, Traceability Serial, Warranty 100 months, Status Active, Unit Each, and 3 linked suppliers.

PRODUCTS › INVENTORY › EDIT ITEM

Edit Item

General — Core details — name, pricing, classification and suppliers

ACTIVE TAB: General
GeneralDrawingsRoutesQCAssetsUnitsLifecycleSustainability

Item Identity

Core identifiers — name, product type, code and description

Barcodes & SKU

EAN-13, UPC and internal SKU codes

Must be exactly 13 characters

Must be exactly 12 characters

Pricing & Stock

Sale price, cost and stock level thresholds

e.g. 365 — blank = non-perishable

Categories

Group this item into one or more product categories

No categories selected

No categories yet — create one using the button above.

Classification

Traceability method, item status and base unit of measure

Serial — per-unit identity (warranty + passport) ▾

Applied to each serialised unit

Active ▾
Each ▾

This is the product's base (stock) unit — stock, cost and price are kept in it. Changing it re-expresses existing stock and cost into the new unit. Alternate purchase/sale units are managed on the Units tab.

Suppliers

Link existing suppliers and set per-supplier pricing for this item

Select existing suppliers and set pricing. Click "Add Supplier" to create a new one on the fly.

NameCountryPostal CodeBusiness TypePriceChoose
090524 ds———Add Price ▾
121212———Add Price ▾
160524———Add Price ▾
170524———Add Price ▾
23———Add Price ▾

Showing 1–5 of 52 — 8 pages

NameCountryPostal CodeBusiness TypePrice (per ea)Lead Time (days)PreferredAction
Test supplierUK4600logistics£100.00Add Days ▾✕ Remove
Elephant and castle———£1.00Add Days ▾✕ Remove
sdsaad———£3.00Add Days ▾✕ Remove
+ Add Supplier
ⓘ Make changes above, then click Save to update this item.

Section 03

Drawings tab

1 minute

The Drawings tab manages the product's reference images. Bottel Cap has 1 image currently set as Primary. Click any existing image to preview, change the Primary status or delete it. Use the drop zone to upload additional images.

PRODUCTS › INVENTORY › EDIT ITEM

Edit Item

Drawings — Technical drawings and reference images

ACTIVE TAB: Drawings
GeneralDrawingsRoutesQCAssetsUnitsLifecycleSustainability
Upload or remove technical drawings for this item. Mark one image as Primary to use as the cover image. Click Save to persist your changes.
Images1 image — click any to preview, set as primary or delete
◎ Primary
Add more
Add ImageClick to browse or drag and drop — JPEG, JPG, PNG, WEBP · Max 10 MB

Click to add image

or drag and drop

JPEGJPGPNGWEBPmax 10 MB
ⓘ Add, remove or set a primary image, then click Save to apply your changes.

Section 04

Routes tab

2 minutes

The Routes tab lets you build and edit the manufacturing route — the ordered sequence of operations needed to produce one unit. Bottel Cap has 1 step: CNC / Mil 1 / 10.0000 STD MIN / 12.0000 SETUP MIN / Inspect Yes. Use the Add Step form below the existing steps to create new operations.

PRODUCTS › INVENTORY › EDIT ITEM

Edit Item

Routes — Production routing and work centre sequences

ACTIVE TAB: Routes
GeneralDrawingsRoutesQCAssetsUnitsLifecycleSustainability

Manufacturing Route

Steps are copied into Works Order operation rows at WO creation. Changes here affect future WOs only.

1 step
ROUTE STEPSManufacturing operations in sequence
#Step NameWork CentreSTD MINSETUP MININSPECT?
1CNCMil 110.000012.0000Yes
ADD STEPDefine a new manufacturing operation and add it to the route
Fill in the step name and optionally assign a work centre, time standards and inspection flag. Required fields are marked *.

Order in route

— None — ▾

Estimated production time per unit

Time to set up before production starts

ⓘ Add or edit route steps, then navigate to another tab or go back.
Route changes affect future Works Orders only

When you edit or delete a route step, the change does not update any Works Orders already created. New WOs created after the change will pick up the revised steps. If you need to update an in-progress WO, edit the operation rows directly on the WO.

Section 05

QC tab

3 minutes

The QC tab manages inspection plans — rules that define what quality checks are performed and when. Bottel Cap has 3 plans. Use + New Plan to create additional plans, or Edit / Delete on each plan card to modify existing ones.

PRODUCTS › INVENTORY › EDIT ITEM

Edit Item

QC — Quality control inspection points for this product

ACTIVE TAB: QC
GeneralDrawingsRoutesQCAssetsUnitsLifecycleSustainability

Inspection Plans (3)

QC plans that trigger on product receipt, WO completion or despatch

040424 v1
Works Order Completion
#BalloonCharacteristicTypeSpecMeasured WithSamplingMust Pass
1—Check LengthPass / Fail10—100%Yes
2—adaMeasurement5.000000…10.000000 em—100%Yes
3—asdTextasd—100%Yes
040424 v1
Purchase Order Receipt
#BalloonCharacteristicTypeSpecMeasured WithSamplingMust Pass
1—sdPass / Failsds—100%Yes
New Inspection v1
Purchase Order Receipt
#BalloonCharacteristicTypeSpecMeasured WithSamplingMust Pass
1—Check TestPass / FailTest—100%Yes
NEW PLANDefine when this inspection triggers and what criteria must be met
Works Order Completion ▾
— (default by trigger) ▾

Defaults the booking when this inspection is scheduled as a QC work order.

CHECKLIST CRITERIA1 criterion
Pass / Fail ▾
— any / not specified ▾
100% / Whole lot ▾
ⓘ Add, edit or delete inspection plans and criteria.
Import criteria from a spreadsheet for complex inspection plans

The ↓ Import Spreadsheet button in the Checklist Criteria section lets you upload a CSV or Excel file with multiple criteria rows — faster than adding each one manually. The Balloon on Drawing button links criteria to numbered balloons on a technical drawing for visual inspection guidance.

Section 06

Assets tab

1 minute

The Assets tab manages supporting documents. Bottel Cap has 1 file: new.txt. Click ✏ Edit to rename the file or add a description. Use the drop zone to upload additional files. Click Save in the footer to apply all changes.

PRODUCTS › INVENTORY › EDIT ITEM

Edit Item

Assets — Supporting documents, data sheets and media files

ACTIVE TAB: Assets
GeneralDrawingsRoutesQCAssetsUnitsLifecycleSustainability
Upload, edit or remove supporting documents for this item. Click Save to persist your changes. Images are managed on the Drawings tab.
Assets1 file — click the edit button to rename, add a description or delete
TXTnew.txtNaNKB
Add AssetsClick to browse or drag and drop — PDF, DOCX, XLSX, ZIP, MP4 and more · Max 50 MB

Click to add asset

or drag and drop

PDFDOCXXLSXPPTXCSVZIPMP4MP3max 50 MB
ⓘ Add, edit or remove assets, then click Save to apply your changes.

Section 07

Units tab

2 minutes

The Units tab lets you add alternate units of measure — so this product can be bought or sold in a different unit. Bottel Cap already has tst (1 tst = 25 ea, Both). Use the Add Alternate Unit form to create additional units.

PRODUCTS › INVENTORY › EDIT ITEM

Edit Item

Units — Alternate purchase / sale units of measure

ACTIVE TAB: Units
GeneralDrawingsRoutesQCAssetsUnitsLifecycleSustainability

Units of Measure

Stock, price and cost are kept in the base unit ea. Add alternate units to let this product be bought or sold in a different unit — the factor says how many ea one of that unit equals.

BASE UNITea1 alternate
ALTERNATE UNITSBase: ea + 1 alternate
Unit Code1 Unit EqualsUsable For
tst1 tst → 25 ea↕ Both
ADD ALTERNATE UNITDefine a new alternate unit and its conversion factor to the base unit
Enter a short unit code (e.g. sack, box, pallet). Set the factor to how many ea one of this unit equals. E.g. if 1 sack = 25 ea, enter 25.

Short label e.g. sack, box, pallet

How many base units equal one of this unit

Both (purchase & sale) ▾

Where this unit can be selected on order lines

ⓘ Add or edit alternate units — no Save needed, changes apply immediately.

Section 08

Lifecycle tab

2 minutes

The Lifecycle tab lets you advance the product's lifecycle stage and record end-of-life details. Bottel Cap is currently Active / Released. Click → Phase-out (EOL announced) to move it to the next stage, then fill in EOL date, last-time-buy, successor and stock disposition.

PRODUCTS › INVENTORY › EDIT ITEM

Edit Item

Lifecycle — Lifecycle stage and end-of-life planning

ACTIVE TAB: Lifecycle
GeneralDrawingsRoutesQCAssetsUnitsLifecycleSustainability

Lifecycle stage

Active / Released

End-of-life & successor

Announced end date

Last date orders accepted

Last date stock ships

— ▾
— None — ▾

The part that replaces this one (not a variant)

— ▾
ⓘ Click Save end-of-life details to update lifecycle information.

Section 09

Sustainability tab

2 minutes

The Sustainability tab captures Digital Product Passport (DPP) data required for EU-ESPR compliance. This data is public by design — it appears on the product's QR-linked passport page. Bottel Cap has no DPP data yet.

PRODUCTS › INVENTORY › EDIT ITEM

Edit Item

Sustainability — Materials, footprint and DPP data

ACTIVE TAB: Sustainability
GeneralDrawingsRoutesQCAssetsUnitsLifecycleSustainability
This structured data powers the product's public Digital Product Passport (the QR printed on each serial unit) and makes it EU-ESPR-ready. Fill it in for products you sell into the EU — everything here is public by design (no cost or private data).

Overall, by weight

Optional (PEF)

MATERIALS / COMPOSITION
ⓘ Fill in DPP data, then click Save sustainability data.

Section 10

Field reference — General tab

3 minutes

Every field on the General tab explained — including fields that do not appear in the registration wizard.

Section Field Required Notes
Item IdentityNameYesThe product name — Bottel Cap. Visible everywhere the product appears across the platform.
Product TypeNoRead-only — Item or Assembly. Cannot be changed after creation.
Product IDYes456 — the internal system ID. Changing this renames the product across all historical records. Use with caution.
DescriptionNoFree-text description — currently 040424 (the internal code used as description for Bottel Cap). Shown on detail pages and some PDF outputs.
Barcodes & SKUEAN-13NoExactly 13 digits — 3333333333333. Used for warehouse scanning and product labels.
UPCNoExactly 12 digits — 333333333333. North American retail barcode.
SKUNoInternal stock-keeping code — 321. Free format, separate from Product ID.
Pricing & StockPriceNoSale price per base unit — 50. Used on sales orders and quotes.
CostNoStandard cost per unit — 20. Used for COGS planning and variance reporting. The Actual cost (from receipts) overrides this on the Cost & valuation tab.
Min Stock LevelNoReorder alert threshold — 15.000000. When stock falls below this, the inventory dot turns red. MRP uses this for purchase suggestions.
Max Stock LevelNoUpper stock ceiling — 0 (not set). Used for space-constrained or JIT ordering.
Reorder QuantityNoHow many units to order when stock hits minimum — 0 (not set). MRP uses this figure for the suggested PO quantity.
Shelf life (days)Noe.g. 365. Enables FEFO stock rotation — stock is picked in expiry date order. Leave blank for non-perishable items.
CategoriesProduct categoriesNoGroup this item into one or more custom categories — e.g. "Packaging", "Raw Materials". Useful for filtering and reporting. Bottel Cap has no categories assigned. Click + New Category to create one.
ClassificationMRP HoldNoTick to block MRP from generating purchase or works order suggestions for this product. Useful for discontinued items still in stock.
TraceabilityNoSerial — per-unit identity (warranty + passport) for Bottel Cap. Each serialised unit gets its own identity (warranty tracking and DPP QR code). Other options: None (quantity only), Lot / Batch. Cannot be changed after stock is received.
Warranty (months)No100 months — applied to each serialised unit of Bottel Cap. Appears on the digital product passport. Only shown when Traceability is Serial.
Status *YesActive — the product is live. Change to Archived to retire it without deleting history. Archived products are hidden from most pickers.
Unit (BASE / STOCK UNIT)NoEach — the base unit. Warning: changing the base unit re-expresses all existing stock and costs into the new unit. Only change if you made an error at registration.
SuppliersSelect (top table)NoTick suppliers from the 52-record catalogue to link them to this product. Showing 5 of 52 examples (090524 ds, 121212, 160524, 170524, 23). Enter the per-unit price for each.
Selected (bottom table)NoShows the 3 currently linked suppliers: Test supplier (UK/4600/logistics/£100 — Preferred), Elephant and castle (£1), sdsaad (£3). Use the radio button to set the Preferred supplier. Click Remove to unlink.
Lead Time (days)NoDays from order to delivery for each supplier. MRP uses this to back-calculate the latest order date for on-time delivery.

What's next

Item detail — General tab

After saving, return to the General tab to confirm your changes are reflected in the read-only view.

Item tabs

View the read-only versions of Route, QC, Units and Lifecycle on the item detail page.

Inventory

Back to the Inventory list — price, cost and stock thresholds updated here are reflected immediately.

MRP Runs

Changes to Min Stock Level, Reorder Quantity, Lead Time and Preferred Supplier feed directly into MRP suggestions — run MRP after updating these fields.

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