Item detail — General tab: details, stock, images and files
The Item detail General tab shows product identifiers, live stock levels per warehouse, engineering files, images, asset documents and linked work instructions.
Section 01
The Item detail page
1 minute
Clicking View on any Inventory row opens the Item (or Assembly) detail page. It has 13 tabs covering every aspect of the product — from stock levels to quality inspections, cost & valuation and lifecycle. This page documents the General tab, which is the default landing tab and the primary view for day-to-day reference.
- Item shown: Bottel Cap (v1.00, ACTIVE) — Product ID 456, internal code 040424
- Total stock: -7 (negative — more consumed than received), Minimum Level: 15
- Stock breakdown: warehouse 3 (0), waerhouse 4 (0), development warehouse (-7, shown in red)
- Sections on General: Details, Stock, Engineering Files, Images, Assets, Work Instructions
- Footer actions: Delete Item, Archive, Report Issue, Edit Item, Create Picking List
All data on the General tab is display-only. To change the name, price, stock settings or any other field, click Edit Item in the footer. You can also add engineering files directly from this page using the Upload File button in the Engineering Files section.
Section 02
General tab
3 minutes
The complete General tab for Bottel Cap (GLC-002-04 family, internal code 040424). All sections are shown in sequence — Details, Stock, Engineering Files, Images, Assets and Work Instructions.
PRODUCTS › INVENTORY › ITEM DETAILS
General — Overview, stock levels and pricing
Primary drawing / image
040424
Per Warehouse
No Work Instructions Yet
Section 03
Details card
2 minutes
The Details card shows the core product identifiers and pricing set at registration. It sits directly below the product image and name.
| Field | What it shows |
|---|---|
| Product image + Primary badge | The primary drawing or image set on the product — shown top-left of the identity row. The ◎ Primary badge confirms this is the cover image used across the platform (inventory thumbnails, POs, picking lists). Set or changed in the Drawings step or via Edit Item. |
| Product name | Bottel Cap — the full product name entered at registration. Note: the name shown in the app is exactly as typed — typos included (the correct spelling is "Bottle Cap"). |
| v1.00 | Version number — auto-incremented when the product is revised. v1.00 is the initial version. Versions are tracked for audit and engineering change history. |
| ACTIVE badge | Product status — ACTIVE means the product is live and can be used in orders, WOs and POs. Archived products show a different badge and are hidden from most pickers. |
| Internal code (040424) | A secondary reference code — 040424 — shown below the product name. This is separate from the Product ID (456) and SKU (321) and may represent a legacy or customer-facing code. |
| Product ID | 456 — the system Product ID. Note: this differs from the Product ID shown in the Inventory list (GLC-002-04). The list shows the user-defined code; the detail page shows the internal database ID. |
| Type | Item — a standalone product. Would show Assembly for products built from a BOM. |
| Unit | ea — Each. The base unit for all stock counts. Stock figures throughout the system are in this unit. |
| SKU | 321 — internal stock-keeping unit code. Separate from the Product ID and EAN. |
| EAN | 3333333333333 — 13-digit European Article Number. Used for barcode scanning in the warehouse. |
| UPC | 33333333333 — 11-digit Universal Product Code (standard UPC-A is 12 digits; the display may trim leading zeros). |
| Price | 50.00 — sale price per unit used on quotes and sales orders. |
| Standard Cost | 20.00 — the planned cost per unit entered at registration. Compared against the actual (weighted average) cost on the Cost & valuation tab. The variance is +£30.00/ea here (actual cost is much higher due to large stock movement data). |
Section 04
Stock section
2 minutes
The Stock section shows four summary figures and a per-warehouse breakdown. For Bottel Cap, the total stock is -7 — a negative ledger caused by the development warehouse showing -7 units.
| Field | Value | What it means |
|---|---|---|
| Total Stock | -7 (red) | Net stock across all warehouses. -7 means the system ledger is negative — more units have been consumed, allocated or adjusted out than have been received. Investigate to find the cause (likely an over-allocation or missing receipt in the development warehouse). |
| Minimum Level | 15 | The reorder threshold set on this item. Since total stock (-7) is below the minimum (15), the Inventory list shows a red dot next to the Min. Stock value. A reorder is overdue. |
| Maximum Level | — | Not set for Bottel Cap. When set, this is the upper stock ceiling — useful for space-constrained items or JIT purchasing policies. |
| Reorder Quantity | — | Not set. When set, MRP uses this as the suggested order quantity when stock hits the Minimum Level. |
| warehouse 3 | 0 | No stock held in warehouse 3 — normal, no action needed. |
| waerhouse 4 | 0 | No stock held in waerhouse 4 — zero balance. |
| development warehouse | -7 (red/alert pill) | The problem warehouse — -7 shown in a red alert pill. This is the source of the negative total. Check recent stock adjustments, despatch records or QC consumption against this warehouse. |
A red total stock figure like -7 does not mean physical stock is missing — it means the system ledger is out of balance. Common causes: a receipt was not recorded, a QC consumption event wrote off units, or a stock adjustment was applied to the wrong warehouse. Use the History tab to see every stock movement for this product and identify the discrepancy.
Section 05
Engineering Files
1 minute
The Engineering Files section is for CAD models and technical drawings — STEP, IGES, STL (3D models) and DXF, DWG, PDF (2D drawings). This is separate from the Images section (which holds photos and reference images) and the Assets section (which holds documents).
| Element | What it does |
|---|---|
| ↑ Upload File button | Appears top-right of the Engineering Files header. Opens a file picker to upload CAD or drawing files. Supported formats: STEP, IGES, STL (3D models), DXF, DWG, PDF (2D drawings). |
| "Send to supplier" flag | When you upload a file and mark it "send to supplier", it attaches automatically to all purchase-order emails sent to suppliers of this product. Useful for engineering drawings that suppliers need to manufacture the part correctly. |
| Empty state message | "No CAD models or drawings yet" — shown when no engineering files have been uploaded. Bottel Cap currently has no files here. |
Section 06
Images
1 minute
The Images section shows all photos and reference images uploaded during registration (Drawings step) or added later via Edit Item. Bottel Cap has 1 image — the primary cover image (a pipeline photo used as a placeholder in the example data).
| Element | What it shows |
|---|---|
| ◎ Primary badge | Marks the image set as the primary/cover image. This image appears as the product thumbnail in the Inventory list, on purchase orders, picking lists and anywhere a product image is shown across the platform. Only one image can be Primary at a time. |
| Image thumbnails | Clickable thumbnails — click to preview in full size, set as Primary or delete. Additional images can be uploaded to the same product. |
| Image count ("1 image") | Shown top-right of the Images header. Tells you how many images are attached without scrolling. |
| Supported formats | JPEG, JPG, PNG, WEBP — max 10 MB per file. Uploaded during the Drawings step at registration or via Edit Item → Drawings tab. |
Section 07
Assets
1 minute
The Assets section holds supporting documents — data sheets, test reports, certificates, video files, spreadsheets. Bottel Cap has 1 file: new.txt (a placeholder upload in the example data).
| Element | What it shows |
|---|---|
| File type badge (TXT) | Coloured badge showing the file format — TXT for new.txt. Other common types: PDF (red), XLSX (green), DOCX (blue), MP4 (dark). Helps identify files at a glance without opening them. |
| File name | new.txt — the filename as uploaded. Click to download or preview. |
| File count ("1 file") | Shown top-right of the Assets header. Bottel Cap has 1 asset file. |
| Supported formats | PDF, Word (DOCX), Excel (XLSX), PowerPoint (PPTX), CSV, ZIP, RAR, MP4, MP3 and more. Max 50 MB per file. Images belong in the Drawings step, not here — .jpeg, .png, .jpg, .svg, .webp are excluded from Assets. |
Section 08
Work Instructions
1 minute
The Work Instructions section links digital work instructions to this product. When a works order is created for this item, the linked instructions become available to the operator on the shop floor — step by step, with images and checklists. Bottel Cap currently has no work instructions.
| State | What it means |
|---|---|
| "No Work Instructions Yet" | Empty state shown for Bottel Cap. Work instructions are created and linked via Production › Work Instructions — then associated with this product. Once linked, they appear here as a list with step counts and last-updated dates. |
| Linked instructions | When linked, each instruction card shows the instruction name, step count and version. Operators access them directly from the works order — not from this product page. |
Section 09
Footer actions
1 minute
The footer appears at the bottom of every tab on the item detail page. It gives quick access to the most important actions.
| Action | What it does |
|---|---|
| ← Go Back | Returns to the Inventory list without making any changes. |
| Delete Item | Permanently deletes the product record. Only available if no stock transactions exist. If the product has been used in orders or WOs, use Archive instead. |
| Archive | Sets the product status to Archived. It disappears from the main Inventory view and all product pickers but its history, stock records and order links are preserved. Archived products can be restored. |
| Report Issue | Raises a flagged issue against this product — routed to your quality or operations team for investigation. |
| Edit Item | Opens the Edit Item / Assembly form — same layout as the registration wizard but pre-populated. All fields are editable. For assemblies, the BOM can also be modified here. |
| + Create Picking List | Creates a manual picking list for this product — useful for ad-hoc warehouse picks outside of a formal sales order workflow. |
The ⚙ Configure variations button in the top-right lets you set up product variants — e.g. the same item in different sizes or colours — all tracked under one product record. Each variation can have its own barcode, price and stock level. Variations share the parent product's BOM and route.