Open the category or subcategory the item belongs to (or Inventory → Overview) and choose Add New. The button only appears if you hold the Inventory Edit permission for the current category (or at least one category when on Overview), and it is hidden while you are looking at archived items.
The Add new window uses the same form as editing an existing item, so the fields below apply in both places.
Required fields
- Name — what the item is called. This is what the lists, search and notifications show.
- Category — which category the item belongs to. If you opened the form from inside a category (or selected a category folder in Overview), this is already filled in and locked; from the top of Overview you pick from the categories you have permission to edit.
- Quantity — how many you currently have. It must be a whole number, cannot be negative, and starts at 1.
Subcategory and stock levels
- Subcategory — optional folder within the chosen category (nested paths are shown as
Level 1 / Level 2 / Level 3). If you opened Add New while viewing a subcategory, it is pre-selected for you; choose No subcategory to keep the item at the category root. - Min and Max — the minimum and maximum quantity you want to carry. Both are optional whole numbers, neither can be negative, and either can be set on its own. If you set both on the form, Max must be greater than Min.
The minimum level is what drives the low-stock signals, so it is worth setting on anything you do not want to run out of.
Where and what it is
- Location — where the item is stowed. The field suggests locations already used on the vessel, but you can type a new one.
- Model, Part number, Internal part number and Barcode — identifiers for the exact article, including the manufacturer's part number and your yacht's own internal code.
- Manufacturer and Supplier — suggest values already in use on the vessel and accept new ones. These become the values you can filter by later.
- Image — an optional photo. Choose a picture file up to 20 MB; a preview appears once it is selected.
Condition and criticality
- Critical item — tick this for anything the vessel cannot operate without. Critical items are marked with a red Critical chip in the lists and can be filtered on.
- Expiration Date — for items that go out of date. Setting it puts the item on the vessel calendar and enables the expiry warnings.
Notes and cost
- Description, Purchase Details and Notes — free text for anything else worth recording.
- Price (per unit) and Currency — the unit price for reference. The price cannot be negative and the currency is a three-letter ISO code. These feed the totals in an inventory export; actual purchasing is handled in Finance.
Uniform details
In the Uniforms category the form also shows Size, Gender and Color, all optional. Size and Color suggest the values already used on the vessel but accept new ones; Gender is Not set, Male, Female or Unisex. Record each size/color/gender combination as its own item so each has its own quantity.
Linked components
In the Spares category, and only when the Maintenance module is enabled, the form also offers Linked Components, where you pick the equipment components the part belongs to.
Choose Add to save, or Cancel to abandon the entry. You can also create or restock items in bulk via spreadsheet import (see Importing and Exporting Inventory) or directly when recording an expense in Finance.
On a yacht running the on-board app there is no Add New button in the cloud — items are created in the on-board app.