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Add Inventory Type


How to Access

"Data Management""Inventory Types" → Click "Add" button

💡 This feature operates through a popup dialog, not a separate page.


Contents


1. About This Feature

Quick Jump: Overview | How to Access | Examples

1.1 Overview

The Add Inventory Type feature allows you to create new stock categories (inventory types), such as Room Temperature, Refrigerated, Frozen, etc. After creating an inventory type, you need to enable it for each merchant in "Merchant Inventory Types".

1.2 How to Access

"Data Management""Inventory Types" → Click "Add" button

1.3 Examples

Quick Links: Add Room Temperature Type | Create Multiple Zone Types

Example 1: Add Room Temperature Inventory Type

Situation: The warehouse needs to create an inventory type for room temperature storage.

How to do it:

  1. Go to "Inventory Types" page
  2. Click "Add" button in the top right
  3. Enter "RT" for Code
  4. Enter "Room Temperature" for Name
  5. Click "Save"

Result: Room temperature inventory type is created and appears in the list.


Example 2: Create Multiple Zone Inventory Types

Situation: The warehouse needs to be subdivided by zone and requires multiple inventory types.

How to do it:

  1. Go to "Inventory Types" page
  2. Click "Add" button
  3. Fill in the first inventory type: Code "A", Name "Zone A"
  4. Click "Save"
  5. Repeat steps 2-4 to create "Zone B", "Zone C"

Result: All three zone inventory types are created and can be viewed in the list.


2. Feature Guide

Quick Jump: Form Fields | Steps

2.1 Form Fields

FieldHow to FillNotes
*CodeEnter unique code for the inventory typeRequired, max 10 characters, uppercase English recommended
*NameEnter display name for the inventory typeRequired, max 50 characters

Code Naming Suggestions

  • Use uppercase English letters and numbers
  • Keep it short and memorable
  • Examples: RT (Room Temp), COLD (Refrigerated), FREEZE (Frozen), A1, B2

2.2 Steps

▸ Add Inventory Type

  1. Go to "Inventory Types" page
  2. Click "Add" button in the top right
  3. Fill in the Code and Name in the popup dialog
  4. Click "Save" to complete creation

3. FAQ

Quick Jump: FAQ | Notes

3.1 FAQ

▪ Can I use Chinese characters for the code?

Yes, but uppercase English letters and numbers are recommended for easier system identification and import/export.


▪ Can I modify the code after creation?

Yes. However, before modifying the Code, ensure no external systems or import processes depend on this code, as it may cause data mapping errors.


▪ What happens if the code is duplicated?

The system will display an error message asking you to use a different code. Each inventory type Code must be unique.


▪ What do I need to do after adding?

After adding an inventory type, you need to enable it for each merchant in "Merchant Inventory Types" before they can use it.


▪ Can I cancel adding?

Yes. Click the "Cancel" button or click outside the dialog to close it without creating the inventory type.

3.2 Notes

⚠️ Important Reminders

  • Code uniqueness: Each inventory type code must be unique and cannot be duplicated
  • Cannot delete: Inventory types cannot be deleted after creation, so create carefully
  • Merchant enablement: New inventory types need to be enabled in "Merchant Inventory Types" before use