Inventory settings
Configure categories, properties, statuses, tags, and inventory numbers
Global configuration lives under System → Inventory. The separate System → Material sets entry is covered under Material sets.
Settings map
| Tab | Effect for users |
|---|---|
| General | Detailed-item quantity logic and inventory-number display |
| Categories & subcategories | Catalog navigation, classification, and expected article properties |
| Properties | Data fields, filters, table columns, and required article information |
| Statuses | Stock condition and the basis of ready-for-use availability |
| Tags | Flexible attributes, filter groups, and restricted assignment rights |
Central changes may affect existing articles. Test one existing and one new article after an adjustment.
General settings
Detailed articles always with quantity 1 makes every detailed record one
physical unit. Its quantity can no longer be edited. Inventory-number settings
control whether the number replaces the name for detailed units and add a
display prefix such as INV-. The prefix does not change stored data.
Categories and subcategories
Categories form the first navigation level and subcategories refine it. Properties assigned to a category describe the articles within it. Use categories for stable areas such as audio, lighting, or furniture; temporary attributes such as “Festival 2027” are better suited to tags.
Before restructuring a used category, check affected articles and whether their properties remain understandable.
Properties
Properties may contain text, number, date, year, time, date/time, checkbox, selection, file, or special room/manufacturer links.
| Option | Effect |
|---|---|
| Filterable | Property becomes available in the inventory filter. |
| In article overview | Property appears as a column or overview detail. |
| Required value | Articles in the category require a value. |
| Across all articles | One value applies to every detailed unit. |
| Individual value | Value is excluded from duplication and bulk editing. |
Drag and drop controls property order. Use individual value for serial numbers and other unique identifiers.
Statuses
Statuses have a name, colour, and order and split article quantity by condition. At least one must clearly represent ready-for-use stock because article planning uses it as the available base quantity. Changing the meaning of a used status does not automatically reinterpret existing quantities.
Tags and tag groups
Tags are coloured, combinable attributes. Groups organise them in the filter, for example by location, safety, or inspection state. Tag use and editing can be restricted to selected users and departments. A protected tag should have a clear owner and meaning.
Recommended setup order
- Define statuses and the meaning of ready-for-use stock.
- Create stable categories and subcategories.
- Define reusable properties with suitable data types.
- Assign them to categories and use required fields sparingly.
- Create tag groups, tags, and access restrictions.
- Set inventory-number display and detailed-unit quantity logic.
- Create sample articles and verify search, table, and planning views.
- Only then prepare common equipment as material sets.