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How To Manage Item Stores

Create and maintain item store records from the Item Store tab in the Inventory workspace.

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Last updated: March 22, 2026

This guide explains how to use Item Store to manage the storage-location records used by inventory items and stock entries.

Short summary

Use Item Store when the school needs to add or maintain a storage location such as a store room, supply office, or other tracked inventory location. The current tab combines an add form, a store table, and an edit modal.

Best for

Operations teams organizing where inventory is physically held and tracked.

Requires

Permission to manage inventory stores and an agreed naming model for storage locations.

Result

A reusable store record is available for items, stock intake, and inventory issue review.

Before you start

  • Decide the store name first.
  • Use the Code field if the school tracks storage locations by short identifier.
  • Add a description when the store needs location context for operators.

Inventory -> Item Store

Step 1: Open Item Store

In the sidebar, open Inventory and choose Item Store.

Inventory workspace Item Store tab showing the add-store form and store table.
The Item Store tab manages the storage-location records used throughout inventory workflows.

The current form includes:

  • Name
  • Code
  • Description

Step 2: Create the store record

Complete the form:

  1. enter Name
  2. add Code if your process uses one
  3. add Description if helpful
  4. click Save

Use Reset to clear the current input.

Step 3: Review the store table

The current table shows:

  • Name
  • Code
  • Description
  • Actions

Use the table to confirm the store exists before it is referenced in items or stock entries.

Step 4: Edit or remove the store carefully

The current row actions include:

  • Edit
  • Delete

Edit opens a modal for updating the same fields. Delete should be used carefully because stores are shared reference records used in multiple inventory tabs.

Step 5: Confirm usage in inventory workflows

After saving the store:

  • return to Add Item or Stock
  • verify the store appears in the selectors
  • use store-based filters later to confirm the record behaves as intended

Verify the result

  • the store appears in the table with the right name and code
  • the store is available in item and stock selectors
  • inventory filters can use the store correctly

Troubleshooting

IssueLikely causeWhat to do
The store is missing from selectorsIt was not saved or the inventory page needs refreshSave again and reload the workspace
Store labels are confusingNames or codes are too similarClarify them before operations depend on them
Staff save stock to the wrong storeThe reference list is unclearImprove store names and descriptions
Deleting a store feels riskyItems and stock rows may already rely on itReview dependent records before removing the store

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