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Items and locations

Last updated: October 24, 2026

What it does

Inventory lists the items you buy and sell on one tab and your stock locations on the other.

TabWhat it lists
ItemsThe products and services you sell and the things you buy. An item has a price, tax, unit of measure and stock.
LocationsWhere you hold stock. Every on-hand quantity belongs to one of them.

Each item field has a column. Show or hide most of them from Columns and Sort, beside the search box. Product always shows. Most of the rest start off until you turn them on.

ColumnWhat it shows
ProductThe item’s picture, title and description, or its SKU without one
StatusWhether it is active, draft or unlisted
InventoryThe quantity available to sell after open sales orders take what they have reserved, or that it is not tracked
SKUYour code for the item
BarcodeThe item’s barcode
CategoryIts product category
Sub CategoryIts subcategory
VendorWho you buy the item from
Vendor SKUThe vendor’s code for the item
Sell PriceWhat you sell it for
Compare PriceThe higher price you show a discount against
Cost Per ItemWhat the item costs you
Avg Cost Per ItemThe average cost paid across purchase orders and opening stock from an item import, None until either arrives
TaxThe tax rate and its percentage
UnitIts unit of measure
PhysicalWhether it is a physical product
SubscriptionWhether it is sold as a subscription
Shipping WeightIts shipping weight, with its unit
Origin CountryWhere it ships from
HS CodeIts shipping Harmonized System code
Purchase CategoryFree text for your purchasing accounts
Sales CategoryFree text for your sales accounts
Created AtWhen the row was created
Created ByWho created it
Updated AtWhen it was last changed
Updated ByWho last changed it

The locations list has Name, Status, Default, Address, SKUs, Stock, Retail Value and Cost Value, plus the same created and updated columns.

Ticked rows bring up a bar at the top of the list. Bulk actions on items and locations lists what it does. The Actions menu beside Create Item holds Import and Export.

A saved view keeps the filters, search, sort and columns it was saved with. Work boards and tasks covers filters, saved views and selecting rows.

Before you start

StatusOn orders
ActiveCan go on orders
DraftCannot go on orders
UnlistedYou can’t add it to a new order
  • The Actions menu beside Create Item shows for a team leader or above. Export is for a team leader or above. Import is for an administrator or above.
  • You can keep up to 50 saved views of your own on each list.

How to use it

  1. At the top of the page, select Locations or Items to move between the two lists.
  2. Select the view’s name at the left of the list’s toolbar, then choose a view to narrow the list.
  3. Select a row to open that item or location.
  4. Step to the row before or after from the header. The up and down arrows step through the list you came from, with its filters and sort order. They are unavailable at either end. Audit history and moving between orders describes them.

A list opens on its Active view the first time, then on the view you last used.

ListViewsThe search box filters by
ItemsActive, Draft and UnlistedStatus, Tags, Created, Sell Price, Cost, Vendor, Tax or Unit
LocationsActive and ArchivedStatus or Created

Your search, your sort, the filters and the page size are saved in the page’s web address. Send that address to someone, and the list opens for them as you left it, apart from which columns you show. Lucrii keeps your columns for your next visit, and a saved view keeps them too.

Troubleshooting

A location is missing from Adjust Stock. It is archived. An archived location keeps its stock levels visible, but Adjust Stock does not offer it.

  • Creating an item: Create an item with its name, prices, stock tracking and the vendor you buy from.
  • Stock locations: Add the places you keep stock, with an address and stats for what is held at each.
  • Adjusting stock: Check an item’s stock at each location, and correct it outside an order with Adjust Stock.
  • Importing items from a spreadsheet: Create or update many items at once from a CSV or TSV spreadsheet.
  • Bulk actions on items and locations: Edit, tag, restock or delete many items at once, or archive, restore or delete locations.
  • Exporting items: Download your items, their variants or your stock at each location as a CSV from the Actions menu.

Changes