Steps to Add an Inventory Item
From the retm.sa dashboard, go to Inventory from the side menu, then select Inventory Items.
Click Add at the top left of the top bar to add a new item, or click the arrow next to the Add button to use the bulk add option and enter multiple items at once.
Enter the required inventory item details, including the name, item code, reference code, item type, and the appropriate unit group.
Add tags to make it easier to search for and access the item when needed.
After reviewing the data and ensuring its accuracy, click Save to add the inventory item to the system.
Inventory Item Management
Managing and Editing Inventory Item Data
The Inventory Item Details page allows you to edit the item’s core information and control its settings, including item type, cost calculation method, activation status, and unit group. This helps ensure accurate inventory management and improved cost tracking.
1. Name, Item Code, and Barcode
You can edit the item’s identification details, including:
Arabic and English Name: To ensure proper display across the system, invoices, and reports.
Inventory Item Code (SKU): A unique code used to identify the item within the system.
Barcode: Used to speed up search, sales, and stocktaking processes using barcode scanners.
2. Item Type
Defines the type of item and how it is used within the system. The available types are:
Raw Material (Material Item)
A raw material is an item that is stored and its quantity is tracked in inventory. It can be used as a component in manufacturing processes or composite items.
This item is not sold directly from the sales screen unless it is linked to a sales product. When the linked product is sold, the system automatically deducts the required quantity from the inventory item.
Manufactured Item
A manufactured item is produced through a manufacturing recipe (Bill of Materials). The required input materials and quantities are defined, and a production process is executed to convert them into a new inventory item.
The resulting item may be a semi-finished product used in further production processes or a finished product linked to a sales item and consumed upon sale.
Composite Item
A composite item is defined as a group of components under a single item. It does not require a production process; instead, its components are consumed directly when the linked sales product is sold.
You can read the article "Types of Inventory Items in the System" to gain a deeper understanding of them, including the uses of each type along with illustrative examples.
3. Cost Calculation Method
This setting determines the source the system uses to calculate the item cost.
Fixed Price
When Fixed Price is selected, the system fully relies on the value entered in the cost field.
The specified cost is used directly in all transactions and reports.
Any cost resulting from purchase operations or component costs is ignored.
Note: If a cost of, for example, 10 SAR is entered, it will always be used, regardless of the inventory item’s purchase price.
From Purchase Transactions
The system calculates the item cost based on the average cost of recorded purchase transactions.
The cost is automatically updated based on purchasing activity.
If no actual purchase cost is available, the value entered in the cost field will be used as a fallback value.
Note: The cost entered in the cost field is used only as a fallback value. It is applied when no actual item cost is available from transactions or components.
From Item Components
The item cost is automatically calculated based on the total cost of its related materials and components.
This method is suitable for composite items and products manufactured from multiple components.
The cost is updated according to the cost of the components used.
Note: The cost entered in the cost field is used only as a fallback value. It is applied when no actual item cost is available from transactions or components.
4. Cost
This field represents the item cost used in sales, reporting, and profitability calculations based on the selected cost calculation method.
When Fixed Price is selected, the entered value is used directly.
When From Purchase Transactions or From Item Components is selected, the value is used only as a fallback cost when no actual cost is available.
5. Tags
Tags are used to categorize items and make them easier to search within the system.
Examples of tags:
Food items
Frozen products
Raw materials
Finished products
6. Item Activation
The item activation option controls whether the item can be used within the system.
When enabled: The item becomes available for use in all operations.
When disabled: The item is completely deactivated and will not be available for sales, purchases, or consumption.
Note: When an item is deactivated, it will be excluded from all related recipes or composite products linked to it.
7. Batch Tracking
The batch tracking option allows tracking quantities based on batch numbers and production or expiry dates.
Benefits of batch tracking:
Track products by each batch.
Identify product sources and associated quantities.
Improve quality management and enable product recalls when needed.
8. Unit Group
Unit groups are used to define the measurement units associated with an item, such as:
Piece
Carton
Kilogram
Gram
Liter
They help manage purchasing, sales, and unit conversions accurately across different operations.