Organization: Add/Edit/Delete Inventory

How to Access Inventory

1. On the top toolbar, click Organization.
   
   
2. In the left-hand menu, select Inventory.
   
   
3. The Inventory page will open, showing any existing entries in chart form.
   
   

Two Ways to Add Inventory

1. Through the Pop-Up Window

1. Click the yellow Add Item button (top right corner).
   
   
2. Enter Item Details:
   
   • Name (e.g., Chair, Table, Projector)
     
     
   • Optional: Upload an image 
     
     
   • Pick a Category (e.g., Furniture, AV, Food) from the dropdown (to add more categories see how to add/edit categories)
     
     
   • Pick an Inventory Type: Reusable or Consumable
     
     
   • Optional: Assign a Vendor (only vendors added through the Vendors tab will appear in the dropdown - see how to add a new Vendor)
     
     
   • Optional: Add notes in the Description field 
     
     
3. Click Next.
   
   
4. Enter Product Information:
   
   
   • Number of items available
     
     
   • Optional: Stock Keeping Unit (SKU), Universal Product Code (UPC) 
     
     
   • Rate per item (as charged by the vendor or your organization)
     
     
     
5. Click Create Item.
   
   
6. The new item will appear in the Inventory chart.
   
   

2. Directly in the Chart

1. At the bottom of the chart, click Add Item or press Shift + Enter.
   
   
2. A blank row will appear:
   
   • Enter the name of the item.
     
     
   • Pick a Category (e.g., Furniture, AV, Food) from the dropdown (to add more categories see how to add/edit categories)
     
     
   • Optional: Assign a Vendor(only vendors added through the Vendors tab will appear in the dropdown - see how to add a new Vendor)
     
     
   • Optional: Add notes.
     
     
   • Enter quantity available.
     
     
   • Enter Rate per item (as charged by the vendor or your organization)
     
     
3. Click the  ✔ to save, or X to cancel.
   
   

Note: To add advanced details (SKU, UPC, consumable/reusable, vendor assignment, or images), use the pop-up window method (Method 1 listed above).

How to Edit or Delete an Inventory Item

1. Hover over the row of the item you want to change.
   
   
2. Click the three-dot menu next to the item name.
   
   
3. Select Edit or Delete.

• Edit an Inventory Item:
  
  • Update details in the pop-up.
    
    
  • Click Save Changes to confirm.
    
    
  • Or click Delete to remove the item entirely.
    
    

• Delete an Inventory Item:
  
  • Confirm by clicking Yes, Delete in the pop-up.
    
    

Tip: If edits or additions do not appear immediately, refresh the page to view updates.

Next Steps 

See how to Add/Edit/Delete Workforce for producers

See how to Add/Edit/Delete Vendors for producers

See how to  Add/Edit/Delete Team Members for producers