Items Settings

In-app routes (sign-in required): Preferences · Custom Fields · Scanner (legacy /settings/items/barcode opens the same Scanner page).

Who can open Settings → Items: Admin and Manager workspace roles. Staff does not see the Items section in Settings (see Settings overview).

Preferences

The Preferences page configures tenant categories, units of measure, and Stocks alert toggles used across Items.

Overview of Preferences Page

In Settings → Items → Preferences, you can manage:

• Categories — add, edit, or delete in dialogs (saved when you confirm the dialog)
• Units of Measure — add, edit, or delete in dialogs (saved when you confirm the dialog)
• Stocks — two checkboxes; changes use the Save / Cancel bar at the bottom of the page only for this section

Category and unit names save from their Add / Edit dialogs, not from the footer Save button (that footer applies only to the Stocks toggles).

Categories

Categories help organize items into logical groups (e.g., Raw Materials, Finished Goods, Tools).

View Categories

• Displays a list of all existing categories

Create a Category

1. Click Add category
2. Enter the category name
3. Confirm in the dialog (creates the category immediately)

Edit a Category

1. Click the Edit icon
2. Update the category name
3. Confirm in the dialog

Delete a Category

1. Click the Delete icon
2. Confirm the action

This action cannot be undone.

Units of Measure

Units of Measure define how items are quantified (e.g., pieces, kilograms, liters).

View Units

• Displays all available units of measure

Create a Unit

1. Click Add unit
2. Enter the unit name
3. Confirm in the dialog (creates the unit immediately)

Edit a Unit

1. Click the Edit icon
2. Update the unit name
3. Confirm in the dialog

Delete a Unit

1. Click the Delete icon
2. Confirm the action

This action cannot be undone.

Stock settings (Stocks)

Two options (footer Save / Cancel only affects these toggles):

• Show an Out of Stock warning when an item's stock drops below zero
• Notify me if an item's quantity reaches the reorder point

Other item-level preferences may exist in tenant data but are not edited on this screen.

Saving Stocks changes

• Click Save to persist the two Stocks checkboxes
• Click Cancel to revert those toggles to the last saved values

ベストプラクティス

1. Define Categories Before Creating Items
   • Set up categories early to keep items organized from the start
   • Avoid creating items without proper classification
2. Keep Category Names Clear and Consistent
   • Use simple, standardized naming (e.g., Raw Materials, Packaging, Finished Goods)
   • Avoid duplicates or overly specific labels
3. Standardize Units of Measure
   • Use consistent units across similar items
   • Avoid mixing units unnecessarily (e.g., grams vs kilograms for similar materials)
4. Do Not Delete Frequently Used Units or Categories
   • Deleting them can affect existing items
   • If no longer needed, stop using them instead of removing them
5. Enable stock alerts early
   • Choose units that match how items are actually handled
   • Example:
     • Liquids → liters
     • Small parts → pieces
     • Bulk materials → kilograms
6. Review Preferences Periodically
   • As operations grow, update:
     • Categories
     • Units
     • Stock alert settings

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Custom Fields

The Custom Fields section defines extra fields on items beyond built-in system fields.

Access: Workspace Admin and Manager can open this page. Staff does not see Settings → Items.

Plans: Viewing field definitions is available on all plans. Creating, editing, and deleting custom fields requires Standard, Pro, or Enterprise (the Free plan shows an upgrade path when you try to create or change fields—in-product copy is authoritative).

Overview of Custom Fields Page

In Settings → Items → Custom Fields, you can:

• View all fields (including built-in system fields that are locked)
• Create and edit custom fields when your plan allows
• Set Mandatory, Show on Templates, and Status
• Delete custom fields (not system fields)

Each custom field includes:

• Field Name
• Data Type
• Mandatory (Yes/No)
• Show on Templates (Yes/No)
• Status (Active/Inactive)

Some system fields are locked and cannot be edited or deleted.

Creating a Custom Field

1. Click Create custom field (gated on Standard+)
2. Enter the following details:
   • Field name
   • Data type (see Data types below)
   • Status (Active/Inactive)
3. Optionally enable Mandatory and Show on templates
4. Click Save

The new field will be available where items use custom fields.

Editing a Custom Field

1. Select a custom field from the list
2. Update the necessary details:
   • Field Name
   • Data Type
   • Status
   • Mandatory Settings
3. Click Save

Data types

The picker includes many types, for example: text (single or multi line), Dropdown, Attachment, Amount, Email, URL, Phone, Number, Decimal, Percent, Date, Date & time, Checkbox, Auto number, Multi-select, Lookup, and more. Exact labels match the in-app Data type list.

Activating / Deactivating a Field

• Active → Field is visible and usable in item forms
• Inactive → Field is hidden from usage

Use this instead of deleting fields when possible.

Deleting a Custom Field

1. Open the custom field for edit
2. Use Delete / confirm (wording matches the in-app dialog)
3. Confirm the action — deletion is permanent; the app notes that historical item data may still exist until cleaned up separately

ベストプラクティス

1. Only Create Fields You Actually Need
   • Every extra field adds complexity
   • Too many fields slow down item creation and confuse users
2. Use Clear and Specific Field Names
   • Good: “Batch Number”, “Supplier Code”
   • Bad: “Info”, “Details”, “Field 1”
3. Choose the Correct Data Type
   • Use Number for quantities
   • Use Email/URL for validation
   • Avoid using text fields for everything
4. Be Careful with Mandatory Fields
   • Only mark fields as mandatory if they are truly required
   • Too many required fields will slow down workflows
5. Avoid Deleting Fields in Use
   • Deleting fields may remove important historical data
   • Instead, set them to Inactive
6. Keep Your Data Structure Consistent
   • Standardize how data is entered across teams
   • Avoid multiple fields that capture the same information
7. Review Fields Regularly
   • Remove unused fields (by deactivating them)
   • Adjust fields as operations evolve

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Scanner

The Scanner page (sidebar label Scanner) configures USB barcode scanners (WebHID) and camera scanning for item workflows.

Plans: Saving USB and camera scanner preferences requires Pro or Enterprise (Standard and Free show read-only preview with upgrade messaging—in-product text is authoritative).

Roles: Only workspace Admin and Manager can change scanner settings; Staff does not see Settings → Items.

Browsers: USB pairing uses WebHID (typically Chrome or Edge). If WebHID is unavailable, use the camera flow or a supported browser.

Overview of the Scanner page

In Settings → Items → Scanner, you can:

• Choose a USB barcode scanner (pair or select a listed device)
• Choose a camera (grant permission when prompted)
• Test device before saving

Connecting devices

1. Connect or enable hardware, or grant camera permission when asked
2. Use Pair new device… for HID where shown, or pick a listed USB barcode scanner / camera
3. Test device to verify input, then Save to persist preferences

Testing a device

1. Select a device in the USB barcode scanner or camera row
2. Click Test device
3. Complete the test flow (hardware: listen for a scan; camera: place the barcode in view)
4. The dialog shows Working, scanning status, or an error message depending on the outcome

Scanner Interface Behavior

During testing:

• A preview interface is shown
• A guide box helps position the barcode
• Feedback is displayed instantly after scanning

Saving scanner settings

When your plan allows barcode configuration (Pro or Enterprise), use Save / Cancel in the page footer for scanner-related preferences. On Free or Standard, the page shows upgrade messaging and the save bar is not used for changing scanner settings.

ベストプラクティス

1. Always Test Before Using in Operations
   • Don’t assume the scanner works just because it’s connected
   • Test it before relying on it in real workflows
2. Use Dedicated Barcode Scanners for Speed
   • Hardware scanners are faster and more reliable
   • Camera scanners are useful as backup, not primary
3. Ensure Proper Lighting for Camera Scanning
   • Poor lighting = failed scans
   • Avoid glare and shadows on barcodes
4. Use Clear and High-Quality Barcodes
   • Blurry or damaged barcodes slow down scanning
   • Standardize barcode printing quality
5. Avoid Switching Devices Frequently
   • Stick to a primary device per workstation
   • Constant switching leads to configuration issues
6. Train Users on Proper Scanning Distance
   • Too close or too far = failed scans
   • Keep consistent positioning for efficiency
7. Keep Devices Maintained
   • Clean scanner lenses regularly
   • Check connections if scans start failing
8. Have a Backup Option
   • If your main scanner fails, operations should not stop
   • Keep a camera scanner or spare device ready