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3.5 Add an item to your inventory

Written by Support

Goal

Add a product you need stocked at your location. This is how you get a new part, tool, or piece of equipment into your inventory from the field.

Who

Techs (primary). Field Managers when working from the field.

Steps

  1. Open the Inventory tab and tap the plus icon in the top-right of the header. (The header camera icon's Inventory Request option gets you to the same place, photo-first.)

  2. Choose how to find the item:

    • Search Catalog to look it up by name, then continue to the Add Item form. The search covers the retailers your Office orders from.

    • Take a photo to snap the item and let Sibi identify it.

  3. On the Add Item form, fill in what you know: the kind of item (part, tool, or equipment), a SKU or model number, and a photo. You need at least a SKU or a photo; both together help Sibi identify it faster.

  4. Under Bin Details, set the minimum and maximum quantities you want to keep on hand, and optionally the quantity you have right now.

  5. Submit. Sibi identifies the item and adds it to your inventory.

Notes

  • You don't have to identify the item yourself. Enter what you have and Sibi does the lookup after you submit.

  • If Sibi can't identify the item, it tells you exactly what would help, for example a clearer photo or the store's item number. You can retry with that hint yourself (see 3.8), or your Field Manager can from the web admin (see 2.10).

  • An item that needs your Field Manager's approval shows a Pending Approval indicator and won't appear on restock orders until it's approved. Once approved, it behaves like any other bin. Filter the Inventory tab by StatusPending Approval to see everything still waiting.

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