Manage items
This workflow shows you how to maintain the items (articles) in oneGRID: create them, import them from files, and manage where they are placed. Items are the basis for work orders and stock.
Role: Administrator
Prerequisites
- Your account has the Work Orders And Items permission.
Steps
Create an item
- Open Management > Items.
- Click Add Item. The Add Item page opens.
- Enter the item number, name, and descriptions, and set the unit of measure. Optionally add an image.
- Save the item. It appears in the item list.
Import items from a file
- On the Items page, download a template via the save icon (CSV or JSON).
- Fill the template with your items and save the file.
- Upload the file on the Items page. The imported items appear in the list.
note
If the file contains duplicate entries, nothing is imported: the Duplicated entries dialog lists the duplicated numbers and external identifiers. Remove the duplicates from the file and upload it again.
Manage an item's placements
- Open the details of the item from the list. The Locations information shows where the item is stored.
- Add or adjust placements on locations through the placement dialogs.
Result
The items exist in oneGRID with correct master data and placements, and can be used in work orders, picking, and inventory.