The Commodity Type defines the classification of inventory items. This data is used in the Commodity Type dropdown on the Add/Edit Item page.
1. Adding a New Commodity Type
To add a new commodity type to your organization:
Step 1: Access Commodity Type Settings
- Navigate to Settings under the Inventory Module from the left sidebar.
- Select Commodity Type from the menu.
- Click the Add Commodity Type button.
Step 2: Enter Commodity Type Details
On the Add Commodity Type page, fill in the following details:
- Commodity Type Code – Enter a unique identifier for the commodity type.
- Commodity Type Name – Specify the name of the commodity type.
- Order – The lower the order number, the higher the commodity type appears in the Commodity Type dropdown.
- Display Option –
- ✅ Checked → The commodity type is visible in the Commodity Type dropdown (Items Menu → Add/Edit Item form).
- ❌ Unchecked → The commodity type is hidden and will not be available for selection.
- Note – Enter any additional details related to this commodity type.
Step 3: Save the Commodity Type
- Click the Save button to confirm and create the commodity type.
2. Editing a Commodity Type
To modify an existing commodity type:
Step 1: Access the Commodity Type Menu
- Navigate to Settings under the Inventory Module from the left sidebar.
- Select Commodity Type from the menu.
Step 2: Edit Commodity Type
- Hover over the commodity type to be modified and click Edit.
- Make the necessary changes.
- Click Save to apply the updates.
3. Deleting a Commodity Type
If a commodity type is no longer in use, you can delete it.
Step 1: Access the Commodity Type Menu
- Navigate to Settings under the Inventory Module from the left sidebar.
- Select Commodity Type from the menu.
Step 2: Delete the Commodity Type
- Hover over the commodity type to be deleted and click Delete.
- Confirm the deletion in the pop-up message.
- The commodity type will be permanently removed.
Final Notes
- Organizing commodity types helps streamline inventory classification and improves searchability.
- Use the display option wisely to control which commodity types appear in the item selection lists.
- Deleted commodity types cannot be recovered, so ensure they are no longer required before deletion.