Items#

An item is anything you buy, make, sell, or track. Every stock movement in Neriyam is for a specific item. Items must be created and approved before they can appear on a purchase order, sales order, or stock entry.

Overview#

Every item has:

• A unique code (auto-generated or manually entered)
• A name and item type (Product, Service, etc.)
• A stock UOM that defines the cost basis
• An item category (hierarchical — e.g., Raw Materials › Steel › Bars)
• A tax code (HSN for products, SAC for services) that drives tax lookup
• Behaviour flags — whether the item is purchasable, sellable, serialised, batch-tracked, etc.
• UOM conversions — alternate units with conversion factors
• Stock policies — reorder levels and safety stock per warehouse
• Documents — datasheets, drawings, specs

Items go through the approval workflow when the toggle is on in Settings › System Settings.

Item types and their flags#

The Item Type you pick on creation sets the item's core behaviour — which cannot change after approval.

Item types come with pre-set Tier 1 flags (read-only on the item form):

• isStockable — physical inventory tracked in warehouses
• isBomInput — can be a component of a bill of materials
• isBomOutput — can be a manufactured output
• requiresCalibration — needs periodic calibration (tools/instruments)

Common item types in practice:

You also set Tier 2 flags on the item — these stay editable throughout its life (with some restrictions after approval):

• isPurchasable — can appear on purchase orders
• isSellable — can appear on sales orders
• isSerialized — each unit tracked by serial number
• isBatchTracked — qty tracked per batch
• isPoMandatory — reserved for future use (PO must exist to receive)

Typical workflow#

1. Create the item as a draft
2. Set the essential fields: name, type, stock UOM, category, tax code
3. Add UOM conversions if the item is bought or sold in units different from the stock UOM
4. (Stockable items) Optionally add stock policies per warehouse
5. Optionally upload the datasheet as an attachment
6. Submit for approval
7. Once approved, the item can be used in transactions

Creating an item#

1. Navigate to Inventory › Items
2. Click + New Item
3. Fill in the core fields (see below)
4. Save → lands in Draft

Core fields#

Behaviour flags#

Set the Tier 2 flags that match the item's intended use:

• Turn Purchasable off for finished goods you manufacture in-house and never buy
• Turn Sellable off for raw materials you use but never sell
• Turn on Serialised for items tracked individually (each unit has its own history)
• Turn on Batch-tracked for items tracked in groups (lot, roll, cast)

Item detail page — tabs#

Details#

The core fields and behaviour flags, with edit buttons. Also shows the approval trail (who submitted, approved, rejected, and when).

UOM Conversions#

Per-item alternate units with conversion factors. For example, a steel bar might have:

• Stock UOM: KG (primary — cost basis)
• Alternate: MTR with conversion 1 MTR = 2.5 KG
• Alternate: EA (bar) with conversion 1 EA = 150 KG

Flags per conversion:

• Purchase UOM — this UOM is available when the item is on a PO
• Sales UOM — this UOM is available when the item is on an SO
• Default Purchase / Default Sales — pre-filled when the item is picked on a new PO / SO line

Stock Policies#

Optional per-warehouse reorder settings (appears only when the item is isStockable):

Add a stock policy per warehouse where the item is kept. Warehouses without a policy have no alerts.

Stock Levels#

Read-only view of current stock per warehouse (balance quantity). Appears once the item is Approved and Stockable.

Cost History#

Record of changes to the Standard Cost. Each entry captures the new cost, the reason, the date, and the user who made the change. Use the Edit Cost dialog on this tab to update standard cost post-approval.

Attachments#

Documents, drawings, datasheets, quality certs. Subject to the max attachment size from System Settings.

Fields locked after approval#

Once approved, these cannot be changed:

• Code (if system-assigned)
• Item Type
• Stock UOM

These are core identity — changing them would invalidate historical transactions.

Still editable: Name (limited), description, brand, part number, behaviour flags (except Tier 1), standard cost (via Edit Cost dialog), category, tax code, weight, cover image, UOM conversions, stock policies, attachments.

Workflow actions#

Excel import#

For initial data loading or batches of new items, use the Import action on the Items list.

1. Download the import template (spreadsheet with columns)
2. Fill in one item per row — code, name, type, category, stock UOM, description, brand, part number, tax code, standard cost, weight, and the Tier 2 flags
3. Upload the file; Neriyam shows a preview with validation errors per row
4. Fix errors and re-upload, or import the valid rows as drafts

Export works similarly — the Items list has an Export action that produces a CSV/Excel of the current filtered view.

List page#

• Search by code, name, brand, or part number
• Filter by status, type, category
• Columns: Cover image, Code, Name, Category, Stock UOM, Tax Code, Status
• Row menu: View, Edit (Draft), Submit, Delete, Edit Cost (Approved)
• Row click opens the detail page

Related#

• Item Categories
• Units of Measurement
• Warehouses — where stockable items live
• Tax determination — how the tax code on items drives tax calculations
• Approval workflow