How to Edit Inventory

Editing an Inventory record lets you update where stock is stored and how it is monitored—without changing the actual quantity.

info: Financial and Stock Lock You cannot change stock quantities or purchase price from this form.
To adjust live quantities, use Stock Operations for full audit tracking.

Step 1 – Access the Inventory List

1. From the main sidebar, expand Parts & Supplies.
2. Click Inventory.

Locate the inventory row you need to edit.

Step 2 – Open the Edit Form

1. In the target row, click the More (⋯) icon in the far‑right column.
2. Select Edit from the dropdown menu.

The Edit Inventory form opens with current values pre‑filled.

Step 3 – Update Storage Parameters

Update only the fields that require changes.

Field	Description	Required
Part	Reassign to a different master Part if the original link was incorrect.	Yes
Location	Change the primary facility / warehouse where this stock is tracked.	Yes
Aisle, Row, Bin	Update the exact physical coordinates inside the facility.	No
Minimum Level	Adjust the low‑stock alert threshold for this specific storage location.	No
Maximum Level	Adjust the maximum capacity threshold to prevent over‑ordering at this location.	No

Step 4 – Save the Record

1. Review the updated information.
2. Click Submit at the bottom‑right.

The inventory record is updated immediately and all future alerts and reports will use the new parameters.