How to Create Inventory

Creating an Inventory record means officially logging a physical quantity of a Part into a specific storage location.
This updates both your stock levels and the financial value of that stock.

Step 1 – Open the Inventory Module

1. From the main sidebar, expand Parts & Supplies.
2. Click Inventory to open the inventory list.

Step 2 – Open the Creation Form

1. On the Inventory dashboard, click the black + Create button in the top‑right corner.
2. UniCMMS opens the Receive Items form.

Step 3 – Define Inventory Parameters

Fill in the fields to establish the new stock record.

Field	Description	Required
Part	Select the master Part you are adding to this location.	Yes
Stock Location	Choose the facility / warehouse where the items will be stored.	Yes
Quantity	Enter the total number of physical units being added.	Yes
Receipt Number	Enter the invoice, delivery note, or purchase order number (must be unique).	Yes
Unit Price HT	Enter the pre‑tax purchase price per single unit.	Yes
Note	Provide additional delivery or setup details.	No
Aisle, Row, Bin	Define the exact physical coordinates inside the facility.	No
Minimum Level	Low‑stock threshold that will trigger an alert for this location.	No
Maximum Level	Maximum allowed stock capacity to prevent over‑ordering at this location.	No

tip: Use precise locations Filling out Aisle / Row / Bin makes it much faster for technicians to find the items on the warehouse floor.

Step 4 – Save the Record

1. Review all data, paying attention to Quantity, Unit Price, and Location.
2. Click Submit.

UniCMMS will:

• Create the inventory record.
• Calculate the total financial value.
• Make the stock immediately available for Work Orders and Stock Operations.