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ERPX Documentation — Your complete guide to the ERPX platform
ModulesInventoryItems & Item Groups

Items & Item Groups

Go to: Inventory → Items

Items are the products, services, and consumables that your business buys, sells, or manufactures.

Creating an Item

Click New to open the item creation form.

Fill in Item Details

FieldDescription
Item CodeUnique alphanumeric identifier (e.g., PROD-001)
Item NameDisplay name of the item
Item GroupGroup items for reporting and navigation
Unit of MeasureDefault UOM (pcs, kg, liters, etc.)
Item TypeProduct, Service, or Consumable

Set Pricing

Configure default buying and selling prices, tax rates, and discount rules.

Configure Inventory Settings

Set reorder levels, lead times, and preferred suppliers.

Item Types

Products are physical items that are bought, stored, and sold. They affect inventory levels.

{ "itemCode": "LAPTOP-001", "itemName": "Business Laptop 15\"", "itemType": "Product", "trackInventory": true, "uom": "pcs", "sellingPrice": 999.99, "reorderLevel": 10, "reorderQty": 50 }

Item Groups

Go to: Inventory → Item Groups

Item groups organize items into a hierarchy for easier management and reporting.

FieldDescription
Group NameName of the item group
Parent GroupThe parent category (for nested hierarchies)
Is GroupWhether this is a parent group or a leaf group

Attributes & Variants

Go to: Inventory → Attributes

Attributes allow you to define variations of an item — such as size, color, or material. When attributes are assigned to an item, the system automatically generates item variants.

Example AttributeValues
ColorRed, Blue, Green, Black, White
SizeS, M, L, XL, XXL
MaterialCotton, Polyester, Wool

Item Batches

Go to: Inventory → Item Batches

Item batches track groups of items manufactured or received together. Useful for expiry tracking and quality control.

FieldDescription
Batch IDUnique identifier for the batch
ItemThe item this batch belongs to
Expiry DateWhen this batch expires (if applicable)
Batch QtyTotal quantity in this batch

Item Serial Numbers

Go to: Inventory → Item Serial Numbers

Serial numbers provide unit-level traceability for high-value or regulated items.

Enable serial number tracking on an item to require a serial number on every transaction — purchase, sale, transfer, and return.