General

In the General area you set the global basics of Inventory Management: the lists for units and categories, the behavior on minimum stock, permissions, visibility, the scanner and the custom fields.

Units

Units describe in what an article is kept (pieces, kg, liters, packs …). They are freely configurable — there is no fixed list. When creating an article you choose one of these units.

Few, clear units

Keep the unit list lean. “Pieces”, “kg”, “liters” and “pack” cover most assortments.

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Categories

Categories group articles for filtering and reporting (e.g. “Drinks”, “Cleaning”, “Dry goods”). They are admin-defined too. In the article list and in the report you can filter by category.

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Minimum stock warnings

Every article has a minimum stock. If a branch’s stock falls below this threshold, the article is flagged as under-supplied:

• Highlighted in the article list and on the dashboard
• Counted in the KPI tile Below minimum
• Optionally as a push notification

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Permissions

Setting	Description	Default
Staff may create articles	Allows non-admins to create new articles	Off

When the toggle is off, only admins can create articles; staff still book and count. When on, staff may also create new article master data.

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Stock visibility

Setting	Description	Default
Cross-branch stock visible	A branch also sees other branches’ stock	Off

When the toggle is off, each branch sees only its own stock. When on, the stock of all branches is visible — handy to check where goods are before a transfer.

Admins always see everything

Regardless of this toggle, admins always see all branches via the branch switcher.

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Barcode scanner

Setting	Description	Default
Enable barcode scanner	Shows the scanner on the dashboard and in article search	—

When the scanner is active, tapping the scanner icon opens the camera immediately. A recognized EAN/SKU opens the matching article directly. More under Articles.

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Custom fields (the “Custom fields” tab)

Beyond the fixed core fields, you can define any custom fields. This captures assortment-specific information without writing it into the description.

Field type	Example
Text	Supplier, storage location
Number	Weight, deposit
Date	Best-before date
Select list	Allergens, quality grade
Checkbox	Frozen goods yes/no

Each custom field appears in the article form and is maintained there per article.

Best-before and batch

For perishable goods, a date field “Best-before” and a text field “Batch” are worthwhile. This preserves traceability.

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Changing settings

1. Open the Inventory Management editor
2. Maintain units and categories
3. Set the permissions and the stock visibility
4. Enable the barcode scanner if needed
5. Create your custom fields in the Custom fields tab
6. Tap Save at the top right