# Items

Item fields, quantity types (on-hand, forecast, in-circulation), status flow, and cost configuration.

Source: https://support.toolingmetrics.com/en/inventory/reference/items/
Updated: 2026-10-29

An **Item** is an inventory record that tracks stock quantities, cost, and purchase/service information for a specific tool or material. An item is created either manually (**Inventory → Items → + Create**) or by syncing a Library Product to an item. A manually-created item has no Product link and no path to acquire one later — linking to a Product only happens through Sync. Items that require individual piece tracking are also marked **Serialized**; see [Serialized items](https://support.toolingmetrics.com/en/inventory/reference/serialized-items/).

## Fields

### General

| Field | Description |
|---|---|
| **Number** | The item's own reference code. Unique per organization. |
| **Name** | Item name. Copied from the linked product's designation on sync, or entered manually. |
| **Description** | Locale-aware free text. |
| **Product** | The Library Product this item was synced from, if any. Read-only — set only by **Push to Item** on the product, never editable on the item form. |
| **Internal Category** | Category in the internal tree. Determines the item's inherited cost allocation method if the item has no override. |
| **Item Type** | **Consumable** or **Durable**. Set from the product's cutting-item flag on sync, or chosen manually. A Consumable item cannot be Serviceable. |
| **Unit of Measure / Purchase Unit of Measure** | Unit of measure for stock quantities, and for purchase order lines. Locked once the item has any stock move. |
| **Barcode** | Barcode or data matrix string. Unique per organization. |
| **Weight / Dimensions** | Physical weight and length/width/height, for packing and logistics. |
| **Alternative Item** | Another item in the organization to suggest as a substitute. Self-referential; an item cannot reference itself. |

### Serialized and serviceable

| Field | Description |
|---|---|
| **Serialized Item** | Whether individual physical units of this item are tracked as [Serialized items](https://support.toolingmetrics.com/en/inventory/reference/serialized-items/) rather than a bulk quantity. Can only be changed while the item's status is Draft or Released — it is locked once the item reaches Active, Will obsolete, or Obsolete. |
| **Can be Serviced** | Whether this item has a service workflow (the item is *serviceable*). Not available (and force-cleared) when Item Type is Consumable. Turning it off is blocked while any quantity is currently in For service condition. |
| **Service Thresholds** | Present only when the item is both Serialized and Serviceable. Automatic service triggers evaluated per Serialized Item: Time Interval, Usage Cycles, Usage Time, Usage Cost, Remain Cost. |

### Quantities

| Field | Description |
|---|---|
| **On Hand** | Quantity physically in storage, across all locations. Updated the moment a move line completes. |
| **Incoming** | Quantity on pending/in-progress inbound move lines (e.g., an open Purchase Restock). |
| **Outgoing** | Quantity on pending/in-progress outbound move lines (e.g., an open Pick List). |
| **Forecasted** | Computed: On Hand + Incoming − Outgoing. Not stored directly; recalculated whenever the underlying quantities change. The Inventory Scheduler compares the same forecast, per stock-rule location, to the rule's Threshold Quantity. |
| **In Circulation** | Quantity currently picked to a machine or assembly station — in circulation, outside storage. |
| **Under Service Quantity** | Quantity currently out for service. |
| **Total Quantity** | On Hand + In Circulation + Under Service Quantity — everything the organization owns regardless of where it currently sits. |
| **Unit Cost** | Current weighted-average unit cost, recalculated by every Inventory Adjustment, Purchase Receipt, and Scrap validation. |
| **Total Cost** | Computed: Total Quantity × Unit Cost. |

### Purchase info

| Field | Description |
|---|---|
| **Vendor** | Preferred supplier for replenishment orders. Its currency determines the item's default currency. |
| **Order Code** | Vendor's catalog number for this item. Printed on purchase orders. |
| **Purchase Price** | Default unit price when creating purchase order lines. |
| **Lead Time** | Expected delivery time from order to receipt, in days. Falls back to the vendor's own lead time if blank. Used by the scheduler to date incoming orders. |
| **Multiple Order Quantity** | Purchase order quantities generated by the scheduler (in the purchase unit of measure) are rounded down to a multiple of this number; a demand smaller than one multiple produces no line. Default 1. |

### Service info

Only meaningful when **Can be Serviced** is on.

| Field | Description |
|---|---|
| **Service Vendor** | Preferred vendor for refurbishment. |
| **Service Order Code** | Vendor's service reference number. |
| **Service Price** | Expected cost per service event. |
| **Service Lead Time** | Expected turnaround time for service, in days. Falls back to the service vendor's lead time if blank. Used by the scheduler to date service orders. |
| **Multiple Order Quantity** | Service order quantities generated by the scheduler are rounded down to a multiple of this number, the same way as on the purchase side. Default 1. |

### Cost allocation

| Field | Description |
|---|---|
| **Usage Costing Method** | Override for this item: Fixed Rate, Unit Cost x Usage Rate in Percentage, Purchase Price x Usage Rate in Percentage, or Usage Time x Usage Rate per Hour. Leave it on *Following categorical hierarchy* to use the method the item's Internal Category resolves to (the category's own method, or its nearest ancestor's). |
| **Usage Rate** | Numeric parameter for the selected method. If blank, the rate the item's Internal Category resolves to is used. |

## Status

| Status | Description |
|---|---|
| **Draft** | Newly created, not yet released for purchasing or use. Serialized can still be toggled. |
| **Released** | Released via the Release action (Vendor, Purchase Price, Lead Time, Multiple Order Quantity set). Serialized can still be toggled. |
| **Active** | In normal use. Reached automatically on Release if the item already has on-hand, in-circulation, or service quantity, or automatically once an Inventory Adjustment brings a Draft/Released item's quantity above zero. |
| **Will obsolete** | Scheduled for retirement but still holding stock. A request to mark an item Obsolete is silently downgraded to Will obsolete if it still has stock. |
| **Obsolete** | Retired and out of stock. Reached automatically once a Will obsolete item's stock is fully depleted by a move. |

A request to mark an item Active is silently downgraded to Released unless it already has at least one purchase order line and at least one move line.