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Inventory HQ offers three ways to add materials, all accessed from the top of the Inventory page. Choose the method that matches how many items you are adding and whether they are going into one location or across your whole account.

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The three ways to add materials

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Adding a single material

  1. Click Add Single Material at the top of the Inventory page.
  2. Enter the material name.
  3. Select the unit type from the dropdown.
  4. Enter the price per unit.
  5. Choose the starting warehouse or service truck.
  6. Enter the starting quantity.
  7. Set the Minimum Stock Alert value.
  8. Set the status and click Save.
The Minimum Stock Alert value is the reorder point for that material. It drives the Dashboard Low Stock card, the Low Stock Alerts panel and page, and low stock emails. If you leave it blank, that material will never trigger an alert. Set it at the level where you would actually want to reorder.

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Adding materials in bulk

For adding many materials at once, use either Add Global Bulk Material or Add Warehouse Bulk Material. Both use a company-specific template generated from your account settings.
Your company profile, units, categories, and locations must be configured before bulk import, because the template is generated dynamically from your account. Dropdown columns only list options already configured in the app.
For the full five-step bulk import process, see Bulk Import.