Items are individual things associated with an inventory. For example, you may have 50 unique items in stock for an inventory (e.g. Blood Draw Kit A). When you get down to the item level, Slope will let you assign lot/serial numbers, expiration dates, and the storage area for each individual item.

Creating items

Once you’ve created an inventory, you can add items as you use and receive them throughout the life of your trial. If you chose to enter an initial quantity when you created the inventory, you will see that number of items in the inventory dashboard view. If you didn’t set an initial quantity, or just want to add more items to an existing inventory, click the Actions button in the inventory dashboard view and select the Add Items link from the dropdown list of options:  

This will take you to a form that allows you to add one or more items to the inventory at once. Here’s what it looks like:

All that’s required to create an item is a non-zero number for the Item Quantity. If you provide a value for the Lot/Serial Number, Expiration Date, or Notes fields, it will be added to every item created by the form. 

You can add up to 1000 items at once through this form. If you add more than 50 items, the process will happen in the background and may take several minutes to complete. You can reload the view and the items will eventually appear.

If you have a lot of different batches of inventory, you can also use our file import feature to quickly import them with our downloadable Excel template.

Items table

All of the items in an inventory will be shown in a table with a set of tabs. The tabs help sort the items in the table by the various transition states provided as part of the audit trail. There's an Actions button inline with each item so you can edit it, or transition it between states.

You can edit lot/serial number, expiration date and storage area in place by clicking on them in the item table. If you are editing an expiration date a datepicker will appear. When you click on the storage area, you'll get a dropdown of all the storage areas at your site.

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