View/Edit Details

The View/Edit Details menu provides a centralized view of all information related to a selected inventory item. From this screen, users can review item details, update configurations, and access associated notes and files.

Access Item Details

• Locate the item in the inventory table.
• Click the three-dot menu on the far right.
• Select View / Edit Details.

The view/edit detail dialog opens, which provides a complete view of:

• Item Details
• Item Configuration (lab-specific)
• Notes
• Files

Only users with the Manage Data permission can view the Edit Item Details and Edit Item Configuration options.

Edit Item Details (Global item information applies across the entire enterprise)

• Click Edit Item Details.
• You can update fields such as: Item name, Catalog number, Vendor, Manufacturer, GL number, etc.

Additional options:

• Add or update units of measurement (UOM)
• Enable or configure:
  • Sub-item tracking
  • Aliquot configuration
• Set expiration warning notifications (e.g., advance expiry alerts)
• Click Save to apply changes.

Edit Item Configuration (Lab-Specific Settings)

• Click Edit Item Configuration.
• Update lab-level settings such as:
  • Unit of measurement configurations (purchase & inventory units)
  • Department and category
  • Min / Max par levels
  • Internal order reference number
  • Reorder quantity

Additional configurations:

• QMS settings (QC, COA, lot correlation, etc.)
• Detailed / Granular tracking
• Orders configuration (standing order)
• Click Save to apply changes

Notes & Files

• View any notes added to the item.
• Access uploaded files