System settings are where you can create and manage the important categories and other settings within your stock app. To access the settings area, select the cog icon from the left hand menu. From there you have the choice of either User or System settings. Each have different functions and we will begin with the System settings which form the structure of your data.

Each table has the same functionality and records can be added by entering a title and selecting the plus icon. To remove any entries, select the minus icon after the record you want to delete. Deleting a record means they will not display in your system and this can affect historic data.


 Cog  Icon

Plus Icon

Minus Icon

  • Categories: 
    1. These are how you define your stock inventory, whether it is a stationery item or an electrical item, you can set it up here – allowing for easier location when you need it. For example if you wish to store batteries or extension leads, you can store this under Electrical , followed by Power Sources for a sub category. Some categories can be made visible to specific users with an assigned department.
  • Sub Categories:
    1. Linking in with Categories, you can further organise your inventory with groups such as Paper, Batteries or Bulbs.
  • Departments: 
    1. All of your users will need to be assigned to a department, whether that is Administration, PE, or Science, you can add them to the system and categories as such.
  • Location:
    1. Location is where you can categorise your items into different stores. For example, you can have an Art Store, a Science store or a PE store. These can be created as individual stores to make it easier to manage for the Storekeeper and easier for Requestors to choose the items they require. You can amend the names of locations and once changed this cannot be reverted.
  • Units:
    1. These are how your inventory items are tracked, such as boxes, bags, each or by weight.
  • Budget Codes:

    Budget codes can be assigned to a user which in turn associates the cost for each of their requests with the related budget in the reports area.