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Products & Inventory Settings

Two short reference screens: browsing product data from within Inventory, and configuring who needs to approve what.

1. Browsing products in Inventory​

Inventory → Products gives you a read-only way to search and view product/SKU details while you're working — there's no create, edit, or delete option here.

  1. Go to Inventory → Products to see the list.
  2. Click a product to open its read-only detail view.

Products list in Inventory The Products list under Inventory — read-only.

note

Creating and editing products isn't part of Inventory — that's managed elsewhere in TradeStack.

2. Inventory Settings — sign-off rules​

Inventory → Inventory Settings is where sign-off rules are configured — who needs to approve a document before it can move from Ready to Approved, for each Stock Movement document type and for Stock Take.

Sign-off rules panel The Inventory Settings sign-off rules panel.

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These rules are what decide whether a single Approve click is enough, or whether a document needs sign-off from more than one person before it becomes Approved.

3. Quick reference​

  • SKU — a specific product/variant that can be stocked — what you search for on a movement line.
  • Sign-off rule — a configured requirement for who must approve a document type before it can proceed.

4. Frequently asked questions​

Can I create a new product from here?

No — the Products screen under Inventory is read-only. Product creation and editing happens elsewhere in TradeStack.

Does every document type need the same sign-off rule?

No — sign-off rules are configured per document type, so Adjustments, Transfers, Stock Take, and the rest can each have their own requirement.