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Inventory Management

This guide explains how to use the inventory management features in Pyra.

Categories​

The Categories page helps you organize your inventory items. You can create a structured hierarchy of categories to better manage your inventory.

Using the Categories Page​

When you navigate to Categories (https://onpyra.com/categories), you'll see:

  • A list of all your categories organized in a tree structure
  • Parent categories at the top level
  • Subcategories nested underneath their parents
  • Expand/collapse arrows to show or hide subcategories

Creating a New Category​

  1. Click the Add Category button
  2. Fill in the following information:
    • Name (required) - what you'll call this category
    • Display Name (optional) - how it appears to customers
    • Description (optional) - details about this category
    • Parent Category (optional) - if this is a subcategory
  3. Click Save Category when finished

Managing Categories​

  • Edit a category: Click on the category name or the edit (pencil) icon
  • Delete a category: Click the trash icon next to the category
  • Select multiple categories: Check the boxes next to categories to perform bulk actions

Inventory​

The Inventory page lets you manage all your inventory items in one place.

Using the Inventory Page​

When you navigate to Inventory (https://onpyra.com/inventory), you'll see:

  • A table of all your inventory items
  • Search bar to find specific items
  • Category filter to show items from a specific category
  • Controls to add, edit, and delete items

Adding a New Inventory Item​

  1. Click the Add Item button
  2. Fill in the details:
    • Name (required) - what the item is called
    • Cost (required) - the price/cost of the item
    • Quantity - how many you have in stock
    • SKU - unique identifier for the item
    • Category - which category the item belongs to
    • Additional fields as needed
  3. Click Save Item when finished

Managing Inventory Items​

  • Search: Type in the search bar to find items by name or other attributes
  • Filter by Category: Use the dropdown to show only items in a specific category
  • Edit an item: Click on the item name or the edit (pencil) icon
  • Delete an item: Click the trash icon next to the item
  • Bulk actions: Select multiple items using checkboxes to delete them together

Importing Data​

The Import feature lets you add many categories or inventory items at once using a spreadsheet file.

Starting an Import​

  1. Go to Inventory and click the Import Items button (https://onpyra.com/inventory/import)
  2. Choose what to import:
    • Import Categories - for adding multiple categories
    • Import Inventory Items - for adding multiple inventory items

Import Steps​

The import process has 4 simple steps:

  1. Upload Your File

    • Upload a CSV or TXT file with your data
    • Your file needs column headers in the first row
    • The system accepts comma, tab, or semicolon delimiters

  2. Map Your Fields

    • The system will try to match your columns to the right fields
    • You can adjust these matches if needed
    • For categories, you must include a "Name" column
    • For inventory items, you must include "Name" and "Cost" columns

  3. Check Your Data

    • The system will verify your data is correct
    • You'll see how many items are ready to import
    • Any issues will be highlighted so you can fix them

  4. Complete the Import

    • Review the results after import
    • See which items were successfully imported
    • Check if any items had problems

Import Tips​

  • For categories, parent categories should be imported before child categories
  • For inventory items, the categories must already exist in the system
  • Use clear column names like "Name", "Cost", "Quantity" for better automatic matching
  • Dates should be in YYYY-MM-DD format
  • For Yes/No fields, use "Yes"/"No", "True"/"False", or "1"/"0"