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How To: Add A New Inventory Type To Your Inventory

Creating custom inventory types in Foreman helps you organize and manage your assets more efficiently. This quick guide will walk you through how to add a new inventory type in the settings and how to use it when adding items to your inventory. Follow the steps below to get started!

Note: You need specific permissions to perform the following actions, if you do not have the ability to follow this guide, reach out to your Foreman administrator to get your permissions updated. 

 

  1. Click on the person icon in the upper right-hand corner of Foreman, then select the Settings option from the drop-down menu.
  2. Click the Inventory tab to open the specific Inventory Settings options.
     
  3. Navigate to the inventory types section and click Add Type.
     
  4. A new text field will appear, click in the text field to add a new inventory type, add in the name of the inventory type, and click Save.

     

  5. To see the new item type you just added, navigate to the Inventory page.
     
  6. Click Add Item from the Inventory table to open the modal.
     
  7. Click on the Type section to open the drop-down menu.

     

  8. The newly added Inventory types will display in the drop-down. You now have successfully added a miner type in the inventory settings and they are now displayed on the inventory page so you can use them when adding a new inventory part.

Have more questions? Submit a request below or reach out to the customer success team directly. We'd be happy to help!

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