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Categories, tags, units & fields

The controlled vocabularies: category tree, tags with merging, units and conversions, conditions, reason codes, and custom fields.

Why curated vocabularies

Lists everyone picks from — categories, tags, units, conditions, reasons — only stay useful while someone curates them. All of them live under Settings, need the settings-edit permission, and share the same philosophy: reuse a value instead of creating a near-duplicate, and check usage before merging or retiring anything.

Categories

A hierarchical tree for the catalog. Categories can be reparented as the structure evolves and restored if archived by mistake — the tree drives filters, reports by category, and alert scoping.

A tree, curated — not a flat pile of labels.

Tags

Free-form labels for everything cross-cutting. The cure for tag sprawl is merge: consolidate synonyms into one canonical tag and every tagged record follows.

Merge synonyms before they multiply.

Units

The units stock is controlled in, plus conversions between them (purchase in boxes, control in pieces). Get conversions right here rather than working around them per movement — items reference these units everywhere.

Units and their conversion factors.

Conditions and reason codes

Conditions describe stock state (new, used, damaged, refurbished…) on records and receipts. Reason codes are the mandatory explanations on adjustments, quarantines, and variances — per movement kind, in both languages. Curate reasons to what you'd actually act on in a report: "damaged in transit" is a decision input, "miscellaneous" is not.

Custom fields

Custom fields extend records with your business's attributes — typed (text, number, date, choice…), validated, searchable, and available to imports, exports, and the API. Archive fields that outlive their use; their historical values remain readable.

Typed, validated attributes — not a notes field in disguise.