Items

The master record for everything you make, buy, or stock — parts, materials, tools, and more.

An item is the master record for anything Carbon tracks: a finished part, a raw material, a tool, a consumable. Orders, methods, jobs, and inventory all point back to it. Its human-facing part number is the readable id — the underlying id is an internal key you rarely see.

Why it matters

An item's type, how it's replenished, and how it's tracked decide how it behaves everywhere downstream — whether it can be made or only bought, whether stock is counted, whether each unit needs a serial. Get the item right and the rest of the system follows.

Fields

FieldTypeDescription
Part numbertextThe readable id; with a non-zero revision it reads as id.rev.
TypeenumPart, Material, Tool, Consumable, Service, or Fixture.
Replenishment systemenumHow it's sourced overall — Buy, Make, or Buy and Make.
Default method typeenumThe default per-line fulfillment — Purchase to Order, Pull from Inventory, or Make to Order.
Tracking typeenumInventory, Non-Inventory, Serial, or Batch.
Unit of measurereferenceThe stock unit.
ActivebooleanWhether it can be used on new documents.
NOTE

Replenishment system is the high-level strategy; default method type is the line-level default it allows. A Buy item defaults to purchasing; a Make item can be built to order or pulled from stock. The two are related but distinct.

Tracking

The tracking type sets how units are counted. Inventory items are quantity-tracked stock; Non-Inventory items aren't counted; Serial items carry one record per unit; Batch items are lot-tracked with their own batch numbers and dates.

Revisions

Each revision of a part is its own item record, sharing the same part number but a different revision. A design change creates a new revision rather than rewriting the old one, so jobs built against an earlier revision keep their history.

NOTE

An item's costing method — Standard, Average, FIFO, or LIFO — lives on its cost record, not the item itself, and decides how consumption is valued.