--- title: Inventory Item Types description: This article will cover in detail how to create and edit Inventory Item Types. --- [Skip to content](https://support.pantrysoft.com/inventory-item-types#main-content) English Show submenu for translations [More support](https://support.pantrysoft.com/kb-tickets/new?hsLang=en) ![pexels-caleboquendo-7807594](https://support.pantrysoft.com/hs-fs/hubfs/pexels-caleboquendo-7807594.jpeg?width=3480&height=892&name=pexels-caleboquendo-7807594.jpeg) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.pantrysoft.com/kb-tickets/new) - [Go to pantrysoft.com](https://app.pantrysoft.com/login) [Go to pantrysoft.com](https://app.pantrysoft.com/login) Welcome to the PantrySoft knowledge base. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://support.pantrysoft.com/?hsLang=en) 2. [Getting Started](https://support.pantrysoft.com/getting-started?hsLang=en) 3. [Inventory](https://support.pantrysoft.com/getting-started?hsLang=en#inventory) # Inventory Item Types ## This article will cover in detail how to create and edit Inventory Item Types. In the Inventory Menu, Inventory Items are a list of the "categories" PantrySoft uses to create actual Items attached to either visits or receives. Inventory Item Types are categories you can assign to these individual Inventory Items. You can then use these categories as filters in various Inventory Reports. > --- #### **Creating a New Inventory Item Type** Follow these steps to configure a new Inventory Item Type. 1. **Access the Inventory Type Screen** Navigate to Inventory \> Item Types. If this is your first time on this screen, this table will be empty. ![Inventory Item Type Page](https://support.pantrysoft.com/hs-fs/hubfs/Inventory%20Item%20Type%20Page.png?width=670&height=226&name=Inventory%20Item%20Type%20Page.png) 2. **Create a New Item Type** Click Add New Item Type to create a new category. ![New Inventory Item Type Page Required](https://support.pantrysoft.com/hs-fs/hubfs/New%20Inventory%20Item%20Type%20Page%20Required.png?width=670&height=97&name=New%20Inventory%20Item%20Type%20Page%20Required.png) 3. **Optional:** Enter the Item Type's Cart Options and Limits. ![New Inventory Item Type Page Online Options](https://support.pantrysoft.com/hs-fs/hubfs/New%20Inventory%20Item%20Type%20Page%20Online%20Options.png?width=670&height=261&name=New%20Inventory%20Item%20Type%20Page%20Online%20Options.png) **Visit Limits:** This option restricts the total amount of Items that a client can select per category. - *Limits for All Items in This Type*: Sets the Limit for how many Items can receive from all the Items in this Item Type. Example: If the Limit is set to 5, and we have 10 Items in this Type, you are saying Clients may choose 5 of the 10 Items available in the Type. - *Default Limit for Each Item in This Type*: Sets the Limit for many of each Item Clients can take until they reach their Limit for All Items. Example: If the Limit is set to 1, Clients can select 1 of each Item until they reach the All Item Limit of 5. **Cart Options:** Select either a preloaded icon or a downloaded image to display on the Inventory Type Card (works with most common image file formats). This reflects on the Storefront and ShopView: - **Icon Symbol** To select an icon, select Icon on the drop-down menu, then click on the drop-down menu that appears immediately below. Use the arrow keys on the bottom to switch between the pages or click on the Search Icons field to look for a particular icon by name. ![Inventory Item Type Symbol Type Icon Dropdown](https://support.pantrysoft.com/hs-fs/hubfs/Inventory%20Item%20Type%20Symbol%20Type%20Icon%20Dropdown.png?width=409&height=425&name=Inventory%20Item%20Type%20Symbol%20Type%20Icon%20Dropdown.png) **Image Symbol** To use an image, select Image on the drop-down menu, then click on the pencil icon to Add or Edit a photo. This will open a window to browse for an image. ![Inventory Item Type Symbol Type Image](https://support.pantrysoft.com/hs-fs/hubfs/Inventory%20Item%20Type%20Symbol%20Type%20Image.png?width=224&height=231&name=Inventory%20Item%20Type%20Symbol%20Type%20Image.png) Select your image and click Open. The image will load in app to the built in image editor.  ![Inventory Item Type Symbol Type Image Popup](https://support.pantrysoft.com/hs-fs/hubfs/Inventory%20Item%20Type%20Symbol%20Type%20Image%20Popup.png?width=670&height=520&name=Inventory%20Item%20Type%20Symbol%20Type%20Image%20Popup.png) The arrows on the bottom left rotate the image. Delete removes the image and exits back to the Inventory Type screen. Replace opens a new browser window to load a different image. Save confirms any changes and exits. Cancel exits without making any changes. Background selects a background color for the Inventory Item Type's card on the Client Portal. Use the sliders and click anywhere on palette to adjust your color. You also can select one of the default colors from the row at the bottom. Click Save to record your selection. ![New Inventory Item Type Background Color Selector](https://support.pantrysoft.com/hs-fs/hubfs/New%20Inventory%20Item%20Type%20Background%20Color%20Selector.png?width=572&height=413&name=New%20Inventory%20Item%20Type%20Background%20Color%20Selector.png) 4. **Record Your New Item Type** Once you have finished customizing your Item Type, click Save and Exit to record the information and return to the Inventory Item Types screen. --- **Editing and Deleting Item Types** To manage your existing Item Type entries: 1. Begin by navigating to Inventory \> Inventory Item Types. 2. Locate the Item You Wish to Edit on the Table Utilize the following tools to streamline your search process: 1. **Search:** Quickly find a specific item type by entering its name in the Search field located at the top right corner. 2. **Reorder Rows:** To reorganize the table, simply click and drag the handlebars next to each row. You can also use the mouse scroll wheel to navigate up or down the screen while dragging a row. ![Inventory Item Types Reorder Circled Red](https://support.pantrysoft.com/hs-fs/hubfs/Inventory%20Item%20Types%20Reorder%20Circled%20Red.png?width=670&height=197&name=Inventory%20Item%20Types%20Reorder%20Circled%20Red.png) 1. To edit an Item Type, click the pencil located in the corresponding row of the Item Type table. This action will open the Edit Inventory Item Type screen, which functions similarly to the New Inventory Item Type screen. After making your desired adjustments, be sure to click Save and Exit to record your changes and return to the Inventory Item Types screen. ![Edit Inventory Item Type Page](https://support.pantrysoft.com/hs-fs/hubfs/Edit%20Inventory%20Item%20Type%20Page.png?width=670&height=95&name=Edit%20Inventory%20Item%20Type%20Page.png) 2. Deleting an Item Type To remove an Item Type that has not been linked to any Client Visits, simply click the red trash can icon located next to the Item Type you wish to remove. A confirmation pop-up will appear; please confirm your decision by clicking and holding the Delete button.  **PLEASE NOTE:** In order to maintain accurate database record keeping and reporting, you are unable to delete an Item Type that has been linked to any Inventory Items used in Client Visits. In such cases, you must to inactivate each Item belong to the Item Type. 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