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An item identifies a specific physical element. It is the unit Bold uses to track stock, purchasing, sales, manufacturing, consumption, lots and costs.

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What it tracks

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Item identity

The code should remain stable. Changing it after activity exists makes searches, integrations and traceability more difficult. The unit defines how quantities are expressed. Use the unit your team consistently uses to purchase, store, consume or manufacture that item.

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Items with a family

An item can belong to a family. In that case, it represents one of its variants. If the family has required properties, the item must provide their values. While any value is missing, the interface shows Missing information. When all values are provided, it shows All good. Two active items with the same family and values usually indicate a duplicate or a missing property.

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Item consolidation

Bold can suggest consolidating items when they have the same family and property values. Consolidation leaves one item as the valid reference and removes the duplicate, but it does not transfer all its relationships in the same way.
  • Manufacturing requests with no allocated quantity move to the remaining item.
  • Active manufacturing orders for the removed item are canceled.
  • References to the item in editable recipe versions are removed.
Before consolidating, review related orders, requests and recipes. Consolidation does not reassign every piece of operational data.
Use it only when both records represent exactly the same physical element. If two items appear to be duplicates but are not, you need a property to explain the difference. If you consolidated two items that were different, create a new item with the correct properties and manually reassign orders, recipes or operational data as appropriate.

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Items without a family

An item can exist without a family when you do not need to group it with variants. In that case, its information is considered complete because it has no properties required by a family. Use this option for spare parts, consumables or unique references that do not share properties with other items. You can link a recipe directly to the item even if it does not belong to a family.

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Data that affects planning

These fields do not describe the item physically. They describe how it should be replenished. Read Procurement policy to see how these fields affect purchasing, manufacturing and recommendations.