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Managing Items and SKUs

Use this guide when you need to add or maintain products in ParcelPilot.

If your products come from an ecommerce platform, use Import Items from eCommerce (Pull Products) instead of creating them one by one.

If you need to create local product master records from a spreadsheet, use CSV Importer. That tool creates Items only after a preview/confirmation step and does not create inventory or ecommerce identities.

Before you start

Check these fields first:

  1. SKU should be stable and unique for the client.
  2. Name, Weight, and ideally dimensions should be filled in.
  3. Barcode helps warehouse scanning if you use it.
  4. Turn on Serialised before stock is received if the item must be tracked by serial number.
  5. Choose the right Product Type before you build assembly, bundle, or repacking setup around the item.
  6. If you ship internationally, fill in Commodity code (HS) and Country of origin.
  7. If the item is regulated, record the product classification facts under Dangerous goods, including battery details where applicable.

Add an item

  1. Go to Items.
  2. Click Create Item.
  3. Enter the basic product details:
    • Client when applicable
    • SKU
    • Name
  4. Add the recommended operational fields:
    • Barcode
    • Weight and unit
    • Dimensions
    • Image if it helps warehouse accuracy
    • Active for live products
  5. Client users can optionally turn on Notify warehouse about this new product and add a Message to warehouse. Use this when the warehouse should know about the SKU before stock arrives or before a related expected delivery is finished.
  6. Save the item.

Choose the right product type

  • Standard stock item: normal warehoused product
  • Assemble to Stock: finished product built from components inside the warehouse
  • Explode on Fulfilment or Configurable Bundle: ordered as one product, fulfilled from component items
  • Repacking enabled: source item that can be converted into a different output item

If you are unsure, use Items — Product Types And Components.

Edit an item

  1. Search for the SKU in Items.
  2. Open the item.
  3. Update the fields you need.
  4. Click Save.

If the item's client has ecommerce integrations using Selected SKUs fulfilment scope, the item form shows Integration fulfilment scope controls. Each integration is listed separately. Turning a checkbox on or off adds or removes this item's SKU from that integration's selected-SKU list.

This is only a convenience control. Fulfilment scope belongs to the Client Integration, not to the item globally, so the same SKU can be included for one integration and excluded for another.

Common settings that matter later

Receipt charges

If new receipts for this SKU should start with receiving charges turned off, use Exclude this item from receipt charges.

Additional charges

Warehouse users can configure the default additional charge for a SKU, including the charge type, rate, and whether it applies automatically to every order. When Apply to every order is enabled, Apply from sets the earliest order date that can receive the automatic insert. Client users can view this configuration on the item, but the fields are read-only.

Bundle shipping weight

For virtual bundles, choose whether shipping weight should be entered manually or calculated from the bundle components.

Measured internal items

If you use measured internal components, set the base unit and increment rules before stock starts moving through the workflow.

Inventory tracking

Use Inventory tracking to say whether ParcelPilot should manage warehouse stock for this Item.

  • Track inventory means stock quantity, location, reservation, picking, deduction, stocktake, low-stock reporting, and ecommerce stock sync apply. This is the default for existing and new Items.
  • Do not track inventory means ParcelPilot keeps the Item identity, SKU, name, accounting mappings, ecommerce mappings, and recipe membership, but does not maintain stock quantity or location for it.

Do not use Do not track inventory to represent a stocked Item that is temporarily out of stock. A tracked Item with zero stock is still inventory-controlled and may appear as unavailable, short, or zero-stock where existing stock rules apply.

Changing a stocked Item from tracked to not tracked is blocked while stock, reservations, allocations, receipt lines, stock counts, or inventory adjustment history still exist.

Dangerous goods and batteries

Use Dangerous goods for item-level classification facts such as UN number, proper shipping name, hazard class/division, packing group, regulation set, flash point, SDS/reference details, and notes.

For lithium batteries, use Battery declarations to record chemistry, configuration, UN number, packing instruction, regulatory section, watt-hours, lithium content, cell/battery counts, battery weight, and whether the battery is damaged or defective.

Do not use item records for shipment-specific details such as package assignment, actual shipped regulated quantity, consignment accessibility, or emergency contact for a particular shipment. Those belong to shipping execution.

Common questions

What happens if I change the SKU?

Anything outside ParcelPilot that relies on that SKU may stop matching cleanly.

Should I delete old items?

Usually no. If a SKU is no longer used, set it to Inactive instead.

Why can deletion be blocked?

Items used in orders or other history are usually kept for audit reasons.

Bulk actions

  • Export CSV downloads selected items.
  • CSV Importer is a list header action for creating new local Items from a validated CSV template.
  • Re-import from eCommerce platform refreshes selected items from their linked integration.
  • Delete removes items where deletion is still allowed.

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