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Wasp InventoryWasp Inventory Help

Lookups (reference data)

Lookups are the reusable reference records the rest of the app relies upon. Whenever you add an item, receive a purchase order, or ship to a customer, you’re picking from lists you set up in this section.

Before you begin

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  • Access to the Lookups section, and to each individual lookup, is controlled by your role. If you can’t see a lookup or the New button is missing, your account may have view-only rights; ask your administrator to adjust your role.
  • A little planning up front pays off. Because these lists feed drop-downs all over the app, it’s worth agreeing on naming conventions with your team before you create dozens of records.

What’s in Lookups

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Open the Lookups section in the left sidebar to manage each of these:

  • Sites — your physical buildings or warehouses.
  • Locations — specific spots within a site, such as a shelf or bin.
  • Zones — groupings of locations that help organize a larger site.
  • Categories — labels for grouping similar items together.
  • Pay Methods — the payment terms you use on orders (for example, cash, credit, or net terms).
  • Vendors — the companies you buy stock from on purchase orders.
  • Manufacturers — the companies that make the items you stock.
  • Customers — the people and companies you sell or ship to on pick orders.
  • Shipping Providers — the carriers and shipping methods you ship with.
  • Adjust Reason — the reason codes you choose when adjusting inventory.

The common pattern

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Most lookups work the same way, so once you’ve learned one you’ve learned them all:

  1. Open the lookup from the Lookups menu to see a grid of everything you’ve created.
  2. Click a record to open it, or use the New button to create a new one.
  3. Fill in the add/edit form and Save.

Common questions

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  • A lookup won’t let me delete it. Records that are already in use elsewhere (a site that holds stock, a vendor on a purchase order, a category assigned to items) usually can’t be removed, because doing so would break that history.
  • My new record doesn’t appear in a drop-down. Most drop-downs are scoped by your Working Site. If something is missing, check the site selector at the top of the app, or switch it to All Sites.
  • The form won’t save. Look for a field marked with an asterisk (*) that’s empty, or a validation message at the top of the page: a required field is the most common cause.
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