Add products or services to manage inventory and enable sales transactions.
Adding items to your system is crucial for managing inventory, tracking sales, and creating invoices and other documents. This guide will walk you through the process of creating a new item in Fynlo.
Items can be classified as either tracked or untracked. Tracked items are products for which you need to monitor stock levels and inventory, while untracked items are typically services or goods that don't require detailed inventory management.
To begin, follow these steps:
Step 1: From the main menu on the left, go to Items.
Step 2: Then, click the + New Item button to open the creation form.
Step 3: In the General Info tab, fill out the following details for your new item:
Item Image: You can upload a picture of the item. This is optional but recommended for easy identification.
Item Type: Choose whether the item is a Product or a Service.
Item Name: Enter the name of the item.
Unit of Measurement (Optional): Specify how the item will be tracked (e.g., unit, box, pcs).
Tax: Assign a tax type to the item.
Description (Optional): Add a note or reference for the item.
Step 4: Click the Accounting tab to input financial information related to the item.
Sales Account: Select the appropriate account for sales from the dropdown menu.
Sales Price: Enter the selling price for the item.
Step 5: Click the Save button to create the item.
A confirmation will appear, and you will be redirected to the main Items table, where your new entry will be displayed.
📌You can edit out the entry by clicking on the edit function located on the right section of the line item.