Adding items to the system is key for managing inventory and tracking sales. This guide will walk you through creating new items, importing and exporting item data, and making bills of materials, all in an easy-to-follow way.
Creating new items is the first step in managing your inventory. Items can be classified as either tracked (items that need to be monitored for stock levels) or untracked (items that do not require detailed inventory management).
To begin, follow these steps:
Step 1: On the left panel, navigate and click on Items.
Step 2: Click the + New Item button.
Step 3: On the General Info tab, fill out the following details:
- Item Image: Upload a picture of the item (optional but recommended for easy identification).
- ItemType: Choose whether the item is Tracked or Untracked.
- Tax: Assign a unique identifier for the item.
- Item Name: Enter the name of the item.
- Unit of Measurement: Though optional, you may indicate on how the item is will be tracked. It can be via unit, box, pcs, or whatever is fitting in your report.
- Description: This is an optional section where you can note a reference of the entry/item.
Step 4: Click the Accounting tab to input financial details related to the item.
Step 5: Clicking on SAVE will route you to the main section with a prompt indicating that the entry has been successfully saved and added.
🔶Note: You can edit out the entry by clicking on the edit function located on the right section of the line item.