Adding Inventory Items
Adding inventory items is quick and easy.
Add a New Item
- Click the Inventory button on the toolbar.
- Click New Item near the bottom of the screen.
- Enter the item's details. Only the Name is required to get started.
- Click OK.
Item Details
While most fields are optional, filling them in unlocks the full feature set:
- Long Description — useful when the Name field isn't descriptive enough.
- Barcode — associate a barcode so a scanner can add the item to invoices.
- Sale Price — the price before tax. You can set up multiple price lists (Retail, Trade, etc.) — see Multiple Item Pricing.
- Tax Rate — select N/A if no tax applies. Add more rates under Configure > Tax Rates.
- Category / Sub-Category — helps organize stock. See Categories & Sub-Categories.
- Vendor — who supplies the item. See Vendors.
- Min Stock Level — the level you'd like to maintain. Used by the Reorder Report.
- No In Stock — the current quantity on hand.
- Reorder Level — items at or below this level appear on the Reorder Report.
- Warranty Returns — how many of this item have been returned.
- Warehouse / Storage Location — where the item is physically stored. See Locations & Warehouses.