Add an item

Products and services you buy, sell or stock.

Every product and service is an item. Stock items track quantity and value in each warehouse; service items do not.

1. Start the item

   Type Item in the search bar at the top of any screen and press Enter. Select Add Item.

2. Name and group

   Enter the Item Code, the Item Name and the Item Group. Choose the Default Unit of Measure.

3. Stock or service

   Leave Maintain Stock ticked for physical goods. Clear it for services.

4. Prices

   Enter a Standard Selling Rate, or set prices in price lists.

5. Batches, serials and expiry

   Tick Has Batch No, Has Expiry Date or Has Serial No if you need to trace them. Set these before the first transaction.

6. Save

   Select Save. The item is ready for quotations, orders and invoices.