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Manage Items

This guide explains how to create and manage items in your inventory.

Creating New Items​

Navigate to Items/Inventory > Create Items.

Step 1: Item Type​

Select the type of item using the buttons at the top of the item card:

  • Inventory Item: Select this for physical goods. You will be required to enter stock levels and buying prices.
  • Service Item: Select this for services. Stock and buying price fields may be hidden or optional.

Step 2: Item Details​

  • Item Name: The display name of the product/service.
  • Description: Detailed description, often used on invoices.
  • Item Number/Code: A unique identifier for the item (SKU).
  • Unit of Measure: e.g., "Each", "Hour", "kg".

Step 3: Pricing & Tax​

  • VAT Status: Is the item VATable?
  • Buying Price (Inventory only):
    • Enter either the VAT Exclusive or VAT Inclusive cost. The other will calculate automatically based on the tax rate.
  • Selling Price:
    • Enter the price you charge customers.

Step 4: Accounts & Inventory​

  • Income Account: The GL account to credit when you sell this item (e.g., Sales).
  • Expense/Cost of Sales Account: The GL account to debit when you sell this item (for Inventory items).
  • Inventory/Asset Account: The GL account holding the value of the stock.
  • Opening Stock (Inventory only):
    • Quantity: The number of units currently on hand.
    • Value: The total value of that stock.

Bulk Creation​

You can add multiple items at once by clicking "Add Another Item" (if available) or using the CSV upload feature on the main list page.