Items

What It Is?#

This is where you create and add your products, material and services that you sell or supply to your customers and clients. When creating an item, you add it to one of the three item types:

Product
An inventory item is a physical product that you sell to customers.

Material
A material is something you purchase and use to create your products or deliver your services, but you don’t sell it directly to customers in its original form. This could include raw materials for manufacturing (like lumber for furniture), components that become part of a finished product (like screws or fabric), or supplies consumed during service delivery (like cleaning chemicals for a cleaning business).

Service
A service is labor or expertise you provide to customers rather than a physical product. Services include things like consulting hours, repair work, professional fees, training sessions, or maintenance contracts. Unlike inventory items, services aren’t tracked by quantity on hand since they’re delivered through time and effort.

How To Create an Item?#

1. Goto the Items page which is under the “Inventory / Stock” menu:

   

2. Click on the “New Item” button:

   

3. The new item form will appear for you to fill in the desired information:

   

4. Click on the “Save” button to save the new Item.

Add Costs Section?#

If you have multiple suppliers who you can get the item from, you can add them and the cost in the “Cost” section, When you create a suppliers purchase order or Invoice, the system will use that cost value and also use it in the Inventory tracking system. So when you sell an Item, the cost is correctly reflected in the journal entry system:

1. To add a new cost, simply click on the “Add Cost” button:

   

2. Select the supplier and set the cost:

   

How To Edit, Delete or View An Item?#

1. Goto the Items page which is under the “Inventory / Stock” menu:

   

2. You will see a list of all your current created Items. Simply click on the required button next. to the item.

   

Item View Page#

1. When you click in the “view” (eye icon), you will see the inventory movement history: