Items are the products or services that your customers purchase to you. You can also purchase these items to your
suppliers. Create and manage the items you use for your business.
Manage Items
Follow these steps below to manage your items.
Adding Items
To add items,
- Go to Navigation Panel > Inventory > Items.
- Click Add New Item button.
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A pop-up form will appear, fill-in the details needed.
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Type - select the type of the item your going to create:
- Bundles: a combination of products and/or services that you offer.
- Inventory - Finished Goods: products that have completed the manufacturing process.
- Inventory - Raw Materials: products you buy and/or sell and used in the primary production or manufacturing of finished goods.
- Supplies: products you buy that you use in your day-to-day operations.
- Services: services that you provide to customers.
- Name - name of the item.
- SKU - Stock Keeping Unit or a reference code of the item.
- Description - description of the item.
- Cost - the amount you spent on making the item.
- Unit - unit of the item.
- Income Account - select an account you wish to record your sales for the item.
- Expense Account - select an account you wish to record your purchase for the item.
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If you select Bundle, a table will appear where you will select the composition of the item. Select from
Finished Goods, Services, and Supplies and add a Quantity for the selected items.
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If you select Inventory - Finished Goods/Raw Materials, an additional fields will appear.
- Inventory Account: select an inventory account.
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Low Stock Threshold: enter quantity that is considered as low stock for the item.
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Branch tab will be displayed,
- Select the Branch where you will assign the item.
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Add Quantity and Price of the item.
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For Inventory - Finished Goods, a table will appear.
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Select the composition of the item from a list of Finished Goods and Raw Materials
and add a Quantity for the selected items.
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Branch tab will be displayed,
- Select the Branch where you will assign the item.
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Add Quantity and Price of the item.
Uploading Items
To upload items,
- Click the Upload Item button.
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Step 1 - Upload Item
Upload the item list.
- Download the template file to be your guide.
- Once done, click Choose file and select the excel file of the items that you will import.
- Click Upload.
- An alert message will appear, click yes to proceed.
Note:
If the item list that you imported consists of Finished Goods and Bundles, it will proceed to step 2 otherwise, step 2 will be skipped and proceed to step 3.
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Step 2 - Composition
Upload the composition of the items (Finished Goods/Bundles).
- Download the template file to be your guide.
- Once done, click Choose file and select the excel file of the items that you will import.
- Click Upload to proceed to the next step.
Note:
You can click the < to go back to the first step or click > if you want to proceed to the next step.
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Step 3 - Quantity and Price
Upload the the quantity and price of the items per branch.
- Download the template file to be your guide.
- Once done, click Choose file and select the excel file of the items that you will import.
- Click Upload to proceed to the next step.
Note:
If the item list consists only of Bundles, step 3 will be skipped.
Note:
If the item list is consists of Supplies and Services, you may click the > to skip this step.
Other Actions
To edit an item,
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Click the item row.
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Click Save Changes upon updating.
To delete,
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Click the cog button and click Delete.
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A pop-up window will appear to confirm your deletion, click OK.