Add an item
Go to Inventory → Items and click Create Inventory Items → Create manually.
Fill in the form:
Field | What to enter |
Picture | Optional. Tap to upload an image. |
Raw material | Choose Yes for things you use to make other products, such as beans or packaging. |
Item name and SKU | The product name and your stock code. |
Unit | How you count it, e.g. bag, kg or pcs. |
Description | Optional. Shown on documents. |
Cost price | What one unit costs you. |
Selling price | What you charge for one unit. |
Revenue account, Cost of goods sold account, Inventory account | Filled in for you. Change them only if you need to. |
Tax | The tax to apply when you sell it. |
Shelf life (days), Tags, Item categories | Optional, for perishable stock and for grouping. |
If you already have stock, tick Set opening stock and enter:
Opening stock date: the day you counted it.
Opening stock price: what each unit cost you.
Opening stock quantity.
Optionally the Vendor and Branch.
Click Create.
Add many items at once
Import Excel: download the template, add one row per item, and upload it.
Ask Adam: describe your items, and Adam creates them for you.
Tips
Raw materials usually have no selling price. They're used up by production orders.
Get opening stock right. It sets your starting inventory value on the balance sheet.