Skip to main content

Add Stock Item - Basic Setup

Adding an Item

To create a new inventory item, go to: 

Inventory Module>Configuration>Inventory setup

Click Add

image.png

After clicking Add you will see the screen below: 

image.png

If your codes consist of only numbers, it is not advisable to start the code with a zero. This will create complications when doing bulk updates and exporting the item master into excel, where the "0" will be dropped. When you upload the updated import file, it can potentially result in a duplicate item being created. 

Code Enter a code for the item; codes can be alpha or numeric or a combination. 
Category

Select the right category for the item that you are creating 

  1. Stock: This is a physical tangible item
  2. Custom: This is an intangible item that is predominantly used for creditors purposes. e.g. if you wish to run the office expenses such as telephone account through creditors, you could set up a custom item such as telephone which is mapped to the telephone expenses account in the ledger

  3. Service: This is an intangible stock item such as labour, delivery etc.

  4. Fixed Asset:  This is a fixed item of the company
Description

Enter an Item description

By default, description is what is displayed on the documents
Long Description

Allows you to enter additional item description detail

Unless you have customized stationery, the long description will not be displayed on the documents
Group Code

If you have set up Group Codes for your inventory you can select a group code from the drop-down menu to define your search to a specific group.
Category

This is where you select if this item is a Stock Item that you will be tracking stock of, a Custom Item, A Service item or a Fixed Asset Item if you are doing asset tracking.
Priority Level

If there are items that are vital for production or fast-moving items, you can use the priority level field

This can be used in stock procurement, forecasting and even automated exception reports to notify the procurement department of items with low stock levels. 

Refer to advanced item setup
Sync To Mobile

Tick the box sync to Mobile. This will allow the item to be added to the mobile application

image.png

  • Click Save

Item Cost Price - Pop up window

image.png

Cost Price

Enter the Item cost price

NB: If you do not enter a cost price at this stage you will not be able to simply edit or add a cost price for a stock item later 
Supplier Code Select the default supplier 
Supplier Item Code

This is the suppliers code on their system, it is useful to have this information when ordering the inventory item again as this is added to the purchase order.
Pricing Level Type

Select the pricing type

Enter either the mark-up percentage or the selling price amount

Once you click the save button, the additional tabs will be activated

image.png

More Details

Click the More Details Tab to add additional information if applicable

Such as Unit of Measure, weight, etc.

If the item has serial numbers or the items serial numbers have to be tracked, tick the Serial No Tracking box

Properties Tab

This window has additional filtering and categorisation options such as Brand, Make and Model

These filters work in conjunction with each other

Refer to Brand Make Model Setup

There are also 7 additional customizable fields which can be renamed to description of your choice and used accordingly for purposes specific to your business

image.png

Bill of Material Tab

If the product being added is a product that you manufacture, you will need to tick the Activate Bill of Material Box

Refer to Bill of Material Manual for further details

You will need to link the warehouse(s) this item is associated to 

To do this click the Warehouses button

 image.png

Click Add

Move the required warehouse(s) to be associated with the item to the right-hand column

Double click the warehouse you wish to select or highlight the warehouse and click on Add Warehouse

 image.png

Attachments

Should you wish to add an image of the item or any other details or spec sheets relating to the product, you can add them as attachments

image.png

To add an image, view this manual - Attachment

image.png

Click Close

Go back to the General Details Tab, select the attachment name from the drop-down on the primary image field as the image to be displayed

Click Save

image.png

This will then be displayed in the image window

image.png

This completes the basic item setup, and the item can now be selected on various documents across the system.

Info Button

image.png

image.png

Suppliers

image.png

image.png

Keyboard quick keys

image.png

Quick keys help access functions using the keyboard

Used with Alt + Letter

Attachment Alt + t Opens the Attachment window.
Memo Alt + m Opens the Memo window
Info Alt + i Opens the Inventory Item Info window
Suppliers Alt + s Opens the Manage Suppliers window
Warehouses Alt + w Opens the Warehouse Management window
Alerts Alt + e Opens the Alerts Setup window
Inventory Overview Alt + o Opens the Inventory Overview window
Functions Alt + f Focus on the Function button
Tab Detail Alt + 1 General Details Tab
Tab Stepping Alt + 2 Pressing Alt + 2 repeatedly will step through all the tabs e.g. Details, More Details etc.

No Comments
Back to top