Add Stock Item - Basic Setup
To create a new inventory item go to:
Inventory Module>Configuration>Inventory setup
Click Add
Enter a Code for the item; codes can be alpha or numeric or a combination.
Note: 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.
Enter an Item Description
By default, the Description is what is displayed on documents
Long Description: Allows you to enter additional item description detail
Unless you have customized stationery, the long description will not be displayed on documents
Select the Stock Category
This can be:
Stock: This is a physical tangible item
Custom: This is an intangible item that is predominantly used for creditors purposes. Eg. If you wish to run
the office expenses such a Telephone account through creditors, you could setup a Custom Item as
Telephone which is mapped to the Telephone expense account in the ledger
Service: This is a non-stock item, and as the word suggest essentially a service provided such as Labour,
Delivery charge, etc.
Fixed Asset: This is the typical Fixed Assets item of the Company
Tick the box ‘Sync to Mobile” – this is so the item can be searched on the Webatar Mobile App.
If there are items that are vital for production or fast moving items, you can use the Priority Level field.
This can then be used in stock procurement, forecasting and even automated exception reports to notify the procurement department of priority items with low stock levels. Refer to advanced item setup
Select the relevant Group code (if applicable)
Click Save
Enter the Item cost Price. Note 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.
Select the selling price type
Enter either the mark up percentage or the selling price amount
Select the default supplier
Once you click the save, the additional Tabs will be activated
Click the More details tab to add additional info if applicable
Such as Unit of Measure, weight , etc
if the item is to be serial number 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 descriptions of your choice and used accordingly for purposes specific to your business.
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 Bil of material Manual for further details
Warehouse Link
You will need to link the warehouse(s) this item is associated to
To do this, click the Warehouse Button
Click add
Move the required warehouse(s) to be associated to this product to the Right hand column
To move a warehouse to the selected column, double click the required warehouse
Attachments
Should you wish to add an image of the product or any other details or spec sheets relating to the product, you can add these as attachments
To upload an image, click the Attachment button
Click Upload to Select a saved file on your PC and Upload
Alternatively, Click Drag and Drop button
and simply drag the file from a saved folder on your PC to the drop files box
Click Close
On 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
This will then be displayed in the image window
This completes the basic item setup and the item can now be selected on various documents