Add Stock Item - Basic Setup

Adding an Item

To create a new inventory item go to: 

Inventory Module>Configuration>Inventory setup

Click Add

After clicking Add you will see the screen below: 

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  Stock: This is a physical tangible item Custom: This is an intangible item that is predominatly 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 Service: This is an intangible stock item such as labour, delivery etc 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	Select the relevant group code if applicable

Stock Category

 

Tick the box ‘SyncPriority toLevel 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 fast-moving items, you can use the Prioritypriortity Levellevel field.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 

Sync To Mobile

SelectTick the relevantbox Groupsync codeto (ifMobile. applicable)This will allow the item to be added to the mobile application

Click Save

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Item Cost Price - Pop up window

thedefaultsupplier

Cost Price	Enter the Item cost Price.price Note NB: ifIf you do not enter a cost price at this stage,stage you will not be able to simply edit or add a cost price for a stock item later.later
Supplier Code	Select the sellingdefault pricesupplier
Pricing Level Type	Select the pricing type  Enter either the mark mark-up percentage or the selling price amount Select

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

 

 

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Additional Tabs

Click the More detailsDetails tabTab to add additional infoinformation if applicable

Such as Unit of Measure, weight ,weight, etc

ifIf the item ishas serial numbers or the items serial numbers have to be serial number tracked, tick the serialSerial noNo trackingTracking box

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Properties Tab

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

These filters work in conjunctionconjuction with each other

Refer to Brand Make Model setupSetup

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

 

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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.Box

Refer to BilBill of materialMaterial Manual for further details

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Warehouse Link

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

To do this,this click the WarehouseWarehouses Buttonbutton

 

 Click addAdd

 Move the required warehouse(s) to be associated towith thisthe productitem to the Right right-hand column

 To move a warehouse to the selected column, doubleDouble click the requiredwarehouse you wish to select or highlight the warehouse and click on Add Warehouse

 

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Attachments

Attachments 

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

To uploadadd an image,image clickview thethis manual - 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

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

Click Save

This will thenthe be displayed in the image window

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