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
Priority Level	If there are items that are vital for production or fast-moving items, you can use the priortity 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

Click Save

Item Cost Price - Pop up window

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
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

Additional Tabs

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 conjuction 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

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

Warehouse Link

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

To do this click the Warehouses button

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

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

To add an image view this manual - Attachment

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

This will the 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