You can manage items under Manage > Items.
Items that are ready for sale or items that are purchased can be managed here.Items can be listed under the fields such as name,type,SKU code,HSN/SAC code,Sales Rate,Purchase rate under Manage>Items.
To add items,
- Click on Add Items button on the top right corner.
- Provide the relevant / required details
- Hit Save.
|Item Name||Provide the name of the item to be added[mandatory]|
|Item Type||Choose the category Goods or services for the item to be added [mandatory]|
|Track Inventory||Enable this option to manage the availability of stock for production, sales and delivery and services of a business effectively|
|Stock Opening||Enter the quantity of stock for the particular item here|
|Stock Rate||Total amount for the item in stock can be given here|
|HSN Code / SAC Code||For Goods category, provide the HSN code.
For Services category,provide the SAC code.
|Tax||Choose the Tax Rate for the item.|
|In Sales||Enable this option to add the items/goods under sales category.Then, provide the rate,discount of the item entered. Choose the Account for this item in which you want to record the Sales transactions from the chart of accounts list or Sales Account by default.|
|In Purchase|| Enable this option to add the items/goods in purchase list.
Then, provide its rate and select Input Tax Credit if it is applicable.
Choose the Account for this item in which you want to record the Purchase transactions from the chart of accounts list or Purchase Account by default.
|Units||Select the unit of measurement for the item which is to be displayed in invoices and quotes|
|SKU Code||Provide the Stock Identification Code to identify the product.|
|Active||Enable this option to include the item in transactions or Invoicing.|
How to edit an item?
To edit an item, hit on the Edit option stuck with each items.
Do the necessary changes and hit save.
How to Delete Items ?
You can use the Delete option in downward arrow, associated with each items.
Note: The items that are used in transaction can’t be deleted.
Export to CSV
You can export all the items in a csv file with their respective details. When click on “Export csv” button the file is downloaded.