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Inventory items

Inventory items are used to track items that you sell, such as textbooks or equipment.

Open the Configuration Manager by choosing Manage > Configuration from the menu. The Configuration Manager displays an alphabetically ordered explorer tree.

 

Adding a new Inventory item

  • Right-click Inventory item and choose Add new inventory item.

This will open the Inventory Item Wizard:

  • Enter a Name for the inventory item.
  • Optionally, enter a Code for the type.
  • Optionally, enter the Cost per unit including GST.
  • Optionally, enter the GST per unit, or click the  icon to automatically calculate the GST component.
  • Optionally, select the Default ledger, or click the  icon to create a new Ledger code entry. This default can be overridden when invoicing the item.
  • This item is not available for invoices (it is inactive) indicates if the inventory item should be archived. If ticked, the inventory item will be added/moved to the Archived inventory items branch.
  • Optionally provide a Description for the inventory item.
  • Click Next and then Finish.

 

Editing an existing Inventory item

  • Expand Inventory items.
  • Right-click the item and choose Edit inventory item.

This will open the Inventory item Wizard, where you can make changes.

 

Deleting a Inventory item

  • Expand Inventory items.
  • Right-click the item and choose Delete inventory item.
  • Click Yes when asked to confirm the delete.

If an error occurs, the inventory item has likely been used previously and is included in historical data. In this case, you will need to archive the item to remove it from active use.

 

Viewing the inventory item report

  • Right-click Inventory items and choose Show inventory item report.

The report will be displayed in a new tab/window.

 

RELATED: Ledger codes (Configuration)

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