An item is anything you sell or buy. Three types:
| Type | Use it for | Stock tracked? |
|---|---|---|
| Inventory | Physical products you keep in stock. | Yes — quantity, cost and warehouse. |
| Non-inventory | Things you buy or sell without tracking a quantity (a one-off banner, consumables). | No. |
| Service | Labour, time, subscriptions. | No. |
| Kit | A bundle you sell as one item: a gift box, a starter set (section 10.13). | Through its components. |
#The Items list
Tabs All · Active · Inactive; columns Name, SKU, Type, Sell price, Cost price, On hand, Status, with Barcode, Currency, UoM and Created available. Search by name or SKU; filter by Category and Type. Click a name to edit.
#Creating an item
Inventory → Items → New item opens a sectioned drawer:
Item details
| Field | Notes |
|---|---|
| Type * | Service, Non-inventory or Inventory. Controls which sections appear. |
| Active | Off retires the item without deleting it. |
| Name * | Shown on documents. |
| SKU / Code | Your stock code. No two items share one (imports look items up by it). Item pickers on documents show SKU · name. |
| Barcode | UPC/EAN/QR — type it or scan it into the field. |
| Category | Picking one fills the income, expense and inventory accounts from the category's defaults (section 10.5). |
| Default UoM | The unit you count in (Each, Box, kg). |
| Purchase UoM | The unit you buy in when different (buy by the Case, sell by the Each). Limited to units in the same family as the default, so set the default first. |
| Lead time (days) | Order to arrival, used by replenishment (section 10.8) when the item has no preferred supplier. |
| Suppliers | Who the item is bought from (a saved, purchased item): the vendor, their code for it, lead days, min order, which one is preferred and whether it ships direct to the customer (Chapter 5.6, Delivered by the supplier). The preferred supplier's lead time and minimum order plan the replenishment, and a purchase order raised from a requisition goes to them with their code on the line. |
Sales — switch Sellable on, then Sell price, Income account, Sales tax and Sales description (printed on invoices).
Purchases — switch Purchased on, then Cost price, Expense account, Purchase tax and Purchase description (printed on bills).
Inventory tracking (Inventory type only) — Inventory asset account * (the balance-sheet account holding stock value) and Reorder rules (section 10.8).
Notes — internal.
Click Create item.
#Quick add
When you are in the middle of something else — receiving goods by barcode, or typing a name that does not exist on an invoice line — a Quick add item dialog appears: Barcode (pre-filled if scanned), Name *, Type, Category * (its default accounts complete the record), and optional Cost price, Sell price, Purchase tax and Sell tax. Click Create item. If the category is missing a default account you are asked to set it under Categories first.
#Importing items
Items → Import items: download the CSV template (Item Name, Item Type, SKU, Category, Sellable, Sell Price, Sell Account, Sell Description, Sell Tax Rate, Purchasable, Cost Price, Cost Account, Purchase Description, Purchase Tax Rate, Inventory Account, Note, Active), fill it in and upload it. Each row needs an Item Name and an Item Type (Inventory, Non-inventory or Service). Accounts are matched by code or name; categories are matched by name and created when new; blank account cells fall back to the defaults at Settings → Inventory → Items. The preview marks each row OK or Skip before you click Import.
Import barcodes attaches barcodes in bulk from a CSV with a barcode
column plus an id or code (SKU) column.
Shipping measurements. An inventory item can carry the weight and size of one unit (Inventory tracking → Unit weight, with its unit, plus length, width and height). A parcel packed from items that all carry a weight works out its own weight, so the person packing does not have to. See Chapter 5.10.