Once the inventory file is created, you can begin entering items.
Step 1: Create a new item
Navigate to the Inventory tab, select Items, and click Add Item.
Step 2: Enter the item information
The item name is the only required field. You can add any other product information you like or upload an image.
Add a Default Cost
We highly recommend adding a default cost to your items. This cost will automatically populate in adjustments, bills, and other transactions, saving you time and effort, you can upload in bulk using excel, and change it at any time.
Upload items in bulk:
Import items using Excel by clicking "Import" on the top right of the screen.
Choose between creating new items or updating existing ones.
Required fields when uploading and creating new items via excel:
Column A: Item Name
Column C: Item Type (select from 4 options: Inventory, Non Inventory, Service, assembly)
If the upload is incomplete, you'll receive an error message on an excel sheet with an explanation. Otherwise, you'll see a confirmation message.
Additional options:
Click on the three dots in the More column to:
Edit an item.
Inactivate an item.
Run a report for an item.
Enter a bill.
Merge with another item.
For any additional guidance, please reach out to support. We're here to help!