Once the inventory file is created, you can begin entering items.
Step 1: Create a new item
Go to the ConnectStock tab, select Items, and click Add Item. Choose the item type.
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. On the item form, this is the Item Cost field. This cost fills in automatically in adjustments, bills, and other transactions, which saves you time and effort. You can change it at any time, and you can upload it in bulk using Excel in the Default Cost column.
Upload items in bulk
Import items using Excel by clicking Import at the top right of the screen.
Pick Create New Items or Update Existing Items.
Required columns when creating new items with Excel:
Column A: Name
Column C: Type. Enter 1 of these: Inventory, NonInventory, Service, Assembly.
If the upload is incomplete, you'll get an Excel sheet that explains each error. Otherwise, you'll see a confirmation message.
Additional options
Click the 3 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!
Frequently asked questions
Which fields are required?
Only the item name. When you import new items with Excel, you also need the Type column.
What do I enter in the Type column?
Inventory, NonInventory, Service, or Assembly.
Why should I add a default cost?
It fills in automatically on adjustments, bills, and other transactions, so you don't have to type it each time.