Creating Inventory Items

Inventory Items represent the raw and/or produced items used and tracked in your business through inventory transactions. They are used as the ingredients that make up the products you sell.

To add a new Inventory Item, please follow the below steps:

1. Click Inventory Management on the side menu.

2. Click Inventory Setup.

3. Click on Items

4. Click Create Item.

5. A pop-up window will open, and mandatory fields will be marked with a red star () next to the name.  Click the exclamation mark () next to the name of each field for more information. 

• Name (obligatory field): Enter the name of the item.
• Name Localized: The localized name of the item in a 2^ndlanguage of your choice.
• SKU (obligatory field): Write a unique code for the product, you can also click Generate to get a random one.
• Storage Unit: Specify how this item will be stored (e.g. Box or KG).
• Ingredient Unit: Specify how this item will be used in your products (e.g. GRAM or ML).
• Storage_to_ingredient_factor: The conversion factor between storage unit and ingredients unit, e.g. 1000 if the storage unit is KG and ingredient unit is gram.
• Costing Method: Select whether you prefer the cost of this product to be calculated automatically based on the cost of its ingredients or you want to assign a fixed cost for it.

By clicking advanced options will get the following:

• Barcode: If you use a barcode scanner, enter this item’s barcode number here.
• Category: Select the category to which this item belongs (Click here to learn how to create inventory categories).
• Minimum Level: Select the minimum level allowed in the branch or warehouse for this item.
• Par Level: Assign the initial quantity for this item when you create a purchase order or transfer order.
• Maximum Level: Select the maximum level allowed in the branch or warehouse for this item.

6. Click Save.

You will be directed to the inventory item edit page; the screen has now been updated with the new item.