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Add an inventory item

Christopher Dosin avatar
Written by Christopher Dosin
Updated over 4 months ago

Add an item in Products and services

  1. In the Main menu, select Products and services.

  2. Select Items.

  3. Click New item.

  4. Enter the item's Code/SKU and Name.

  5. Select whether the item will be used for purchase or sales transactions or both.

  6. Enter the default price, account, tax and description values that will automatically populate when the item is used in transactions.

  7. Click Save

About the inventory item fields

Field

Tip

SKU

Add an item code to help you find and organise your items.

If you use SKU, ASIN, ISBN, MPN, UPC, EAN, GTIN or another standard reference code for your items, consider using this as your item code.

Name

Add an item name, up to 50 characters long.

The item name is for internal use and doesn't display in PDF invoices, credit notes, quotes or purchase orders.

Cost price

Add the cost price of the item in your base currency using up to 4 decimal places. Don't add a currency symbol.

Purchase account / Cost of Goods Sold account

Select the default chart of accounts code for the cost incurred when buying the item. If you need to, you can select a different account when you enter a purchase.

Tax rate (Purchases)

Select the default tax rate to use when buying the item.

Description (Purchases)

Add the text you want to appear in the description field of bills and spend money transactions when you use the item.

Sale price

Add the sale price of the item in your base currency using up to 8 decimal places. Don’t add a currency symbol.

Sales account

Select the default chart of accounts code for revenue received when selling the item. If you need to, you can select a different account when you enter a sale.

Tax rate (Sales)

Select the default tax rate to use when selling the item.

Description (Sales)

Add the text you want to appear in the description field of invoices, quotes and receive money transactions when you use the item.

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