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How to create a new item

Roxxane Spruyt avatar
Written by Roxxane Spruyt
Updated over a year ago

Steps to Create a New Item:

  1. Access Items Module:

    • Click on the "Items" module located on the left-hand side of the page.

  2. Select Your Branch:

    • Your page will open in the "ITEMS" tab, displaying all current items.

    • Select your branch from the branch selector dropdown.

  3. Add New Item:

    • Once your branch is selected, a blue "ADD" button will appear. Click on it.

  4. Use the Item Editor:

    • The item editor will open. Add all the necessary information for your item.

Tip:

  • Choose whether the item is a physical item (carries stock) or a service item (does not carry stock).

  • Ensure correct input of stock quantity conversions. More on stock quantity conversions here.

Additional Resources:

  • Setting your minimum and maximum stock levels

  • Using markup percentage

  • Determining if an item is a service or physical item

  • Adding stock to your new item

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