Click on Stock > Stock & Order Items
then select an item by ticking the box at the end of the relevant line, and click Edit Item, or
click New Item and select Item Type – either Stock Item if you are operating stock control for this item or Service Item if you are not keeping track of stock of this item
and you should see an input form like this:
You will need to complete the following:
Stock Code – enter a short name/ code for this item (you can search on this when selecting for an invoice line item)
Name – full name for this item (you can search on this when selecting for an invoice line item)
Description – an extended description of the item if required; could include things like brief specification or drawing reference (this can be displayed or hidden on the order/ invoice)
List Price – the default price which will appear against this line item when selected as an order or invoice line item
VAT Rate – the VAT rate for the item which will determine the VAT (if any) shown on the invoice
VAT Commodity Code (Stock Item type only) – for Intrastat reporting
Barcode (Stock Item type only) – the barcode text or number
Stock Pack Size (Stock Item type only) – the unit of measure you use to count the item in stock if you are operating stock control for this item
Sales Pack Size – the unit of measure which the List Price relates to (and which will appear on your order or invoice)
Sales to Stock Pack Size Conversion Rate (Stock Item type only) – converts the sales quantity to a stock quantity for booking out of stock if you are operating stock control for this item
Manufactured (Stock Items only) – tick if Item is manufactured rather than bought in and complete ‘Manufacturing’ tab else complete ‘Suppliers’ tab
Click on Create or Update and the item details are saved or updated to the database and if a new item it is added to the Stock & Order Items list on screen, and is available for selection as an order or invoice line item.
A more comprehensive guide can be found in the Video Tutorials section.
Back
Click on Stock > Stock & Order Items
then select an item by ticking the box at the end of the relevant line, and click Edit Item, or
click New Item and select Item Type – either Stock Item if you are operating stock control for this item or Service Item if you are not keeping track of stock of this item
and you should see an input form like this:
You will need to complete the following:
Stock Code – enter a short name/ code for this item (you can search on this when selecting for an invoice line item)
Name – full name for this item (you can search on this when selecting for an invoice line item)
Description – an extended description of the item if required; could include things like brief specification or drawing reference (this can be displayed or hidden on the order/ invoice)
List Price – the default price which will appear against this line item when selected as an order or invoice line item
VAT Rate – the VAT rate for the item which will determine the VAT (if any) shown on the invoice
VAT Commodity Code (Stock Item type only) – for Intrastat reporting
Barcode (Stock Item type only) – the barcode text or number
Stock Pack Size (Stock Item type only) – the unit of measure you use to count the item in stock if you are operating stock control for this item
Sales Pack Size – the unit of measure which the List Price relates to (and which will appear on your order or invoice)
Sales to Stock Pack Size Conversion Rate (Stock Item type only) – converts the sales quantity to a stock quantity for booking out of stock if you are operating stock control for this item
Manufactured (Stock Items only) – tick if Item is manufactured rather than bought in and complete ‘Manufacturing’ tab else complete ‘Suppliers’ tab
Click on Create or Update and the item details are saved or updated to the database and if a new item it is added to the Stock & Order Items list on screen, and is available for selection as an order or invoice line item.
A more comprehensive guide can be found in the Video Tutorials section.
Back