Introduction

This guide explains how to add a new item to the inventory in the Point of Sale system. Items are associated with account numbers and can include details such as price, tax, and quantity.

Definition:

Items are the things sold and are associated with an account number.

Steps to Add an Item

  1. Go to Inventory, and then Items. Inventory and Items Items view
  2. Click New. New Item button
  3. Complete all the fields. Complete item fields

    Additional Information

    Ensure all required fields are completed accurately. Refer to the table below for field details.

    FieldDescriptionRequired
    Item #Alphanumeric identifier✔
    Account CodeThe associated account code✔
    DescriptionA detailed item description✔
    Receipt DescriptionShort description for receipts✔
    PricePreset price (if applicable)✘
    TaxApplicable tax rate✘
    QuantityStock quantity✘
    Includes TaxIndicates if the price includes tax✘
    CommentAdditional notes or details✘
  4. Click Save.

Where to next?