Note: You must first have the Account Code built for the items you will enter into inventory.


TABLE OF CONTENTS

Creating Items

  1. From the Main Menu, select Inventory.
  2. Click Items.
  3. Click the + New button.

  4. Complete all fields on the Details tab:
    • Item #
      • If you have a scanner- scan your Item's Barcode (if applicable)
      • Create a unique alphanumeric item # to identify your item.
    • Account Code
      • Click the dropdown to choose the appropriate Account Code or Department to route the item to for reporting purposes.
    • Description
      • Add a description that best describes the item.
    • Receipt Description
      • Add a description that will appear on receipts
    • Sale Price
    • Quantity Available
    • Comments
    • Sold Out Warning
      • Check the Sold Out Warning box if you would like a message to be displayed in the Point of Sale screen when the item's quantity is below ten (10).

  5. Price Levels-Optional: 

    If you would like to add price levels to your Item, under the Price Levels tab, click + New.
    • Complete the line:
      • Enter a description for this level
      • Enter a price
      • Choose the type of level (fixed or percentage) from the dropdown.
      • Select a Customer Group that the level will apply to.
  6. Click Save.
    Note: You may add several price levels to your item. If you would like more than one level, click + New and repeat the steps to complete the additional line.

  7. Data Elements-Optional: 

    If you would like to add data elements to your item, under the Item Data tab, click + New.
    • Complete the line:
      • Enter a Title for this data element
      • Select the Type from the dropdown
      • Enter the information necessary for that data element if required
      • Check the Required and/or Confidential boxes if necessary
        Note: If the confidential box is selected, the data elements will not show on the receipt.
  8. Click Save.


Note: You may add several data elements to your item. If you would like more than one data element, click + New and repeat the steps to complete the line. You may arrange the data elements by clicking the up/down arrows on the right side of the line. You may delete the data element by clicking the dropdown arrow and selecting delete.