Items (catalog)

Create an item

Open Items → New item.

1. Enter a Name (required) — a product or service.
2. Optionally add SKU and HSN / SAC.
3. Optionally pick a Category and Unit (manage these in Categories & units).
4. Optionally set a Default GST rate so it is pre-filled on invoice lines.
5. Enter the Sale price and, if you track margin, the Purchase / lot cost (both in ₹).
6. Click Create item. You are taken to the item's detail page.

Edit an item

Open an item to edit any field, including:

• ✓Marking it inactive — inactive items stay out of new invoices but existing documents are unaffected.
• ✓Adjusting sale price and purchase cost (purchase cost powers the margin reports).

Use items on invoices

On a sales document, the line item picker is a typeahead. Selecting an item copies its description, HSN, and price; if the customer has a price list, the list price is used where available.

Barcodes

The item detail page includes a barcodes panel — see Barcodes.

Related

• ✓Categories & units
• ✓Price lists & bundles