Inventory
Add an item
Create a product once — name, unit, price, tax and stock levels — and use it in Billing and Smart Books.
Before you start
Who this is for
Anyone who adds products to the catalogue.
Before you start
- At least one warehouse set up.
- The item’s HSN code and GST rate.
Steps
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Step 1: Start a new item
Open Items and choose New item. The form is split into sections you can jump between.
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Step 2: Fill in the basic details
Under Basic Details, enter the Item name, SKU / item code and Item type. Scan the barcode if the product has one.
Tip: Inventory warns you if an item with a similar name or code already exists.
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Step 3: Group it
Under Classification, choose the Item group, Stock category and Brand. You can create a new one from the same box.
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Step 4: Set its units
Under Units & Packaging, choose the Base unit (for example pieces or kg) and add alternate units, such as a box of 12.
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Step 5: Add tax and accounts
Under Accounting, add the HSN / SAC, the Tax category and the Sales ledger and Purchase ledger it posts to in Smart Books.
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Step 6: Set stock levels and save
Under Stock & Locations, choose the Default warehouse, turn on batch, expiry or serial tracking if you need it, and set the Reorder point and Reorder quantity. Save.
What happens next
The item is in your catalogue. It can be billed in Billing, used on Smart Books entries, and shows up in low-stock lists when it drops below the reorder point.
Questions
What is the reorder point?
The stock level at which you want to buy more. The Replenishment report compares your stock against it.
Can I change many items at once?
Yes — Items → Bulk edit for most fields, and Bulk tax rate update when a GST rate changes.
Ready? Try it now.
Open Inventory in a new tab and follow along.