Items Management

Items are the products you sell and buy. Define them with names, SKUs, categories, units, and pricing. Choose whether to track stock for each item.

What Are Items?

Items represent the products or goods in your inventory. Each item has a name, optional SKU (stock keeping unit), category, unit of measure, and pricing. You can choose whether the system tracks stock for each item. Items that track stock will have their quantity updated when you fulfill sales orders, record purchase bills, or perform adjustments.

Item Types

Items can be:

  • Stocked — Physical goods that you track in warehouses. Stock levels increase on purchase and decrease on sale.
  • Non-stocked — Items that do not affect inventory (e.g., services, digital products). They appear on quotations and invoices but do not require warehouse tracking.

How to Add an Item

Go to Items
From the Inventory dashboard, click Items in the sidebar or navigation menu.
Click Add Item
Click the Add Item or Create button to open the item form.
Fill in the Fields
Enter the item name, SKU (optional), category, unit, prices, and other details. See the field table below for reference.
Save
Click Save to create the item. It will appear in the items list and can be used for quotations, orders, and invoices.

Item Form Fields

Field Description
Item Name Required The display name of the item. Shown on quotations, orders, and invoices.
Item Code/SKU Optional Stock keeping unit or product code. Useful for barcode scanning and internal reference. Must be unique if provided.
Category Optional Item category for grouping and filtering. Create categories in Settings before assigning.
Unit Required Unit of measure (e.g., Each, Box, Kg). Define units in Settings.
Sales Price Optional Default selling price. Can be overridden on quotations, orders, and invoices.
Purchase Price Optional Default cost when buying. Used for purchase orders and purchase bills.
Tax Optional Default tax rate for the item. Applied to sales and purchase transactions.
Description Optional Additional notes or product description. Can be included on printed documents.
Track Stock Checkbox When enabled, stock levels are tracked for this item. When disabled, the item is treated as non-stocked.

Items List Grid Columns

Items List Columns
Item Name
The display name of the item.
SKU
Item code or stock keeping unit.
Category
The category assigned to the item.
Unit
Unit of measure (Each, Box, Kg, etc.).
Sales Price
Default selling price.
Purchase Price
Default cost when purchasing.
Stock
Current stock quantity (for items that track stock).
Status
Active or Inactive. Inactive items are hidden from selection but remain in history.

How to Edit or Delete Items

To edit an item, open it from the items list and update the fields. Changes apply to new transactions; existing quotations and orders retain the values at the time they were created.

To delete an item, use the delete action from the items list or item detail. Items with existing transactions (orders, invoices, stock movements) cannot be deleted. You can mark them as Inactive instead to hide them from new transactions.

Item Categories

Categories help organize items for reporting and filtering. Create categories in Settings → Item Categories. Each category has a name and optional description.

Field Description
Category Name Required The display name of the category (e.g., Electronics, Office Supplies).
Description Optional Brief description of what items belong in this category.

Units of Measure

Units define how quantities are expressed (Each, Box, Kg, Liter, etc.). Create units in Settings → Units. Each unit has a name and optional symbol (e.g., "Kilogram" with symbol "kg").

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Getting Started
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Warehouses