Manage your items and stock

The Items module (menu Inventory → Items) is the heart of your catalog. Each item is described, categorized, and its stock is tracked in real time.

Create an item

1. Open Inventory → Items, then click New.
2. Fill in the essentials:
   • item Name, 50 characters maximum;
   • Reference, required and unique within the warehouse: it is also used for search and scanning at the point of sale;
   • Category, Supplier and Warehouse, required for a physical item: they drive cost and stock tracking;
   • opening Quantity and Measure Unit (Unit, Kg, Gram, Liter, Milliliter, Currency, Piece, Box, Meter);
   • Buying Price and Selling Price, required;
   • Image and custom attributes, optional.
3. Choose the right item type and stock tracking (see below).
4. Save.

The item page, opened from the list, then gathers its barcodes (Barcode Management tab), label printing, price history, batches, approved suppliers and write-offs. Its Adjust Stock button corrects the quantity: see Correcting stock.

An illustrated walkthrough is in Initial setup.

Item type

Type	Description
Item (physical)	An item with stock tracking; requires a warehouse, a supplier and a buying price.
Service	A service without stock tracking (no warehouse, no quantity).

Stock tracking

For physical items, stock tracking determines how quantities are entered:

Stock tracking	For which item	Example
Discrete units	sold by the piece (whole units)	a bottle, a garment
Fractional (weight / volume / length)	sold by weight, volume or length (e.g. 0.5 kg, 2.5 m)	fruit, vegetables, meat, cable, fabric
Prepaid value pool	managed as a balance	top-up, credit

Note

Pick stock tracking based on the item's real nature. It governs how quantities are entered at sale and purchase (by piece or by decimal measure).

Tracking stock

• Available stock updates automatically on every sale, received purchase, return or adjustment.
• A low-stock threshold (a global setting defined by the administrator, 10 by default) flags items whose quantity drops below it: they are marked Low stock and trigger an alert.
• Batches and expiry dates can be tracked for the relevant items, with expiry alerts.

Suppliers

An item can be linked to one or several approved suppliers. During a purchase the default supplier is proposed automatically, but you can pick another from the approved list.

Import a catalog

To save time, you can import your items in bulk from a CSV or Excel (.xlsx) file. Download the template the application provides and keep to its columns: that is what makes the import run correctly.