Item Information

The Items module is where you manage the actual products, goods, or services that your business sells or purchases. From tracking inventory and pricing to uploading documents and managing tax details — this section gives you full control and visibility.

Overview

Click any item to view its full profile, including:

Item Code, Type, Brand
Group and Warehouse info
Stock movement
Sales and purchase records
Associated price lists

Item Information

Quick Actions

Use Actions dropdown menu for the following shortcuts:

Upload Document
New Task
Mark as Inactive
New Item Pack

Editing an Item

To edit an item:

Click the Edit button at the top right corner of the page.
Update the details in the Item Information form.

Edit Item Info

Fields Overview

You must fill in required fields, marked with a red asterisk (*).

Attribute	Description
Name *	Full name of the item. Example: `Cheese Burger (2pack)`
Code/SKU	Unique internal stock keeping unit
Unit *	The standard unit for purchase/sale (e.g., Bottle, Case)
Type	Classifies the item as Product, Service, Distribution, or Consumable
Group *	Categorization group for reporting and filtering
Manufacturer / Brand	Details about who made or branded the product
Purchase/Sales Account	Default General Ledger accounts for transactions
Cost/Purchase Price	The cost incurred or amount paid per unit
Sales Price	The price per unit for customers
Tax Rates	Applicable purchase or sales tax rate
Preferred Supplier	The vendor from whom the item is typically sourced
Supplier Item Code	Unique supplier-provided stock keeping unit
Track inventory	Whether this item’s stock levels are tracked
Primary Warehouse	Default storage location
Bin	Physical location within a warehouse
Reorder Level	Minimum threshold before restocking is recommended
Opening Stock	Stock level when item was first added
Stock In Hand	Current physical quantity available in the warehouse

Uploading Images

You can attach one or more images to an item to visually represent it within the system. This is especially useful for identifying products quickly in catalogs, orders, or reports.

Click Upload Image under the Images tab to attach images to the item.

Fields Overview

You must fill in required fields, marked with a red asterisk (*).

Attribute	Description
Image	(Required) Upload the image file by dragging and dropping or selecting from your file system.
Title	Optional label or name for the image. Helps in identifying specific views or versions (e.g., “Front View”).
Description	Optional additional details about the image. Could describe context, version, or notable visual cues.
Main Image	Toggle to mark this as the primary image for the item. Only one image can be marked as the main image.
Alt Text	Alternate text for screen readers or when the image fails to load. Supports accessibility and SEO best practices.

After filling in the details, click Save to attach the image to your item.

Best Practices

Use clear, high-resolution images with consistent backgrounds.
Set the Main Image thoughtfully — it’s the one shown in list views and printouts.
Keep Alt Text meaningful for better accessibility.

Inventory Activity

The Stock tab includes inventory history for a selected period, showing warehouse bin location and quantity movement.

Purchases

Track all purchase orders and bills associated with the item.

Purchases Tab

Sales

See invoices and sale-related documents, along with pricing and quantity sold.

Sales Tab

Price Lists

Attach multiple price lists for both purchase and sale scenarios, including promotional or quantity-based pricing.

Price Lists

Tips

Use Track Inventory for items with physical stock. Disable for services or non-stock items.
Assign a Reorder Level for automated low-stock alerts.
Maintain item images for better visual references during order processing.

By managing your item data comprehensively, your operations become more predictable, traceable, and scalable.