Manage your Items here:


Create/Edit Item

Enter all required fields and click submit. You can also click the down arrow next to the submit button and click 'Submit and New' to open a new blank Item to complete.

  • Name - Item's name
  • SKU - Unique SKU for the item
  • Sales Price - Default Price to sell item at (Show's on Sales Orders and Invoices by default, when Item is selected)
  • Purchase Price - Default Price to purchase item at (Show's on Purchase Orders and Bills by default, when Item is selected)
  • Description - Short text field describing the item
  • Invoice Account - Credit side of the journal entry when added to a customer invoice
  • Bill Account - Debit side of the journal entry for items added to vendor bills
  • Inventory Account - Inventory asset account, debited when receiving and credited when fulfilling
  • COGS Account - Expense account debited when fulfilling Sales Orders
  • Inactive - Inactive Items will no longer be available to select in drop down lists (Note: Any previously created Documents (e.g. Invoice/Bill?PO/SO) with the inactive Item will still be included in tables and users can take actions against)
  • Custom Fields - See this article for more information Custom Fields

List Actions

  • Item Detail - Click the Item Number to view extra details about the item. See this article for more detail: Item Detail
  • Edit -  Update item fields
  • Create Duplicate -  Create a new Item with this item as the template
  • Delete -  Delete this item, could fail if another object is using this.

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