Guide: Items

Items

Used to manage and add new items for purchase.

Create Item

To create an item

• Step 1. Go to the Purchasemodule in the left sidebar and select Items menu
• Step 2. Click Addbutton

• Step 3.In the Add Itempage, fill in the required field.Commodity Code: Enter a unique identifier for the item. This must be manually entered and cannot be duplicated.Commodity Name: Provide a descriptive name for the item Commodity Barcode: Automatically generated. Barcode must be a sequence of digits only — no letters or special characters allowed,SKU code: Internal code used for tracking SKU Name: Descriptive label associated with the SKUDescription:  Provide a detailed description, including specifications, packaging, or usage notes.Commodity Group: Choose a group from the Commodity Group settings to classify this item under a broader category.Sub Groups: elect a subgroup from the Sub Groups settings. This helps in finer classification within a group.Sale price: Final selling price of the item.Purchase Price: The cost at which the item is procured.Units: Select a unit of measure (e.g., piece, box, kg) from the Units settings.Tax 1, Tax 2: Select applicable tax rates (e.g., VAT, GST). These will be applied during transactions like Sales, Purchase, etc Attach Images: Upload item photos for easy identification in listings.

• Commodity Code: Enter a unique identifier for the item. This must be manually entered and cannot be duplicated.
• Commodity Name: Provide a descriptive name for the item
• Commodity Barcode: Automatically generated. Barcode must be a sequence of digits only — no letters or special characters allowed,
• SKU code: Internal code used for tracking
• SKU Name: Descriptive label associated with the SKU
• Description:  Provide a detailed description, including specifications, packaging, or usage notes.
• Commodity Group: Choose a group from the Commodity Group settings to classify this item under a broader category.
• Sub Groups: elect a subgroup from the Sub Groups settings. This helps in finer classification within a group.
• Sale price: Final selling price of the item.
• Purchase Price: The cost at which the item is procured.
• Units: Select a unit of measure (e.g., piece, box, kg) from the Units settings.
• Tax 1, Tax 2: Select applicable tax rates (e.g., VAT, GST). These will be applied during transactions like Sales, Purchase, etc
• Attach Images: Upload item photos for easy identification in listings.

Description:  Provide a detailed description, including specifications, packaging, or usage notes.

• Step 4. Click Save

Import Items

To know the format of the import, i.e. the columns and data to be included in the import file, you can download the sample import file which we’ll be looking at in the steps below.

• Step 1. Go to the Purchasemodule in the left sidebar and select Itemsmenu
• Step 2. click Import itemsbutton
• Step 3. To ensure successful import (correct format, full columns) you should download the template file by clicking Download Samplebutton
• Step 4. Enter the data you need to import into the downloaded file and save it.
• Step 5. Click the Choose Filebutton under Choose excel fileand choose a file
• Step 6. Click Import In case the import fails, the ERROR FILE DOWNLOAD button will be displayed. To see the import error, click Error file download to download the file and see the error-> Then go to the last column in the file (Error column) to see the exact error that caused the import of the item to fail

Edit Items

To edit the details of an existing item:

• Step 1.Go to the Purchasemodule in the left sidebar and select Itemsmenu
• Step 2. Hover over the item need to be edited and click Edit
• Step 3.Make the necessary changes and click Save button

Delete Items

You can delete single items or delete multiple items at once

• Hover over the item you want to delete and click Delete Confirm your selection in the following pop-up. The item will be deleted.
• Select the items to be deleted and press Bulk action.Select Mass delete -> click Confirm button.

Clone Items

Select the items to be cloned and press Bulk action.

Choose Clone this items-> click Confirmbutton

Change Item Selling Price

Select the items to be changed selling price and press Bulk action.

Change Item Purchase Price

Select the items to be changed purchase price and press Bulk action.

Choosechange item purchase priceand click Confirmbutton