Adding items

Items are added while entering a sales or purchase transaction, or added directly through the Items window. The Items window is accessed from Order Entry, Purchasing, Inventory Control, and, if enabled, Projects or Contracts.

You can perform a range of activities with items, such as:

  • Track your cost of goods sold (COGS)

  • Optimize the price that you pay for items

  • Report on price variances

  • Track inventory you sell (bin, lot, serial)

  • Track supplies items

Item information consists of characteristics such as:

  • Vendors for the item

  • Warehouses that stock the item

  • Unit of measure (weight, size, count, time, etc.)

  • Price lists

  • Whether the item is taxable

  • Whether the item is used in-house to help run your business (supplies item)

Depending on your workflow, there are different item record details you'll need to include for standard or advanced workflow configuration.

Add items using advanced workflow

Add items using a standard workflow