Walkthrough: Item Setup
Create a clean item record so stock movements, procurement, sales, POS, reports, and scanner lookup work correctly.
Before You Start
- You can access Inventory and create or edit items.
- The item category, unit of measure, warehouse, and location are known.
- You have a clear item name, SKU or item code, reorder point, and optional barcode.
Steps
- Open Inventory, then go to Items.
- Search first to confirm the item does not already exist.
- Select Add Item or Create Item.
- Enter item name, description, SKU or item code, category, and unit of measure.
- Add reorder point, barcode, warehouse, location, cost, price, tax, or attachment details if your organization uses them.
- Save the item and open it again to confirm the details are correct.
Success Check
- The item appears in the item list and search results.
- The item can be selected in receiving, transfer, checkout, procurement, sales, or POS workflows where relevant.
- The category, unit, warehouse, and barcode details match the physical item.
Support escalation
Open support guide
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