Home > Managing Inventory > Adding Inventory Items

Adding Inventory Items

You can add new products to your inventory for selling to customers.

Note: The Link Items button only appears if you’re adding a new inventory item, and you also have invoicable services and items in the Items & Services Maintenance dialog box that are not linked to an inventory item.

To add an inventory item:
  1. Choose Inventory > Manage Inventory, or click the Manage Inventory icon in the Inventory section of the workspace.
  2. In the Inventory dialog box, to add an item, click Add.
  3. In the Inventory Detail dialog box, on the Detail tab, type the name you use for the item in the Item Name box.
  4. Type the name you want to appear on invoices in the Display as box.
  5. Type the inventory number or part number in the Item Number box.
  6. Type the number used by your barcode reader in the Barcode box.
  7. Select the vendor from which you usually purchase this item from the Main Vendor list.
    To add a new vendor, click the Main Vendor link and choose a command from the menu. (See Adding Vendors or Editing Vendor Information.)
  8. Type the part number used by the vendor in the Vendor Part # box.
  9. As needed, type the Size, Color, Weight, Dimensions, and Comments in the boxes in the Descriptive area.
  10. Specify the date you counted the inventory in the Effective box.
  11. Select the Invoicable, Taxable, and Active check boxes as applicable.
    To keep track of items that you don’t want to sell (such as maintenance supplies or office furniture), clear the Invoicable check box.
  12. To link this new item to an existing invoicable item, click the Link Items button. In the in the Items & Services Maintenance dialog box, select the item in the list and then click Select.
  13. Click the Financial tab.
  14. Type the amount it costs your company to purchase this item in the Cost Per Unit box.
    The value in the Average Cost box is calculated based on purchase prices from your purchase orders.
  15. Type the amount you charge your customers for this item in the Sell For box.
  16. Type the number of units currently in your inventory in the Qty On Hand box.
  17. Type the number of units that would be in your inventory when you should reorder this item in the Reorder At box.
    The Qty On Order box shows the number of units you’ve issued purchase orders for, but haven’t received.
  18. Select the Inventory Asset, Cost Of Goods, and Sales accounts for this item.
    To add or edit an item in you Chart of Accounts, click the Inventory Asset, Cost Of Goods, or Sales links. (For information, see Maintaining the Chart of Accounts.)
  19. Click the Location tab.
  20. Select the location definitions from the lists to specify the location of the inventory item.
    The location information prints on the pick list that you can generate from an invoice. (See Defining Locations for Inventory Items.)
  21. To enter inventory information into custom fields, click the Custom tab.
    The custom fields can be used for any information that you need to manage your inventory. To define the names of the custom fields, click a Custom Field link. (See Defining Custom Fields.)
  22. To add one or more images of the item, click the Image tab. (See Adding Images to an Inventory Record.)
  23. Click OK.