Adding Items
Items are the products and services you sell (and buy). Setting them up once means you can drop them onto an invoice in seconds, with the right price and tax filled in automatically.
Create an item
Open Items
Click Items in the sidebar, then + New.
Enter the basics
- Name — what you’ll see on invoices
- Item code — your own SKU/code (optional)
- Unit — how you sell it (e.g. NOS, KG, PCS, HRS)
Set the price and tax
- Sale price — your default selling price
- Purchase price — what it costs you (used to calculate profit)
- GST rate % and HSN/SAC code — see HSN & GST Rate
Save
Your item is ready to use on invoices and purchases.
Services count too. An item can be a physical product or a service (use a SAC code instead of HSN). For services you can ignore stock fields.
What you can track per item
| Field | Use |
|---|---|
| Sale / Purchase price | Selling and cost prices |
| MRP, Wholesale price | Extra price levels — see Pricing |
| HSN/SAC, GST rate | Tax classification — see HSN & GST Rate |
| Stock quantity | On-hand inventory |
| Batches & serials | Batch/expiry and serial tracking — see Stock, Batches & Serials |
| Custom fields | Anything else you need — see Custom Fields |
Next
- Pricing — multiple price levels and per-customer rates
- Stock, Batches & Serials — inventory tracking