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Knowledgebase · 18 articles

Items & Inventory

Your item list, services, stock, adjustments, assemblies, transfers, warehouses, labels and forecasting.

Items6

The Item ListEvery product you stock, with its SKU, price, tax and live quantity on hand, and the place to add, copy, merge and open items.Add or edit an itemCreate a stocked item (single, with variations, or a group), set its SKU, price, cost, tax, unit, serial tracking and reorder levels, and change or delete it later.Item accounts: income, cost of goods sold and inventory assetChoose the Income Account an item's sales post to and the COGS Account its cost posts to, and understand how inventory reaches the balance sheet.ServicesCreate and edit the things you sell but never stock, such as labour, call-out fees, delivery and retainers, with their rate, cost, unit and tax.Change Item PricesRaise or lower the selling prices of many items at once, by an amount or a percentage of the current price or the cost, with optional rounding.An item's history and drill-downThe item window (Product 360) with price, stock by location, last purchase, price levels and recent sales, and the Sales history, Purchase history, stock card and item ledger it opens.

Stock5

Stock LevelsSee how many of every item you hold here and across all your locations, find what is low or out of stock, and trace any quantity back to the documents that moved it.Adjust Quantity/Value on HandWrite off stock that was damaged, lost or miscounted, or add stock found on a count, with a reason and a cost, and see what it does to the books.Build AssembliesTurn components into a finished item from its recipe, record how many were made and spoiled and what the build cost, and see how the stock and the books change.Transfer Inventory between locationsMove stock from one of your locations to another, either in one step or in transit until it is received, and handle shortages and extras when it arrives.Warehouse and bin locationsRecord exactly where stock sits in a location (zone, rack, shelf and bin), print QR bin labels, put received goods away, pick orders and count bins.

Tracking and labels3

Serial Number LookupFind the invoice a serial number or IMEI was sold on, who bought it and when, and whether its warranty is still in force; plus how serial numbers are recorded when you buy and sell.Lot numbers and expiryRecord batch (lot) numbers and expiry dates when stock arrives, sell from the right batch, watch what is about to expire, and trace any batch from supplier to customers for a recall.Barcode and item labelsDesign and print barcode, price and shelf labels for your items on label sheets or a roll label printer, including labels for everything on a bill.

Forecasting4

ForecastSee how many units of each item you are expected to sell in the next 7, 30 and 90 days, or in any period you choose, with a likely range for each figure.Reorder LevelsSee which items are forecast to run out, the date each one runs out, the date you must order by, and how many to order.Ship to AmazonFor Amazon FBA sellers, see when each SKU will run out at Amazon, the date a shipment must leave your warehouse, how many units to send, and when to order from your supplier if your own shelf cannot cover it.What's Coming (seasonal calendar)See the holidays and shopping events coming up and how much each one has changed your sales in past years, measured from your own history.