Adding an Item (Standard)


Like all inventory, bulk inventory can be done using Add Item or From Invoice. Without a purchase order, we recommend Inventory > Item > Add Item

  1. Select Inventory > Item > Add. The New Item window will appear with the General tab open. 


    An important feature of the New Item window is that once you select a category, the details defined by the Details tab of that category will appear. 
     
  2. Complete the data fields in all tabs as needed. 
  3. If the item has been in your inventory before, when you enter the vendor and vender style number, you will be prompted to copy the details from the previous record. 
  4. Do so or enter the data manually. 
  5. For bulk items, go to the Quantities tab and enter the number being added. 
  6. If the item is in response to a purchase order, associated with a special order, it is a bulk item, or if you have a multistore environment, the Allocate window will appear. Allocate the items as described in the section entitled Allocating Items
  7. Select OK/Save & Close

 

 

Updated on Mon, 12 Apr 2021 by Angela Chiaravalle

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