Create Inventory Item
1. Select the ‘+ NEW ITEM’ menu item from the main Inventory Items List as shown above.
2. Complete the resulting form and use the Submit button to create the new inventory item.
Field | Description |
Our Code | Unique code assigned to the item |
Item Name | Item Name |
Item Description | Item Description - used for information only |
Item Type | Not used currently |
Category | Category this item will be grouped under |
Unit of Measure | Default Unit of Measure for item |
Track Stock | Not used Currently |
Status | Status of Item in inventory |
Manufacturer | Reference field only currently |
Barcode | Reference field only currently |
Income Account | Income account for sales of this item - not required if able to inherit from Category |
Expense Account | Expense account for purchases of this Item - not required if ablle to inherit from category |
Selling Price (Excl) | Selling price for this item - excluding GST |
Tax Code | Default tax code that would apply to this item |
3. Go to the Suppliers menu within the Inventory Item and add the new suppliers that can provide this item using the 
on the menu below. You can have more than one supplier for the same item as indicated below also.
Note on the picture above, there are 2 date fields shown against each Item:
- Last Changed refers to the date that the price amount was physically changed; while
- Last Updated refers to the date that an import was done but the price amount was not changed.
4. If you have more than one active price list, you will then need to add this item to the required price lists.
Also note that you are able to add in price breaks based on volume within the pricing for an Inventory Item (as shown above). This allows you to specify not only the price break but also the quantity that the new price would take affect from.
5. Tags are used in the ActionStep Inventory module to add some attributes to Items for reporting or additional grouping outside of the Category.
For example, when building a house, all concrete may not need to be purchased at one time as some will be required for the foundations, while some for the driveway and paths which would be poured at a later stage. In this case, you may use a tag to identify which stage of the building process the item may be required.
To add a Tag to an Item, use the Tags menu and select the desired Tag or Tags to annotate to the Item. Tags can also be assigned in the Sale or Purchase report as well.
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360053669074 |