Adding an item

There are 4 different types of items that can be added.

  • Click Add an Item.
  • Enter an item title, this is the name you type to add the item to an order and it appears on your production log. This field is limited to 100 characters.
  • A code can be used for your own reference to the item.
  • The description is used to provide more information on the shopping cart.
  • Unit type is used to describe how the product comes, some examples - serve, person, box, bottle etc. On the shopping cart it will appear $4.80 per (unit type) person.
  • Units per pallet (used mainly in production). This will help when adding a stock take.
  • Unit size. Enter the quantity and unit. E.g. 10 kg
  • For use on the shopping cart you can add a photo.

Sold Items

These are the items you sell to your customers.

  • Follow the above steps
  • Tick I sell this item.
  • Select the category the item belongs to.
  • Select the visibility.
  • Choose whether the item is taxable or not.
  • Enter a price.
  • Minimum quantity and minimum order days are for use on the shopping cart only so customers are restricted to the rules you set.
This feature is available on all plans and all editions.

Bought Items

These are your ingredients you buy from your suppliers.

  • Tick I buy this item.
  • Fill in the fields. Supplier is a look up field, see adding a supplier.
  • Note: Unit Type and Unit Size are mandatory if you are adding a bought item.
This feature is available on the plus plan & above and all editions.
 
Made Items

These are your recipes.

  • Tick I make this item.
  • Select a category.
This feature is available on the plus plan & above and all editions.
 

Stocked Items

These are the items that you stock and want to perform a stock take on.

  • Tick I stock this item.

  • Select a category.
  • Optionally enter a reorder level & reorder amount. When stock falls below the reorder level, the item will be highlighted in your stock forecast reports.
This feature is available on the plus plan & above and all editions.
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