How do I create and manage inventory items?

Audience: Customer

Module: Inventory

Time to complete: 5–10 minutes

Applies to: All plans

Quick answer

Inventory items are created by defining item details, stock units, and cost information.

Step-by-step

1. Go to the Inventory module

2. Create a new inventory item

3. Add item name, category, and unit of measure

4. Set cost and pricing details

5. Save the item

What you should see

Each item will have:

• A unique identifier

• Quantity on hand

• Cost information

Common mistakes

• Using vague item names

• Mixing units of measure

Best practice

Consistency in item setup improves reporting and costing accuracy.

Related articles

• How do I track stock levels?

• How does Inventory connect to Finance?