Create a new stock item

Every stock item must have a Code, Name, Product Group and Location (if you're using multiple locations) before it can be saved.

Open: Stock Control > Stock Records > Enter New Stock Item.

1. Enter the stock item details on the relevant tab.

   • Details: Product group, costing method, stocked unit, description, BOM details and barcode.

   • Batch/Serial Nos: Batch and serial numbers, use by and sell by dates. Only shown for stock items where the product groups has traceable items set up.

   • Analysis: Analysis codes, default nominal accounts, intrastat information and stocktake cycle.

   • Suppliers: Preferred supplier details. Required for items the Direct To Customer or From Supplier Via Stock fulfilment methods.

   • Units of Measure: Base, sales and purchase units. Only shown if buying and selling units are set up on the product group.

   • Alternatives: Details of an alternative item to use when this one is out of stock.

   • Cross-selling: Set up cross-selling items if you want to display complimentary items when you add an item to a sales order or quotation.

   • Locations: Where the stock item is stored; warehouse and bin.

   • Attachments: Files, folders and links such as images, connected to the stock item.

   • Memo: Additional information about the item.

   • Comments: Additional information to print on picking lists and despatch notes.

   • Landed Costs: The landed costs to be used with the stock item. Only shown if landed costs are set up on the product group.

   • Alerts: Alert messages for this stock item. Alerts are messages that are displayed when you select a stock item, so you can set up reminders for a particular item.

   • Search Categories: The categories to specify for the stock item.

   • Manufacturing: Details about the stock item that only apply if you're using the Manufacturing modules.

2. To save the stock item, click Save.

Note: To duplicate an existing stock item, see Duplicate a stock item.