Items Master

This is where all the options related to items that are being purchased or sold in the company are located.

“Items” is where the existing items are shown. You can create new items and edit the existing items here. These are the details you can provide while creating a new item.

Enter the correct unit of measurement and HSN Code of the item as well as the GST Rate. If the item's price is inclusive of GST, Select the Sale Rate is Inclusive of Tax option.

“Opening Stock” option can be used to provide and view the Opening Stock for all the items you have created.
“Prices” can be used to view and edit the prices of all the items.
“Taxes and Bulk Update” option allows you to update the GST rates of all items in bulk or in one go without having to change it one by one. You can select the items whose tax rates you wanna bulk update and then update it.
“Item Categories” for creating and viewing categories for the items in the company.
“Items Tree” shows all the items under their respective categories.
“Manufacturers” option allows you to create manufacturers of the items so you can specify it wherever required.
“View Opening and Current Stock” helps you to view the opening stock of the existing items and the stock that they currently have.
“Pricing Policy” option allows you to make a list of prices with edited prices for some of the items so you can provide this list to particular customers instead of the actual price list. You can provide a name for the list and create multiple price lists for different customers.

In the “Build Label Forms” menu you’ll find an option to create new barcode label forms > “New”. In this screen you can enter a name as “Barcode” and paste the PRN format to “label Form” field.

To create a new item
- Click on the “item” master
- Click on “Items”
- Select “New” to create new item

Item> Items> New (Mandatory: Name & Unit)

Enter the details such as HSN, GST, rate and all the relevant information for the item. Once you have entered all the necessary information, save the item by clicking on the “Save” button.

To create batches for an item

Set batches for an already existing item

Item Master> Items> Edit> Options> Tick on the batch managed> Save

Set batches for a new item

Item Master> Items> New> Tick on the “Batch managed” in the item creation screen> Save

Set Batches

Click on the “Batches” in the items window> New> On the batch allocation screen, enter the details of batches> Save

Repeat the above steps to set up batches for other stock items if needed.

To add opening stock for an item.

Item Master> Opening Stock> click on the blank “quantity” field to add opening stock> Quantity (add opening stock) > Save

To create categories for items

Item Master> Item categories> New (Enter the item category name)> Save

From the item creation screen click on the “categories” and select the category for each item or to create a new item category click on the “New Good and Service Group” and select “New” to create a new category.

To create manufacturers/brands for items.

Item Master> Manufacturers> New (Enter the New manufacturer) > Save

From the item creation screen click on the “manufacturers” and select the manufacturers name or to create a new manufacturer name click on the new manufacturer button and select “New” to create a new manufacturer.