Basic items are individual inventory items sold without multiple options or variations, such as modifiers or kitchen printer connections.
Create a Basic Item
Enter details such as item name, category, supplier (vendor), retail price, wholesale price and cost price of inventory item.
1. Open Stock (Items) Screen.
2. Click ‘Add New’.
|SKU||Unique identifier created for each item and used to generate barcodes.|
|Stock No||Item reference. You can use this field as the vendor’s (supplier’s) item code as sometimes vendors use their own code rather than a barcode and you will need it to order the item.|
|Sales Description||What cashiers see at the register and what prints on receipts. Cashiers can search for items by Name on the Sales screen.|
|Pop Up Price for Pos||If you choose this option, a popup screen will show whenever you select the item in the Sales screen prompting you to enter a price.|
|Pop Up Qty for Pos||If you choose this option, a popup screen will show whenever you select the item in the Sales screen prompting you to enter a quantity.|
|Package||If you choose this option, you can setup a package item which includes several items each with individual quantities. Whenever you select a package item, linked items will be displayed on the Sales screen and their individual quantities will decrease from the inventory after you complete a sale.|
|SKU2||2nd unique identifier for the item. If you setup an item with SKU = 100 and SKU2 = 101, whenever you scan/type 100 or 101 in the search bar, item will be selected and displayed.|
|Purchase Description||You can use this field if you want to use a different description when you order from a vendor (supplier).|
|Retail||The amount the item sells for to a retail customer.|
|Wholesale||The amount the item sells for to a wholesale customer.|
|Cost||The amount that has to be paid for the business to acquire an individual item.|
|Unit / Order Unit||The quantity amount that will increase whenever you buy the item as ‘Order Unit’. Eg. If you set up order unit qty as 12 and buy 1 item as order unit, total stock quantity for that item will be increased by 12.|
|Order Unit Name||The name of the order unit. The default name is ‘Box’.|
|Unit / Sales Unit||The quantity amount that will decrease whenever you sell the item as ‘Sales Unit’. Eg. If you set up sales unit qty as 12 and sell 1 item as sales unit, total stock quantity for that item will be decreased by 12.|
|Sales Unit Name||The name of the sales unit. The default name is ‘Box’.|
|Sales Unit Price||The amount the item sells for when sold as a sales unit.|
|Brand||Brand of the item. You can use brand instead of supplier when you search. Most users use brand instead of supplier when they want to hide the vendor’s (supplier’s) name from staff.|
|User Field||Users can setup their own data field for items for any purpose. For example, you can use this field to describe the item’s location in the warehouse.|
4. Add a Package Item
Step 1 : Select the ‘Package Item’ check box.
Step 2 : Click the ‘Package’ button at the bottom of the screen.
Step 3 : Click the ‘Select Items’ button then select the items that you want to include in this package.
Step 4 : Double click the ‘Qty’ column to change the qty.
Step 5: Click the ‘Close’ button (when you close the screen, the selected package items will be saved automatically).
Step 6 : Click ‘Save’ on the item edit screen.