Save products and services you sell often
Save an item once so its price, account and tax fill in on every invoice and bill.
An item is something you sell or buy often. Pick it on an invoice or bill line and the description, price, account and tax rate fill in for you.
How do I add an item?
- Open SalesProducts & services and choose New item.
- Give it a short Code and a Name.
- Tick I sell this and fill in Sell for, the Tax rate and the Account.
- Tick I buy this too if you also buy it.
- Choose Add item.
Leave the tax rate on Use the account's rate and the item follows whatever rate its account uses.
Can I track stock?
Yes, for things you both buy and sell. Tick Track inventory and choose the Inventory account and Cost of goods sold account. Open the item to see what's On hand, its Average cost and every stock movement.
Once an item has stock history it stays tracked.
How do I stop using an item?
Choose Edit on the item, then Mark inactive. It moves to the Inactive tab and stops showing in pickers. Make active brings it back.
Can I bring my price list across?
Yes. Choose Import or export products, then Import products & services and drop in a CSV. Accounts are matched by code and tax rates by name, and items with a code you already have are updated.
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