How to add a new item to the catalogue
How to add a new item to the catalogue. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Item catalogue under Operations.
- Press New item.
- Fill in Item code and Description (both required), then the category, weight, rates and the other fields.
- Tick Serialized (tracked by serial #) if every piece has its own serial number.
- Press Save.
Tip
The item then appears in the catalogue with zero stock; add stock with Receive stock. Only the Owner / Administrator, Office Manager and Yard Manager can create or edit items. Item categories come from the list at Administration -> Lists.