Add a New Item
This is used to add up products you sell directly to your customers or the services you render to your clients.
- Select Inventory List from the menu and click on Add item.
- Select the Item type – Product or Service
- Enter necessary details of the item (Item Name, purchase rate, sales rate, opening stock & re-order level)
- To apply tax (VAT) on the item click on the Tax icon > Click Add list.
Remember to set your tax rate, Click on Edit Shop from the menu
- Repeat the process above if you have more than one item to create.
- Click Save List to finally save the items
Take Note:
- Opening stock – this is the number of currently available items for sale.
- Re-order level is the level at which the quantity reaches that triggers a replenishment alert.
- Purchase Rate: This is the cost price of an item. The amount the item was bought for by the seller.
- Sales Rate: This is the selling price of an item. The amount to be paid by the customer to acquire the product.
To edit an Item
- Select Inventory list from the menu
- Click on the item you want to record a purchase > click on Adjust quantity
- Adjust the item details > click on Save
To delete an Item
- Select Inventory list from the menu
- Click on the item you want to record a purchase > click on Delete
Note: To be able to delete an item ensure all transactions relating to the item has been deleted
Watch video guide – How to Add items on the mobile app