Creating a new item – all steps – resellables or expenses

When you first create an item, create name and item group and press save.

Under “Connections”, click on item price. Add selling price under suppliers name list(create supplier if needed), and add selling price under “standard selling” list.

If it is an expense, create a new account in the chart of accounts if it is a new category.

Confirm Item Group

Choose unit measure

Under description – add brand name (if it is known and if there are not secondary options used) and add a description

Under Unit of Measure, it should be the same as template – confirm

If this an expense, under “Sales, Purchase, Accounting Defaults”, click edit and in the field “Default Expense Account”, choose the chart of account where it will be recorded.

Under “supplier details”, in the supplier items table, click on add item. You will choose the supplier, and enter the supplier product code.

Creating a new item – all steps – resellables or expenses

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