Used to manage and add new items for purchase.
Create Item
To create an item
- Step 1. Go to the Purchase module in the left sidebar and select Items menu
- Step 2. Click Add button
- Step 3. In the Add Item page, enter the Commodity Code, Commodity Name, Sale Price, Units and other details:
- Step 4. Click Save
Import Items
To know the format of the import, i.e. the columns and data to be included in the import file, you can download the sample import file which we’ll be looking at in the steps below.
- Step 1. Go to the Purchase module in the left sidebar and select Items menu
- Step 2. click Import items button
- Step 3. To ensure successful import (correct format, full columns) you should download the template file by clicking Download Sample button
- Step 4. Enter the data you need to import into the downloaded file and save it.
- Step 5. Click the Choose File button under Choose excel file and choose a file
- Step 6. Click Import
In case the import fails, the ERROR FILE DOWNLOAD button will be displayed. To see the import error, click Error file download to download the file and see the error
-> Then go to the last column in the file (Error column) to see the exact error that caused the import of the item to fail
Edit Items
To edit the details of an existing item:
- Step 1. Go to the Purchase module in the left sidebar and select Items menu
- Step 2. Hover over the item need to be edited and click Edit
- Step 3. Make the necessary changes and click Save button
Delete Items
You can delete individual items or delete multiple items at once
- Hover over the item you want to delete and click Delete
Confirm your selection in the following pop-up. The item will be deleted. - Select the items to be deleted and press Bulk action.
Select Mass delete -> click Confirm button.
Clone Items
Select the items to be cloned and press Bulk action.
Change Item Selling Price
Select the items to be changed selling price and press Bulk action.
Change Item Purchase Price
Select the items to be changed purchase price and press Bulk action.
Choose change item purchase price and click Confirm button