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Create a New Item #

You can create new item in Acci.cloud anytime you need. Here’s how:

  • Go to Items on the left sidebar, and select Items
  • Click Add New button in the top right corner.
  • On the Add New Item page, fill in the following fields
    • Enter unique item ID or item name — maximum 50 characters
    • Enter item description — maximum 100 characters
    • Select an item type
    • Sales tab
      • Enter item price or rate
      • Select the taxable option if the item is subject to tax
      • Enter a sales description (up to 1,000 characters). This will be displayed in the invoice / quote details
    • Purchase tab
      • Enter purchase rate
      • Select Preferred vendor (optional)
      • Enter a purchase description (up to 1,000 characters). This will be displayed in the purchase order and bill
    • Inventory tab
      • Enter bar code or scan into this field (optional)
      • Enter an item SKU if required
      • Allow Fractional option is useful if you sell product in partial quantities like liquid volumes
      • Allow Negative option enables the system to record inventory quantities as negative values. This is particularly useful when items are sold but not yet physically in stock
      • Enter Reorder point to effectively manage stock level
    • Account tab
      • Income Account. This account is necessary for recording revenue generated from selling items through invoices or receipts.
      • Inventory Assets Account. It is used to track the value of a company’s inventory as an asset on the balance sheet.
      • COGS Account. It is used to record the direct costs associated with producing or purchasing the goods
    • Others tab
      • Brand. You can view sales analysis in sales dashboard by product brand if you provide this info.
      • Product Group. You can view sales analysis in sales dashboard by product group if you provide this info.
      • Product Category.  (sub-category included) You can view sales analysis in sales dashboard by product category if you provide this info.
  • Click Save