Table of Contents
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