Create an Inventory or Service Item Record

In this window, you can create an inventory or service item:

Create an inventory item

  1. Create a new inventory item record. How?
      1. In the Home window, click Inventory & Services on the navigation pane.
      2. In the Tasks pane, right-click the Inventory & Services icon and select Add Inventory & Services from the menu.
  2. On the right side of the window, in the Type section, select Inventory.
  3. (Required) In the Item Number box, enter a reference number (up to 52 characters) for the inventory item.
  4. In the Description box, type in a brief description of the item. This description will accompany the item number in all forms and transactions.
  5. (Optional) If you have set up categories, select a category from the list. (Premium)
  6. Click each tab on the window and fill in the details:
  7. (Optional) If you no longer buy or sell this item, select the Inactive Item check box at the bottom of the window to make it inactive.
  8. On the File menu choose Save.

Note: You can also add inventory items and services "on the fly" from the following windows if the item or service record does not yet exist when you need to record a transaction:

Create a service item

  1. Create a new service item record. How?
      1. In the Home window, click Inventory & Services on the navigation pane.
      2. In the Tasks pane, right-click the Inventory & Services icon and select Add Inventory & Services from the menu.
  2. On the right side of the window, in the Type section, select Service.
  3. (Optional) Select the Activity (Time & Billing) check box if you want to include this service on time slips. (Premium)
  4. (Required) In the Item Number box, enter a reference number (up to 14 characters) for the service item.
  5. In the Description box, type in a brief description of the item. This description will accompany the item number in all forms and transactions.
  6. (Optional) If you have set up categories, select a category from the list. (Premium)
  7. Click each tab on the window and fill in the details:
  8. (Optional) If you no longer buy or sell this service, select the Inactive Item check box at the bottom of the window to make it inactive.
  9. (Optional) If this item is a service that you track internally, select the Internal Service Activity check box.
  10. On the File menu choose Save.

Note: You can also add inventory items and services "on the fly" from the following transaction windows if the item or service record does not yet exist when you need to record a transaction: