Create a product item
Create a product item to use a physical product on purchase transactions, sales transactions, or inventory workflows. Open Menu > Products and services > Items.
Before you begin
You need permission to create product items.
Decide whether the product is purchasable, sellable, inventory tracked, or a combination of these configurations. Prepare the product name and a unique product ID.
If the product is purchasable, you can select an existing vendor or create one directly from the Preferred vendor field.
Create a product item
- Open Menu > Products and services > Items.
- Select Create item.
- Select Product.
- Enter the product Name and unique Product ID.
- Optionally enter a Barcode, Country of manufacture, General description, or image.
- To use the product on purchase transactions, turn on Item is purchasable and enter the purchasing details that apply. Enter Cost when applicable.
- To use the product on sales transactions, turn on Item is sellable and enter the Shipping weight (lbs) and Price that apply.
- To track inventory quantity and value, turn on Inventory tracking and select the Costing method. The default comes from item preferences, but you can change it for this product.
- For a non-inventory product, select Can be fulfilled or received when the product must be processed through item receipts and item fulfillments. This preference is not displayed when Inventory tracking is on.
- Review the enabled fields in Accounting. Use Show advanced accounts if you need to change the additional inventory variance accounts.
- Select Create.
QuickStart creates the product and opens its record. The product can be selected only in workflows allowed by its active configurations.