Item List

Created by Level 1 Support Team, Modified on Wed, 5 Jan, 2022 at 10:59 AM by Level 1 Support Team

What is an Item List?


Item List is used for creating and managing the items with its details like category, description, item type, price, etc.


Items can fall under any one of the following types

  1. Inventory
  2. Non Inventory
  3. Asset
  4. Consumable.



How to create an item?


To create an item, Select Inventory-> Item List-> Create New



Enter the details of the item like its name, price and select the category and item type. 


While selecting the Category from the dropdown, if the required category is not found create a new category as required. 


To create a new Category refer to the following document. 


https://halerp.freshdesk.com/solution/articles/5000559464-adding-category-master-item

 

 

Select the account to which the item will be linked when accounting for this item either while recording income or expense.


Click Add button to create an item.

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