Step 1: Initiating a New Item
Click on +: Click on the blue + button from the top right corner.
Select Inventory Item: Unlike the previous step, choose Inventory Item from the list. A detailed pop-up form will appear.
Step 2: Inventory Item Details
Complete the following fields to ensure accurate tracking:
Vendor: Select a vendor from the drop-down list of pre-existing vendors.
Vendor Product Category: Choose or create the relevant category for the vendor product.
Inventory Category: Select the specific WIZniche category you created in the previous article.
Name & SKU: Enter the item Name and the Stock Keeping Unit (SKU) number.
Price & Cost: Enter the selling Price and the acquisition Cost.
Unit: Define the unit of measurement (e.g., "each," "ft," "box").
Stock Levels: Set the Reorder Point (low stock alert threshold) and the current Quantity on Hand.
As of Date: Enter the date for the current inventory status.
Description: Add a description of the item.
Additional Options:
Enable Tax: Toggle if the item is taxable.
Display in Quote & Invoices: Toggle this to allow the item to appear on customer documents and have its price included in the Total.
Sale Item: Mark the item as a "Sale Item" to help filter it later.
Step 3: Save
Click Save to add the item to your active inventory.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.