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Stock Item

Stock Items (sometimes called Inventoried Items) are physical Items that you buy/sell and is stored in a warehouse or stockroom.

With Stock Items, you will keep track of current quantity, number committed to orders, number being purchased etc.

Stock Items allow you to:

  • Keep track of the amount of stock; if you buy or sell goods, the stock count is adjusted accordingly.
  • Keep track of the current value of your stock. It does this by using Average Costing of the purchasing costs.
  • Specify different units of measure for purchasing, stocking and selling, such as purchasing wine in barrels, stock it in bottles and sell in crates of 12 bottles.
  • Keep track of how much stock is allocated on Sales Orders and Purchase Orders, and how much is still available for sale.
  • Adjust the stock levels at any time by using a Stock Adjustment.
  • Set a re-order level to indicate when stock needs re-ordering.

How to create a new Stock Item

  1. From the Explorer click Products/ServicesItems.
  2. Click ‘Create New‘ plus from the Action Bar or the Green  in the Explorer.
  3. Click ‘Stock‘.
  4. A new Stock Item Document will be created.


  1. From the Explorer click Products/ServicesStock.
  2. Click ‘Create Newplus from the Action Bar or the Green  in the Explorer.
  3. A new Stock Item Document will be created.

Stock Item Key Facts

  • The Item Code (sometimes called the Product Code) is a mandatory field; a Description can be added to further identify the Item if desired. These will appear on the Transactional Document (e.g. a Sales Invoice) when the associated Line Item is selected.
  • The Item Code has to be unique. You will get an error on saving the Item if it is not.
  • Enter the default sale price on the Sales/Prices tab. Enter the default purchase cost on the Purchasing/Costs tab. These prices/cost will automatically appear on Sales/Purchase documents respectively when the associated Line Item is added.
  • You can specify cross/up-sell information in the ‘Cross/Up-sell Information‘ area. If you enter information here corresponding Line Items will display a info icon indicating that there is information associated with the Line Item. Clicking on the icon will popup the Item information.
  • On the Purchasing/Costs tab under the Ordering section you can specify the reorder level. This allows you to run a report on which stock you need to re-order (either from the ReportsProducts/Services on the Explorer or from the Stock List).


  • You can enter the initial number of Items in stock, and their corresponding value on the Stock tab in section ‘Current Status and availability‘.
  • If you buy, stock and sell the Item in different units of measure you can specify the relationships between the units in the ‘Units of measure relationships‘ sections. By default it is assumed you buy, stock and sell in the same units.
  • Use the Classification tab to specify the Item’s associated Categories and Attributes, if any.
  • You can use the Images tab to upload images of the Product.
  • The Accounting tab defines how the Item is mapped to the Chart of Accounts. The default account mappings are set in the Accounts configuration page.

Also Read About

Working with Items
Working with Transactional Documents
Entering Line Items
Stock Adjustments
Stock Assembly Item
Checking Stock Availability
Working with Item Categories
Working with Item Attributes
Working with Price Levels
Configuring Accounts
Working with the Chart of Accounts
Working with Classifications
Importing Data