Add an item

Goal: Create an item — a product or service you sell or buy — so you can add it to invoices, orders, and stock.

[SCREENSHOT TODO: New Item form in Paldo BOS]

Before you start

• You’ve completed your company setup.
• Decide whether this item is stocked (you track quantity on hand, e.g. goods) or not stocked (e.g. a service).

Steps

1. Open the Item list

1. In the search bar, type Item and open the Item list.
2. Select + Add Item (or New).

2. Name and group the item

1. Enter the Item Code and Item Name. The code uniquely identifies the item; the name is what people read.
2. Choose an Item Group (a category for reporting).
3. Set the Default Unit of Measure — for example Nos (each), Hour, or Kg.

3. Choose stock or service

1. Tick Maintain Stock if you want to track quantity on hand for this item. Leave it unticked for a service or non-stock item.

4. Set a price (optional)

1. Enter a Standard Selling Rate so the price fills in automatically on sales documents. You can still change it per transaction.

5. Save

1. Select Save.

You’re done when…

The item appears in your Item list and can be selected when you create an invoice, sales order, or purchase order.

Related

• Add a customer
• Create your first invoice