The Items section allows you to manage all products in your inventory. From here, new items can be added and existing items updated.
Accessing Items
- Open your Dashboard
- Go to Inventory > Items
Add New Items
To add new items, click on the '+' button
The following fields are required to create an item
General
| Field | Required | Usage |
| Name | Yes | The name of the item |
| Short Name | Optional | A short name to easily identify the item |
| Model | Yes | The model number to identify the item in inventory |
| Description | Optional | The description for the item |
| Plain Text Description | Optional | Text-only description of the item |
| SKU | Yes | The unique SKU to identify the item |
| GTIN | Optional | Global Trade Item Number |
| Barcode | Optional | The barcode to identify the item |
| Weight | Yes | The weight of the item |
| Length | Yes | The length of the item |
| Width | Yes | The width of the item |
| Height | Yes | The height of the item |
Relations
| Field | Required | Usage |
| Parent | Optional | The parent item for this item |
| Channel Group | Optional | Restrict the item to the selected channel |
| Bundle | Optional | Determine if the item is a bundle |
| Options | Optional | Item options |
| Brand | Optional | The brand for this item |
| Category | Optional | Categories for this item |
Image
| Field | Required | Usage |
| Main Image | Optional | The main image for this item |
| Additional Images | Optional | Additional images for this item |
Quantity
| Field | Required | Usage |
| Quantity | Optional |
Current quantity available at the location.
Recommended to enable Inventory Integrity under
Settings > Company Settings > Inventory to prevent unwanted updates. |
| Location Bin | Optional | Internal identifier for the storage location within the warehouse |
| Stock Warning Level | Optional | Quantity highlighted yellow if it falls below this level |
| Stock Danger Level | Optional | Quantity highlighted red if it falls below this level |
Price
| Field | Required | Usage |
| Price | Optional | Selling price |
| Cost | Optional | Cost price |
| Locations | Optional | Selling price based on location (POS only) |
| Customer Groups | Optional | Selling price based on customer groups (POS only) |
Statistics
| Field | Required | Usage |
| Total Added Quantity | Optional | Total quantity added via stock additions |
| Total Deducted Quantity | Optional | Total quantity deducted via stock deductions |
| Pool Cost | Optional | Pool cost based on stock addition and deduction |
| Average Cost | Optional | Average cost based on stock addition and deduction |
Note:
Statistics are used exclusively for internal tracking.
Delete Items
To remove item(s) from inventory:
- Select the item(s) to delete
- Click on More Actions
- Select Delete Selected
Note:
Once deleted, items are permanently removed from the system
In the example above, the item iPhone 17 Pro Max and its child items will be removed.
Export Items
To export items to an Excel file:
- Click on More Actions
- Select Export Data
An Excel file containing all item data will be generated.
Export criteria can be specified as needed.
Import Items
The Import feature allows adding or updating multiple items at once:
- Prepare an Excel file containing item data
- Click on More Actions
- Select Import Data
- Upload your Excel file
The system will create new items or update existing ones based on the provided data.
Notes:
- Leave the
item_idfield blank to create a new item.- Providing an
item_idwill update the corresponding existing item.- Always review and verify the Excel file before importing to ensure all data are accurate, complete, and correctly formatted to prevent errors during import.
Parent-Child Item
Items can be organized as parent and child to represent variations (e.g. Color size, style) without creating separate listing:
- Create one parent item
- Add child items for each variations
This keeps your inventory cleaner and easier to manage, while presenting a single, unified product listing.
Add a Child Item
- Find the parent item
- Click the dropdown arrow next to the item
- Select Add Child Item
- Edit the copy of the parent item to create the child item (e.g. color, size, or other variations)
- Click Save to finalize the child item.
After clicking Add Child Item, a copy of the parent item will be displayed. You can then edit this copy and update any details needed to create the child item (such as colour, size, or other variations).
Tip:
Ensure child item is distinct (e.g. iPhone 17 Pro Max - Orange) for easy identification.
View Stock Flow
The Stock Flow feature tracks inventory movement over time:
- Items added (purchases/restocks)
- Items removed (sales, returns, adjustments)
Benefits:
- Identify high-demand items that may need to be restocked more frequently
- Spot slow-moving items that may need discounts or removal
- Gain insights into overall inventory trends and business performance
Note:
Monitoring stock flow helps make informed decisions about restocking, promotions, and inventory management.
Upon clicking, the breakdown of the item's stock flow will be presented.
View Channel Listing
The Channel Listing feature displays all sales channels where items are listed
- Locate the item to view listed channels
- Click the dropdown arrow next to the item
- Select View Channel Listings
After clicking View Channel Listing, a list of your available sales channels will be displayed. For each channel, you can see the status of the item, indicating whether it has been listed or not.
By clicking on an item link, you can view the details for that specific item. From this view, you can edit the item's information as needed.
- Once you save your changes, they will be applied to the item on the corresponding sales channel
Reference:
See the Item Links guide for instructions on publishing items to sales channels.
Comments
0 comments
Article is closed for comments.