Create Item

Zoho ERP allows you to create items to manage goods and services efficiently. To create a new item,

• Navigate to Items under Items in the left sidebar.

• Click +New in the top right corner.

• You can also create an item from a transaction on the fly. Here’s how,

  • Open a new Sales or Purchases transaction in the left sidebar.
  • Click inside Item Details section in Item Tables.
  • Click the +Add New Item in the dropdown.

• In the Item Creation page, add the below details.

• Enter the Name of the item.

• Select the Type of the Item,

  • Goods – Physical items that can be stored, picked, packed, and shipped.
  • Service – Non-physical offerings such as services or subscriptions that don’t require inventory handling.
    Pro Tip: Service items can be used for adding packing costs, labour costs, and other services. These items will not be displayed while creating packages and shipments. You cannot track inventory for these items.

• Select an existing or create a new brand for the item, if required.

• Choose an existing or add a new manufacturer, if needed.

• Enter the HSN or SAC Code for your item. If you don’t know the HSN or SAC code for your item, click the Search icon next to the field to find the appropriate code.

• Select your Tax Preference for the item.

  • Taxable – GST applies to this item.
  • Non-Taxable – GST does not apply to this item.
  • Out of Scope – The item does not fall under GST.
  • Non-GST Supply – Items that are not taxable under GST and are not governed by GST regulations.

• Upload Front, Rear and Other images. You can add up-to 15 images for each not exceeding 5MB.

• Select your Item Type

  • Single Item – A standalone item with no variations(color, size)
  • Contains Variants – An item that comes in multiple variations (for example, size, colour, or style), all managed under a single item.

• Choose the appropriate Unit for the item. To create a new unit, click Configure Unit.

• Click +Add Identifier to add additional product codes for the item, such as UPC, EAN, MPN, and ISBN.

  Insight: The UPC and EAN fields are numeric fields. The MPN and ISBN are alphanumeric fields that support alphabets, numbers, spaces and even hyphens.

• If the item is available for sale, enable the Sales Information section and enter the details below,

• Enter the Selling Price for the item.

• Select the Account to track the sales performance of the item.

• Enter the Default Unit. This should be applied for the item in the further sales transactions.

• Add Description, if required.

• If the item can be purchased, enable the Purchase Information section and enter the details below,

• Enter the Purchase Price for the item.

• Select the Account to track the purchase expenses for the item.

• Enter the Default Unit. This will be applied for the item in all your future purchase transactions.

• Add Description, if required.

• Choose the Preferred Vendor for the item. This vendor will be suggested by default when you create a purchase order.

• To add the default tax rates click the Pencil icon near Default Tax Rates and select the Intra-State and Inter-State transactions by selecting the dropdown.

• By enabling Track Inventory for this item, you can manage the stock of the item in your Zoho ERP organization. Once enabled you can track additional options below,

  • Bin Location Tracking - If you wish to track bin details for the item, select Yes. If not, choose No.

  • If you have enabled Advanced Inventory Tracking, choose whether you want to track your items by Serial numbers or by Batch. If you want neither, choose None and proceed.

  • Select the Inventory Account to track the inventory for your items.

  • Select an Inventory Valuation Method:

    • FIFO (First In, First Out): In this method, the inventory gets tracked based on the First In, First Out system, which lets you assess the value of your inventory. This simply means the oldest inventory items recorded are sold first.
    • WAC (Weighted Average Costing): In this method, the average cost of all the inventory items will be calculated. The average cost is then used to determine the Cost of Goods Sold (COGS) and the value of your remaining inventory.

  • Enter the Reorder Point. You will receive an in-app notification to help you monitor stock levels and ensure your items never run out.

  • Select Yes for the Returnable Item if you accept sales returns for this item. Sales Returns can be created only for those items you qualify as returnable.

  • Enter the Dimensions and Weight for the item, if required.

  • If you have created any reporting tags or custom fields, you can enter them under Additional Information

  • Once done, click Save.

Create Brand or Manufacturer

To create a new brand or manufacturer on the item creation page,

• Click the respective Brand or Manufacturer dropdown.
• Click the Gear icon (Manage Brand or Manage Manufacturer) below the dropdown.
• Click + New Brand or + New Manufacturer.
• Enter the Name and click Save and Select.