Items in Transaction
The item table will be available in all transaction pages, allowing you to add items for sales, purchases, and other operations.
To add items in a transaction,
Go to the Sales or Purchase module in the left sidebar.
Navigate to the respective module in the top Module bar.
Click + New in the top right corner.
Fill in the required details and scroll down to the Item Table.
- Warehouse Location: It is auto-populated based on the Delivery Address field above.
- Item Tax Preference: You can determine the item’s amount to be Tax Exclusive or Tax Inclusive by choosing from the dropdown.
- Discount Type: You can choose the discount to be deducted At Transaction Level or At Line Item Level.
- Select Price List: Select the required price list from the dropdown. You can also configure settings to apply the price list at the line item level.
In Item Details, you can either enter or select the item for your transaction from the dropdown. It includes the list of items that you have added in the Items module. You can also add a new item by clicking + Add New Item.
Quantity - You can enter the quantity of items required. Below quantity, click the Warehouse Location to get a clear view of the item’s stock details.
Rate - Shows the value of an individual item. It gets auto-populated with the item’s default cost price. To add a new cost price, you can overwrite the existing cost price. Click Recent Transactions to cross-check the item’s past purchase transactions.
Tax - It will be auto-filled based on the item or vendor’s tax status. You can also select from the dropdown or add a new tax by clicking + New Tax.
Amount - Show the consolidated cost of the selected item.
To add a new row, click Add New Row. Click the dropdown near Add New Row to add a new header in the items table.
Click + Add Items in Bulk to add multiple items and update their quantities at once.
Pro Tip: Instead of searching for the items from the list, you can select an item by scanning its barcode. When you scan the same barcode more than once, the quantity of the item gets incremented automatically.
If the item is serial or batch tracked, add the required serial numbers or batches. Learn more about Advanced Inventory Tracking for items.