## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/za/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Items

Items are the goods or services that you deal with in your business.

Whenever you create transactions for your customers or vendors, you can add these items and their details will be auto-populated.

## Create Items

To create an item in Zoho Books:

*   Go to _Items_ on the left sidebar and select **Items**.
*   Click **\+ New** in the top right corner.
*   In the _New Item_ page, select whether the item that you want to sell is **Goods** or **Services**.
*   Enter the **Name** and **Unit** of the item.
*   Check the option **It is a capital asset** if the item is a long term investment or a resource for your business. Learn more about [capital assets](/za/books/help/vat/other-key-concepts.html#Capital-Assets).
*   Enter the **HSN Code** for the item, if required.

**Note:** The **HSN Code** field will be displayed only for items classified as Goods. Learn more about [HSN Code](/za/books/help/vat/other-key-concepts.html#HSN-Code).

**Sales Information**

Fields

Description

**Rate**

Rate at which you sell the item to your customers. This rate will be reflected on your sales transactions like invoices, sales orders, etc.

**Account**

Account used to track sales of the item.

**Description**

Add notes related to sales of the item.

**Purchases Information**

Fields

Description

**Rate**

Rate at which you buy the item from your vendors. This rate will be reflected on your purchase transactions like bills, purchase orders, etc.

**Account**

The **Cost of Goods Sold** account is used for tracking the purchase made for items in Zoho Books.

**Description**

Add notes related to purchases of the item.

**Associate Tags**  
You can also associate [reporting tags](/za/books/help/settings/reporting-tags.html) to items in Zoho Books.

*   Check the option **Track inventory for this item** to keep track of your stock, and enter the required details:

Fields

Description

**Inventory Account**

Select the account you want to track the inventory details of the item. By default, it is **Inventory Asset**.

**Opening Stock**

Enter the quantity of the item you have in hand on the opening balance date.

**Opening Stock Rate Per Unit**

Enter the cost at which you purchased the item for the opening stock.

**Reorder Point**

Enter the quantity at which you want to reorder the item in stock. When the quantity reaches this level, you’ll receive a notification.

*   Click **Save**.

The item will be created

* * *

## Import Items

If you already have a list of items, you can import them into Zoho Books in the **CSV**, **TSV**, or **XLS** formats. To do this:

*   Go to _Items_ on the left sidebar and select **Items**.
*   Click the _More_ icon in the top right corner and select **Import Items** from the dropdown.
*   Click **Choose File** to upload the import file. You can also download a **sample file** for your reference.
*   Click **Next**.
*   In the _Map Fields_ page, ensure that the the fields are correctly mapped with the headers of the import file.
*   Click **Next**.
*   In the _Preview_ page, click **Import**.

The items will be imported.