Add a product or material
Create the item everything else references. Pick whether it is a material or a product, choose the unit you stock it in, then fill in buying, costing, pricing, and traceability details.
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Pick the type, name, and stocking unit. From Inventory, choose New Material or New Product. Enter the name, optional SKU and category, and the Unit used for stock quantities and valuation.
Name*Screened CompostSKUCMP-SCRUnit*yd3 -
Set how you buy it. If you buy in a different unit than you stock, set Purchase unit and Conversion factor. The factor is stock units per purchase unit: a truckload with factor
18becomes 18 stock units.Purchase unitTruckloadConversion factor18Default purchase price$420.00 -
Set stock, cost, price, and traceability. Add safety stock, default prices, current stock unit cost, barcodes, supplier item code, lead time, and minimum order quantity as needed. Set Sellable if the item can appear on sales orders. Use Lot tracking on the item family to choose individual lots or the untracked shared bucket. Switching the mode needs inventory-admin access and is blocked while open orders, stocktakes, or blocked stock reference the item.
Current stock unit cost$23.333333Default selling price$31.00Lot trackingTracked -
For products, add manufacturing details and a recipe. Products can carry a manufacturing mode, batch yield fields, operation costs, and BOM rows. Batch mode requires an expected batch yield. A valid recipe records components, alternates, and operation costs as BOM revision history.
Component Qty Alternate Screened Compost 0.5 - Coir Pith 0.3 Peat Moss
What’s next
Section titled “What’s next”- Item fields - check the complete field reference.
- Item variants & families - model item forms as concrete variants.
- Adjust stock - correct on-hand quantity after creation.