• "I am trying to create a new inventory item, how do I do this?"
  • "Where can I go to create a new inventory item?"
  • "Why are there two options to add inventory items?"

Resolution Steps

 

  1. On the left menu, click Inventory.

  2. Click New Item.



  3. In the Create New Item window, there are two options:

    1. Create a New Blank Item (common) - click on the link to start a blank Inventory Item form. Populate the following information:

      1. Item Code: Unique identifier for the item; not visible to customers.

      2. Item Name: Primary text shown to customers on invoices, estimates, and work orders. Should be clear and easy to understand for customer convenience.

      3. Description: Internal-use field not visible to customers. Useful for adding alternate part numbers or spellings to improve searchability.

      4. Category: Required field that helps group items for reporting. To request additional categories, contact Support via the Need Help? button.

      5. Purchase Price: Required only for items purchased from vendors.

      6. Sales Price: Price used when invoicing customers. Supports three decimal places for fuel items.

      7. Inventory Tracked: Enables inventory tracking and audit trail for purchases and sales. Prevents item use if it would reduce quantity on hand below zero.

      8. Taxable: When enabled, item is taxed at the default rate.

      9. Override Tax Rate: Input a custom tax percentage for items that require a rate different from the default.

      10. Item Charge Method: Determines how the item is billed.

        • Flat Fee: Default and most common option.

        • Per Foot / Per Meter: Used for charges based on boat length (e.g., detailing, painting, hauling).

        • Per Hour: For labor or services charged hourly. Required when billing labor via Work Orders with tracked hours.

        • Percent: Used for percentage-based charges (e.g., recycling or environmental fees).

      11. Quantity Can Be Decimal: Allows decimals in quantity for work orders and invoices.

      12. Available as Add-On: Enables the item to be used as an add-on in reservations.

      13. Sublet Item: Allows the item to be added to Work Orders as a sublet, used when subcontractors perform work billed to the customer.

      14. Allow Total Price Entry: Enables entry of the total price to calculate the quantity sold.

    2. Use an Item Template - complete the form then select a template to apply.



  4. Click Create Item.

Verification: When the item is successfully created, a confirmation pop-up will appear on the right side of the screen.