Manage your products and services catalogue including pricing, tax categories, and GL accounts.
Go to Items from the Administration hub or main navigation. Stat cards show Total, Goods, Services, and Active items.
| Column | Description |
|---|---|
| Code | Item code |
| Name | Item name |
| Description | Short description |
| Type | Goods or Service |
| Base Unit | Default unit of measure |
| Tax Category | Default sales tax category |
| WHT | Default withholding tax category |
| Status | Active / Inactive |
Filter by Type (All, Goods, Service) or check Show Inactive to include retired items.
| Type | Description |
|---|---|
| Goods | Physical items tracked in inventory. Stock increases on purchase receipt; decreases on delivery. |
| Service | Non-physical services. No stock movement. |
Click New Item and fill in:
| Field | Description |
|---|---|
| Code | Unique item code (required) |
| Name | Item name (required) |
| Type | Goods or Service (required) |
| Base Unit | Default unit of measure |
| Tax Category | Default sales tax |
| WHT | Default withholding tax category |
| Description | Optional description |
GL Accounts
| Field | Description |
|---|---|
| Sales Account | Revenue account for sales |
| Purchase Account | Expense or COGS account for purchases |
| Inventory Account | Balance sheet inventory account (Goods only) |
Unit Conversions (optional)
Define alternate units and their conversion factors relative to the base unit. For example, base unit = pcs, alternate = box (12 pcs).
Price Levels (optional)
Define multiple selling prices for different customer tiers or price agreements.
