Adding a New Stock Item

To create a new item click the Create New button.

This will open a form where you need to enter a code, description, unit of measure (UOM), buy price, sell price and select whether the item includes GST or not.

Once you've entered everything into the fields provided click the button and the item will be added to your My Stock list ready for you to add to a quote or invoice for one of your customers.

You can add as many items as you want; e.g. Apprentice Labour, Craftsman Labour, Transport etc.

Simply click the Create New  button and follow the same steps.

 

Editing an Existing Stock Item

From time to time you might want to edit a My Stock item e.g. you might want put the price of your long haul travel rates up to keep pace with rising petrol prices, or the GST rules may change for a particular item.

To do this simply click on the description of the item you want to edit.

This will open the form up for you again where you can overwrite the existing code, description or price with the new one.

Once you've finished simply click the  button, this will save your changes and display a message at the top of your screen explaining that your update was successful.

To return to your stock list simply click the button.

 

Deleting Stock Items

From time to time an item you might want to delete an item from your stock, for example an item might become obsolette, or perhaps you might stop offering a particular service.

To delete an item from My Stock simply click the  button next to the item you want to delete.

This will pop up a message asking you to confirm you actually want to delete that item, if you do click ok otherwise click cancel.

Once you click Ok the item will be deleted from your stock list.