• Post category:EMDI web

Inventory / Products / Services

This screen holds the items you sell or buy: products and services. Open it from the bottom menu with Inventory/Products/Services.

What you see

A list of items. You can search by code, description, or barcode and open a record.

Find an item

  1. Type a code, name, or barcode in the search box.
  2. Press Enter or the search button.
  3. Open the row you want.

Add a new item

  1. Click the new-record button.
  2. Enter a code and a description.
  3. Set the selling price (and purchase price if needed).
  4. Choose unit of measure and VAT when those fields appear.
  5. Save.

Basic fields

  • Code — the unique id of the item.
  • Description — the name shown on documents.
  • Price — the price used in sales (unless a price list applies).
  • Stock — if your company tracks quantities, you see how many you have.

Edit

Open the item, change the details, and save. If a field is missing, it may be hidden by settings or your package.

Extra buttons on the screen are company shortcuts.