View, edit or remove an item
Read an item's details, stock and price history, then change or remove it.
Open an item
In the item list, click the item's name. The page shows the item's name, whether it is a Product or Service, and whether it is Active or Inactive, with an Edit button on the right.
The tabs are:
- Overview - the details (type, category, SKU, barcode, unit, secondary unit, HSN/SAC code, description), the pricing and tax settings, and for tracked products the Current Stock and Reorder Level. Any notes are shown below.
- Stock - only for products that track inventory. See Adjust stock and transfer between warehouses.
- Price History - a dated list of changes to the sales or purchase price, with the old and new price. If nothing has changed yet it says "No price changes recorded yet."
Edit an item
- Click Edit on the item page, or the pencil icon in the list.
- Change what you need. The form is the same as when adding an item.
- Click Update Item.
Things you cannot change when editing:
- Type - it is greyed out.
- Opening Stock - greyed out once it has been recorded. Use a stock adjustment instead.
Changing the sales price (or the purchase price of an item that already had one) adds a line to the Price History tab, so you can see when a price moved and what it was before.
Remove an item
In the item list, click the bin icon and confirm "Move this item to the recycle bin?". The item disappears from your lists.
Good to know
- If you do not see the Stock tab, the item is a service or its Track inventory box is off.
- The item list can be filtered by Active and Inactive status.
- You need the matching permission (view, edit or delete for Inventory) for each action.