Who this guide is for Inventory clerks, warehouse staff, buyers, and product administrators.
Before you start Have the approved item name, SKU or item code, category, unit of measure, tax treatment, costing method, and starting stock rules.
Steps 1. Open Inventory and choose the command to create an item. 2. Enter a clear item name, SKU, category, unit of measure, and description that staff can recognize. 3. Set the inventory, purchasing, sales, tax, valuation, and replenishment details that apply to the item. 4. Add supplier, packaging, barcode, variant, or warehouse information when it is part of the approved item setup. 5. Save the item and check that its status allows the intended purchasing, stock, or sales work.
Check your work The item can be found by its approved code and name and has the correct unit, tax, and inventory behavior.
When to stop and ask for help Stop if the SKU duplicates an existing item, the valuation setup is uncertain, or the item has not been approved for use.