Create & Manage Items

Learn how to create, organize, and manage products in Prosessed AI.

Overview

Items represent the products you buy, sell, or store in your business.

Before creating orders or managing inventory, you must first create items.

Each item can include:

Pricing
Stock details
Tax settings
Units of measurement

Create a New Item

Go to Stock → Items
Click on Add New
Enter the following details:

Basic Information

Item Name
Item Code (unique identifier)
Item Group

Item Type

Select the type of item:

Stock Item → Physical product with inventory
Non-Stock Item → Services (e.g., Delivery Charges)

Units of Measurement (UOM)

Define how the item is sold or stored.

Examples:

pcs (pieces)
carton
kg

You can also set:

Default UOM
Conversion (e.g., 1 carton = 24 pcs)

Pricing

Set the selling price of the item:

Standard selling rate
Price list (if applicable)

This ensures correct pricing during order creation.

Inventory Details (For Stock Items)

If item is a stock item:

Set opening stock
Assign warehouse
Track quantity

Optional:

Batch tracking
Expiry date

Tax Settings

Assign tax details:

GST / VAT category
Tax template (if applicable)

This ensures accurate invoicing.

Save the Item

Once all details are added:

Click Save
Item is ready for use in orders

Manage Existing Items

To update an item:

Go to Items List
Open item
Click Edit
Update details and save

Common Updates

Price changes
UOM adjustments
Stock updates
Tax changes

Item Status

Active → Can be used in transactions
Disabled → Cannot be used

Best Practices

Use clear and consistent item names
Maintain unique item codes
Set correct UOM and conversions
Keep pricing updated
Avoid duplicate items

Common Issues

Item not showing → Check if saved and active
Wrong pricing → Verify price list
Stock mismatch → Check inventory settings
Cannot sell item → Ensure it is enabled

Example

Item Name: Cheese Makhana

Item Group: Snacks

UOM: carton (1 carton = 24 pcs)

Price: $96 per carton

What Next?

Add customers → Customer Management
Create order → Sales Order
Manage stock → Inventory

Orderit