Items

The Inventory Item screen is used to setup Inventory Items you buy and/or sell in your business. This might also be for billing time and services in a more commoditised way. The accounting method you use to track Inventory is an important decision you make with your advisor so before proceeding ensure you know and understand what method you want to use. Saasu uses the Perpetual Inventory System when you setup an item and tick Inventory.

Some examples of items:

• Charge rate of $50 per hr
• Widget that you buy, sell, and store as stock on hand
• Callout fee for plumbing services
• Delivery charge based on a per km/mile rate

Adding a new Inventory Item

There are many uses for inventory. Selling time blocks and services along with the more traditional buying and selling of stock. The help note about Inventory Methods goes into a variety of ways you can use the inventory system in more detail. The following example is just one method:

1. Enter a Code and Description for the Item
2. Check the appropriate box(s) for the item to tell Saasu whether you treat the Item as Inventory Item, Buy Item and/or Sell Item.
3. Choose the appropriate Tax Codes and Accounts for each of these sections.
4. Click Save and Close to finish or Save and Add Another to save this entry and start adding a new Inventory Item.

Items List

The Items List is used to search and edit Inventory Items you have already added to Saasu

1. The first drop down lets you filter by Active or Inactive or – All – items. Inactive items are those that are no-longer available for sale, produced or stocked in your business. Saasu still keeps accounting records for Inactive Items.
2. Use the next drop down to determine how you want to search. You can search by Code or by Description. Enter the start or part of the Code or Description in the field provided.
3. Click the Show button to generate the list.
4. You can click on the Code or the Description column headings to resort the list as required

Item Options
Visible – You can set an Item to visible so that in your database the Item is flagged to be displayed in your eCommerce product listings, in web pages and other related uses.
Inactive – This is a list of Items that you have previously used when entering transactions, but you no longer need to add entries. For example the Item is no longer going to be carried or purchased into stock or the Item is a service you no-longer provide. By placing an Item in the Inactive Items list, they do not appear in the drop down lists for transaction editing and report settings. You can later re-activate the Item by clicking the Edit icon next to the Item and checking the Re-activate this Item check box and saving the Item.