Last updated on September 6th, 2023
Creating a new item in Gojee is easy. You can quickly create tracked or untracked inventory items, and then start using these in your business processes.
This article will show you how to create a new inventory item manually in Gojee.
Note: to import bulk inventory items refer to this article Importing and Exporting Data
To manually create a new item follows these steps:
Enter the details of the inventory item:
Note: for tracked items, the initial cost per unit can be set but once the item has been purchased this field will be locked. The system will calculate the cost per unit based off an average cost of the stock on hand. For untracked items, this field will be editable at all times. You can do stock adjustments to manually change the cost of tracked items with purchase history.
Note: This field sets only the default location. Items can be stored in more than one location, and all items are tracked against location and moved from one location to another as required. Refer to this link for more information View and edit inventory items
Note: Gojee will post cost transactions for tracked items through to Xero when an item is consumed onto a job. Refer to this link for more information Recording Consumables. The transaction will expense the value of the inventory item consumed from the asset account, and this will happen at the time the item is consumed.
Note: Gojee will post sales transactions for tracked items through to Xero when an item is invoiced from Gojee. Refer to this link for more information Invoicing.
Note: You cannot select a locked inventory account in Xero for this field as Xero will not allow Gojee to post transactions to a locked account (see image below for an example of a locked account in Xero). It is recommended that you create a new general ledger account of type CURRENT ASSET in Xero first, and select this account in this field. For information on creating a new account in Xero follow this link (Xero Central) and once your done, navigate to My Account in Gojee to Sync the newly created account into Gojee.
Note: For each quote you can change what level of detail is showed for each item, this setting will provide a default starting point for each quote. Refer to Quotes & Estimates section for more information.
Once your done, hit the Create button and your item will be created. You will be able to view the item in the inventory list page (Dashboard > Inventory & Assets > View/Edit Inventory Items)
Refer to this link for more information View and edit inventory items