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Inventory

To add a new item -- all types

The Items List window should be displayed.

1. You can create many types of item records. (Creating items)
   Identify the type of record you need and follow the corresponding procedure:

• To create a record for an item you buy, sell and inventory

• To create a record for an item you buy and sell, but don't inventory

• To create a record for an item bought for office use only

• To create a record for an item built from components (Auto-Build)

• To create a record for an item used as a component (Auto-Build)

• To create a record for a "service item"

• To create an item record using information from another item record

2. Inventoried items only: If the item you're adding has a quantity or value before you start to enter purchases of the item using AccountEdge, continue with this step. Otherwise, skip to step 3.

• If you don't already know the item's opening quantity, take a count in preparation for the next step. (To count your item's opening quantity)

• Enter the item's opening quantity and value. (To enter the item's opening quantity and value)

3. Enter historical information about the item -- optional. (To enter historical information about an item)



4. Enter a description of the item -- optional. (To enter a description of an item)



5. Display a picture of the item -- optional. [To display a picture (or change the picture displayed)]



6. Enter pricing level information for the item -- optional. (To enter pricing level information for an item)



7. Move items to multiple locations -- optional for inventoried items. (To move inventoried items)

Related topics

• Creating items