To create a part or a service, simply click on "Inventory" (1) then "Parts & Services" (2)
You then need to enter the following fields (mandatory fields in red):
1 - Category: Let you choose from the list or you create a new category
2 - The name of the part / service
3 - The reference number
4 - The price
5 - The tax: if no tax is present, you must create one via the "Settings" menu -> "More" -> "Taxes"
6 - Tracked: you have three choices for this field.
- No: Inventory for the part is not tracked
- Yes: Inventory for the part will be tracked
- Yes, Serializable: Inventory for the part will be tracked, and each part has a unique serial number
- If you choose "Yes" or "Yes, Serializable," a new mandatory field named "Minimum Quantity" needs to specified. It is used to warn you when inventory for the part is getting low.
It'll just click on "Add" button to create your part/service.
Bulk parts/services import is also available. See the article "Import/Export Data"
