Introduction
As a business user, your products and services are integral to your operations. Whether you’re dealing with physical goods or providing services, Empress can help you manage these efficiently. This guide will guide you on how to create and manage Items in Empress, helping you streamline your business processes.
What is an Item in Empress?
In Empress, an Item refers to any product or service that your business offers. This could range from raw materials and components, finished goods, or even different variants of a specific item. If your business provides services, each individual service can also be considered an item.
This feature is crucial for effective sales and purchase management across your business. By having a well-organized Item Master, you can ensure smoother operations and easier tracking of your products and services.
How to Access the Item List
To start managing your items, you will first need to access the Item list. Here’s how to do it:
- Go to Home on your Empress dashboard.
- Navigate to Stock.
- Click on Items and Pricing.
- Finally, select Item.
Preparing to Create an Item
Before you can create an item, it’s a good idea to have the following set up:
- Item Group to categorize your items.
- Warehouse where your items will be stored.
- Unit of Measure that you’ll use for your items, if necessary.
How to Create an Item
Here are the steps to create a new item:
- From the Item list, click on New.
- Enter an Item Code. The Item Name will automatically be filled in based on this code.
- Select an Item Group for the new item.
- Enter the Opening Stock Units and Standard Selling Rate.
- Click Save.
Understanding Key Item Properties
- Item Name refers to the actual name of your product or service.
- Item Code is a shortened form to denote your item, making it easier to identify and update in all transactions.
- Item Group helps categorize your item under various criteria like products, raw materials, services, etc.
- Default Unit of Measure is the unit you’ll use to measure your product, such as Nos, Kgs, Meters, and so on.
Essential Options when Creating an Item
Empress offers various options for customization when creating an item. Here are some key ones to note:
- Disabled - If you disable an item, it won’t be selectable in any transaction.
- Maintain Stock - Select this if you’re keeping track of this item in your inventory.
- Standard Selling Rate - Provides an automatic price for the item.
- Is Fixed Asset - Check this if the item is a company asset.
- Uploading an Image - You can upload an image for your item to appear in all transactions.
Key Features for Managing Items
Empress provides numerous features to effectively manage your items, including Brand and Description, Barcodes, Automatic Reordering, Multiple Units of Measure, Serial Numbers, Batches, Variants, and many more. These features allow you to tailor your item management to suit your business needs perfectly.
In conclusion, the Item feature in Empress provides an efficient way to manage your products and services. It allows you to track, organize, and maintain your inventory effectively, enhancing your business processes. For further assistance, feel free to reach out to our support team or explore our additional resources.