Add a New Item While Creating a Document

List Items on Documents | Add a New Style

Need to order, receive, or sell an item not yet added to inventory?

Point of Sale allows you to add an inventory item while you are creating a document and then immediately list it on your current document.

What are you trying to do?

Add an item while receiving or selling - Voucher or Receipt

This procedure adds the item to inventory and adds it to your receipt or voucher.

1. From the I Want To menu, select Add New Inventory Item.

The Add Inventory Item dialog is displayed.

2. Enter information to define the new item, following the same procedures you would use to add an item in inventory.

3. Click Save.

You are returned to your document, with the new item added to the document item list.

4. Edit the item as needed for quantity, price, cost, etc.

5. Complete the document in the normal manner.

If you prefer you can sell an item as a miscellaneous item, which is quicker but does not add the item to your inventory (you can add it later).

Add an item while ordering - Purchase Order

Add an item while making another document - Customer Order, Adjustment Memo, or Transfer Slip

You have two options:

- Full Add Item Screen This option takes you to the regular inventory Add Item screen, with all information fields available. This is the recommended procedure in most cases and is described below.

- Quick Add Provides a method to quickly add and process a new item from a document, entering only basic information. This option is ideal when time is of the essence or a customer is waiting and the item is not yet entered in inventory. Later you can return to inventory to add more information as needed for the item. Learn more.

To add a new item using the full Add Item screen:

1. Choose Add New from the drop-down list in the Enter Items field on the document.

A blank new item record is opened.

2. Follow normal procedures to define the new item.

- If this is an existing item you are defining as part of program startup, enter the current on-hand quantity, cost, and price(s).

- If this is a new item that you will record on a receiving voucher, do not enter a quantity. The receiving voucher will add the received quantity to inventory. You can list the item on a document, which may temporarily cause its on-hand quantity to go negative, but the receiving voucher will correct that when it is made. You may enter the item cost and price(s) so that they are reflected on the document you are creating.

3. When done, choose Save and Select. You are returned to your document with the new item listed.

4. If you need to immediately edit the item's quantity, price, cost, etc. for the current document, select Edit Item (<F5>) and make changes in the Item Information window. When done select OK (<F5>) to close the window.

QuickBooks financial software Note: Adding an item and immediately selling it

Related Topics

Handle special orders