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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Inventory">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Add a New Item</title>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Add a New Inventory Item</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a5">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a> <font color="#C0C0C0">|</font> <a href="../qbpos_getting_started/gstarted_importitems.htm">Import Items<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP181540403" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 52.164%;">
<col style="width: 47.836%;">
<tr class="hcp3">
<td style="width:52.164%;" class="hcp4">
<p class="Help-Text" style="font-size: 9pt;"><a href="inven402.htm">Add an item</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="inven404.htm">Edit an item</a></p>
<p class="Help-Text"><a href="inven406.htm">Delete</a> or <a href="inven_mergeitems.htm">merge items</a></p>
<p class="Help-Text"><a href="inven434.htm">User reorder points</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Find an item</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">Customize item list columns</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic262.htm">Filter the item list</a></p>
<p class="Help-Text"><a href="../qbposimp/export_datawizard.htm">Export my item list</a></p>
</td>
<td style="width:47.836%;" class="hcp4">
<p class="Help-Text" style="font-size: 9pt;"><a href="inven435.htm">Use service items</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="inven_reminders.htm">View inventory reminders</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="inven_itemhistory.htm">View an item's history</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="inven410.htm">Track item price and cost</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="../qbpos_price_manager/pricemgroverview.htm">Use Price Manager</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="../qbpos_adjustments/memo1303.htm">Adjust cost or quantity</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="../qbpos_physical_inventory/pi_basicsteps.htm">Take a physical inventory</a></p>
<p class="Help-Text" style="font-size: 9pt;"><a href="../qbpos_basic_procedures/printing/basic_taginstructions.htm">Print price tags</a></p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Use this procedure to add a new item to your inventory. You can also read specific procedures for adding <a href="inven435.htm">non-inventory</a>, <span class="hcp5"><a href="inven431.htm">assembly</a>, <a href="inv_add_group.htm">group</a>,</span> <span class="hcp5"><a href="inven407.htm">style</a></span> or <a href="inven435.htm">service</a> items.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp6">Notes</span>:<br>
Your ability to perform this task may be limited by security rights.<br>
You can add a new item while making a sale or creating another document. <a href="../qbpos_basic_procedures/basic_additem_whle_making_document.htm">Learn more</a>.</p>
<p class="Help-Info-Line">To add a new inventory item:</p>
<p class="Help-Text">* Indicates a required field.</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Open your item list, and then click <span class="hcp6">Add</span> from the window toolbar.</p>
</li>
</ol>
<p class="Help-Indent">A new item form is opened. <a class="dropspot" href="javascript:TextPopup(this)" id="a7">View Sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP242444637" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><img src="../image/inven_add_item.gif" alt="Add Item" width="541" height="331" border="0" class="hcp1"></p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<ol start="2">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter the * <span class="hcp6">Item Name/Item Name</span>. This is the short item description that is printed on sales receipts. The field label can be <a href="../qbpos_fields/fields_customize_field_labels.htm">customized</a>. &#160;</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Navigate through the sections and fields of the item form, entering information as appropriate . Following are descriptions of the most commonly used fields in each section. More detailed explanation are located in the <a href="../qbpos_fields/fields05.htm">item fields</a> topic.</p>
</li>
</ol>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a6">Basic Info <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP183523261" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<ul class="hcp7">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">*Item Type</span>: Leave set to <span class="hcp6">Inventory</span>. If you wish to add a different item type, click a link for specific instructions: <a href="inven435.htm">non-inventory</a>, <span class="hcp5"><a href="inven431.htm">assembly</a>, <a href="inv_add_group.htm">group</a>,</span> <span class="hcp5"><a href="inven407.htm">style</a></span> or <a href="inven435.htm">service</a> items.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List"><span class="hcp6">*Department</span>: Select the <a href="../qbpos_departments/deptsoverview.htm">department</a> to which the item belongs from the drop-down list.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Item/Description 2</span>: Secondary, long description field used to record additional information. This field label can be <a href="../qbpos_fields/fields_customize_field_labels.htm">customized</a> to meet your needs.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Size</span>: Enter the size for the item (if applicable). If using abbreviations, try to be consistent, e.g., Sm, Md. and Lg for example. Consistent entries will make filtering and finding items in inventory and on reports easier. &#160;This field can also be used to describe a second item attribute other than size if desired. This field label can be <a href="../qbpos_fields/fields_customize_field_labels.htm">customized</a>.</p>
</li>
<li class="hcp8">
<ul class="hcp7">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">(Pro) To add a line of related items differing only by size/attribute, click the <span class="hcp6">Style</span> button to enter the size and attribute combinations. &#160;<a href="inven407.htm">Learn more</a>.</p>
</li>
</ul>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Attribute</span>: Use to describe an item characteristic, such as the color, pattern, material, or a second size. &#160;This field label can be <a href="../qbpos_fields/fields_customize_field_labels.htm">customized</a>.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Reg Price</span>: Enter your regular sale price or leave blank and let Point of Sale use a department <a href="inven_priceformula.htm">pricing formula</a> to calculate it for you.</p>
</li>
<li class="hcp8">
<ul class="hcp7">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Click the <span class="hcp6">Pricing</span> button for <a href="inven410.htm">additional price fields</a>.</p>
</li>
</ul>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Avg Unit Cost</span>: Enter a value if this is an <font class="hcp9">existing</font> item in your store on program startup or if you know the cost for a newly ordered item. If you leave this field blank, Point of Sale will auto-fill it with the cost when the item is received on a receiving voucher and maintain it by averaging the item cost over time. <a href="inven_avgunitcost.htm">Learn more</a></p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">On-Hand Qty</span>: Enter a value if this is an <font class="hcp9">existing</font> inventory item in your store on program startup. If you are defining a new item that you will be ordering, leave this field blank for now and Point of Sale will auto-fill it when you receive the item on a receiving voucher. <a href="../qbpos_getting_started/gstarted04.htm">Learn more</a></p>
</li>
<li class="hcp8">
<ul class="hcp7">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">(Pro HQ) Click the <span class="hcp6">Available</span> button to enter existing on-hand quantities at other stores.</p>
</li>
</ul>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Tax</span>: Review the tax field and select a <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_taxcode">tax code</a> if necessary. &#160;If you defined a default &#160;tax code in the associated department record it will be suggested for the item.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">UPC</span>: Scan or type the <font class="hcp10">UPC</font> code. Learn more about these <a href="../qbpos_basic_procedures/basic_item_identifiers.htm">item identifiers</a>.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Quick Pick Group</span>: If you've defined Quick Pick Groups in your inventory preferences, you can assign an item to one of those groups to use with the <a href="../qbpos_basic_procedures/basic_quickpick_Item.htm">Quick Pick Item</a> feature on sales receipts and receiving vouchers.</p>
</li>
</ul>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">More Info <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP182983570" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<ul class="hcp7">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Vendor</span>. Select the primary vendor from which you order this item. &#160;(Pro) Click the <span class="hcp6">Alt Vend</span> button to add <a href="inv_multivendor.htm">alternate vendors</a> and their order costs.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Order Cost</span>. Enter an order cost, if known, for your primary vendor. This is what you currently pay your vendor for one unit of the item. &#160;<a href="inven_ordercost.htm">Learn more</a>.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List"><font class="hcp10">Reorder Point</font>. Enter a quantity if you want Point of Sale to remind you when it is time to order more of the item.</p>
</li>
<li class="hcp8">
<ul class="hcp7">
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">(Pro HQ) Click the <span class="hcp6">View All</span> button to enter/view reorder points for each store individually.</p>
</li>
</ul>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List"><span class="hcp6">*Item Number</span>. Suggested by the system, but can be edited.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List"><span class="hcp6">Alternate Lookup</span>. Enter an alternate lookup value that can be used to quickly add the item to documents. Learn more about these <a href="../qbpos_basic_procedures/basic_item_identifiers.htm">item identifiers</a>.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List"><span class="hcp6">Base Unit</span>. When using multiple units of measure, the smallest quantity by which an item is sold or purchased. <a href="inven_uom_multiple.htm">Learn more</a>.</p>
</li>
<li class="hcp8">
<ul class="hcp7">
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">(Pro) Click the Units button to add additional <a href="inven_uom_managemultiple.htm">units of measure</a>.</p>
</li>
</ul>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List"><span class="hcp6">Manufacturer</span>. Enter the item manufacturer. This name can be used to search for an item or to filter reports.</p>
</li>
</ul>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Comments <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP243080400" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<ul class="hcp7">
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">Use this free-form text <span class="hcp6">Comments</span> field to enter any pertinent item information not covered by another item field.</p>
</li>
</ul>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">Misc and Shipping <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP243979094" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<ul class="hcp7">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><font class="hcp10">Print Tags</font> Select to include this item when printing tags. For items that you do not tag, clear the check box. This will help prevent inadvertently printing the tags when the item is included on a document or in a list for which you are printing tags.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Add to Mobile</span> Select to include this item to display on your mobile device.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><font class="hcp10">Unorderable</font> select to have the items <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_reorderpoint">reorder point</a> temporarily ignored and &#160;alerted if the item is added to a purchase order or receiving voucher. This option can be used to remove seasonal or discontinued merchandise from your reorder <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_reminders">reminders</a> and reports.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp6">Use Serial #</span> &#160;(Pro) Select to be prompted to enter serial numbers when this item is listed on a document. <a href="../qbpos_basic_procedures/basic_serial_number.htm">Learn more</a></p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp6">Earn Commission</span> &#160; &#160;(Pro) Select to include sales of this item when calculating commissions for your associates. <a href="../qbpos_secadmin/secadmin_commissions.htm">Learn more</a></p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp6">Shipping Weight, Height, Length, Width</span> &#160;(Pro) Enter shipping specifications to use when shipping the item.</p>
</li>
</ul>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">QuickBooks Desktop Options <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP180931175" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p class="Help-Text"><span class="hcp6">Define QuickBooks Item Account Information</span></p>
<p class="Help-Text">Available only if integrated with QuickBooks financial software. You can customize the way item transactions are sent to QuickBooks by specifying QuickBooks accounts here.</p>
<p class="Help-Text">By default, the item accounts are auto-filled using the default item accounts specified in company preferences, but you can change them on an item basis on this window. <a href="../qbpos_qb_data_exchange/financialexchange_itemaccounts.htm">Learn more</a>.</p>
<p class="Help-Indent">&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<ol start="5">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">To add the item to your Mobile device, click the <span class="hcp6">Sync to Mobile</span> box in the <span class="hcp6">Misc and Shipping</span> section.<br>
OR<br>
Click the <span class="hcp6">Mobile</span> box next to the Item # on the <span class="hcp6">Item List</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps"><font class="hcp10"><span style="font-weight: normal;">Click</span> Save</font>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="inven405.htm">Copy one item to add another</a></p>
<p class="Help-Main-Topic-Links"><a href="inven_itempics.htm">Add pictures to an item</a></p>
<p class="Help-Main-Topic-Links"><a href="inven_uom_managemultiple.htm">Define multiple units of measure</a></p>
<div style="width: 100%; position: relative;" id="footer">
<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." width="9" height="15" border="0" class="hcp1"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
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