Items, services, variants and cost
A stock item tracks quantities; a service is not physical inventory. A variant distinguishes an item version such as color or size, and cost differs from sale price.
Last reviewed
Before you start
Select the correct company and verify permissions. Learn in a test workspace; posting or restoring can change actual data.
Workflow
- Create an item, choose type, unit and category, and enter a searchable name and code.
- Add needed variants and link color and size to defined references.
- Review cost, sale price, price list and the unit used on documents.
- Save and select the item in an invoice and inventory to check the correct variant.
Watch this distinction
Do not use sale price as opening cost. Review prior movements before changing item unit or type.
Verify the result
Reopen the record and check saved values and state. For financial operations, compare the document with the relevant movement and report before continuing.