Help Daily Closing
All help

Items & stock

See your items

  1. 1Tap ☰, then Items
  2. 2Tap Items
  3. 3Each item shows the stock left and the price. Tap an item to change it

Add an item

  1. 1In Items, tap + New
  2. 2Type the name, the selling price and what it costs you
  3. 3Tap Category and Sold by to pick them
  4. 4Tap a category, or + New category
  5. 5Pick how you sell it: kg, litre, piece, packet…
  6. 6Not in the list? Type it in Other unit and tap Save
  7. 7Switch on Counts stock, type the stock you have now and when to warn you. Tap Save
  8. 8The item is ready to sell

Only the name is needed. The rest can be filled in later. You can also tap + New item at the end of the Sales tab.

Sell a service, with no stock

  1. 1In Sold by, pick one under Service · no stock, like service or visit

A service is sold like any item, but no stock is counted.

Change a price

  1. 1In Items, tap the item
  2. 2Type the new price and tap Save

Old bills keep the price they were sold at.

Add stock that came in

  1. 1Open the item and tap On hand
  2. 2Stock in is picked. Type how many came in
  3. 3Check the cost of each one and tap Save
  4. 4On hand goes up

A new cost becomes the item's cost price. A purchase from a supplier adds stock by itself.

Take out spoiled or missing stock

  1. 1Open the item and tap On hand
  2. 2Tap Stock out and type how many
  3. 3Pick a reason if one fits, then tap Save

Sales take stock out by themselves. Use this only for stock that went another way.

Get warned when stock is low

  1. 1Open the item, type a number in Alert below, and tap Save
  2. 2When stock falls under it, the item shows Low in orange

See what is low or finished

  1. 1In Items, tap the filter, then Low stock or Out of stock
  2. 2Only those items show. Tap the filter and All items to see all again

Find an item

  1. 1Type part of the name in Search items. Tap ✕ to see all again

See one category

  1. 1Tap All items at the top, then a category
  2. 2Only its items show. Tap the title again for all items

Change how an item is sold

  1. 1Open the item and tap Sold by
  2. 2Tap the new unit
  3. 3Count what you have in the new unit and tap Done
  4. 4Check the price is right for the new unit, then tap Save

Old bills keep the old unit.

Give an item a colour

  1. 1Open the item, tap Colour and pick one. The tile shows how it looks. Tap Done
  2. 2Tap Save

Add a photo of the item

  1. 1Open the item, tap Photo, then Take a photo or Choose from gallery
  2. 2The background is taken off for you. Want the photo as it was? Tap Keep the photo. Then tap Save
  3. 3The photo shows on the Sales tab

Save an item's barcode

  1. 1Open the item. Tap the barcode mark and point the camera at the barcode, or type the number. Tap Save

Now scanning it on the Sales tab puts it on the bill.

Bought in boxes, sold one by one

  1. 1Open the item. Type box in Bought in, and how many one box holds. Tap Save

Buying one box then adds that many to stock.

Delete an item

  1. 1Open the item and tap Delete item at the bottom
  2. 2Tap Delete

Old bills and stock history stay.

Make a category

  1. 1Tap ☰, Items, then Categories
  2. 2Tap + New
  3. 3Type the name and tap Save
  4. 4The category is in the list

Rename or delete a category

  1. 1In Categories, tap the category
  2. 2Change the name and tap Save
  3. 3Or tap Delete category, then Delete

Its items keep their names and prices and move to No category.

NextDues