Create a new item from document

In this article, we will explain you more about how you can Create / Add a New Item from an Invoice.

Information

The steps mentioned below for Creating a New item are similar to Estimate, Purchase Order and Credit Note.

iOS

Tap on to open the side menu.
Tap on Invoice from side menu bar.
To Edit tap on the Invoice that you want to Edit/Open.
For creating a new product tap Select a Product to Add as Item.
Tap on next to search bar.
Enter the details of the product.
Tap on Save. A new product will be saved.
Now you can see that product in the list of saved products so as to add it to invoice as an item.

Tap on to open the side menu.
Tap on Invoice from side menu bar.
Tap on the Invoice that you want to Edit/Open. Tap on Edit.
For creating a new item tap on Select to add Items.
A popup containing a list of saved items will open.
Tap on to search.
In search bar enter the name of new item that you want to create/add.
Tap on Add Item.
Enter the details of item.
If you are not able to view Product/Item code(like HSN, SAC code ) field then you need to enable it from Settings -> Customization -> Preferences. Tap on Item code. Tap on yes. Tap on Save.
Tap on Save. New item will be saved.
Now you can see that item in the list of saved items so that you can add it to invoice.

There are two ways to create a new item from a document

1. Search to create a new item

2. Using + button

Open a document
To create a new item click on Search to Add Items.
A dropdown containing the list of saved items will open.
Enter new item name in search bar that you want to create.
Add New Item button will appear in dropdown.
Click on Add New Item
Enter the details of the item.
Click on Save. New item will be created.
Another popup will open, so that you can add this newly created item to the document.
If you don’t want to add it to the document then click on Cancel.
If you want to add newly created item to the document then enter all the details (Quantity, Discount, Tax, etc).
Click on Save.
Item will get added to the document.

Open a document
Click on blue colored button.
Enter the details of the item (Title, Price, Suffix /, Description, Code No.)
Click on Save.
New item will be created.
Another popup will open, so that you can add this newly created item to the document.
If you don’t want to add it to the document then click on Cancel.
If you want to add newly created item to the document then enter all the details (Quantity, Discount, Tax, etc).
Click on Save.
Item will get added to the document.

Updated on March 26, 2020