Create inventory items and units
An inventory item describes a stocked ingredient or produced item. Its unit conversion connects purchasing quantities to recipe consumption, so set this correctly before posting movements.
An inventory item describes a stocked ingredient or produced item. Its unit conversion connects purchasing quantities to recipe consumption, so set this correctly before posting movements.
Create the item
- Open Inventory › Items and create an item.
- Enter its name, SKU and category.
- Set Storage Unit, such as kilogram or carton.
- Set Ingredient Unit, such as gram or bottle.
- Enter Storage To Ingredient: how many ingredient units make one storage unit.
- Choose From Transactions or Manual Cost, and enter the relevant cost.
- Save, then link suppliers and branch levels on the detail page.
Example conversion
For one carton containing 20 bottles, use carton as storage unit, bottle as ingredient unit and 20 as the factor. A recipe using one bottle then consumes one twentieth of a carton.
A unit name alone does not perform conversion. Check the factor and the unit used on every recipe and purchasing line.
Transaction costing uses posted movements and location valuation. Manual costing keeps the configured manual cost. Review both quantity and cost when investigating item value.
See supplier links, recipes and stock levels.
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