How To: Configure Inventory Items (Inventory Step 3)

Modified on Tue, 18 Aug at 4:33 PM

Overview

SimplySwim's Inventory and Stock Management system manages saleable and non-saleable items for inventory control, stock on-hand calculations, stock movement and cost pricing.

This article details Step 3 in the process - configuring Inventory Items.

Inventory Items are the saleable items in your system, with stock counts and pricing management.

Non-Inventory Items are also able to be recorded for any items not for sale but that you might want to keep track of (e.g. toilet paper). Refer to: How To: Configure Non-Inventory Items

How-To Video

Setup Guide

TABLE OF CONTENTS

Overview
How-To Video
Setup Guide

Before You Start

This article assumes Suppliers and Stock Categories have been created.

Refer to these articles for these prerequisite steps:
Overview: Inventory and Stock Management
How To: Configure or Edit Suppliers (Inventory Step 1)
How To: Configure or Edit Stock Categories (Inventory Step 2).

How to Configure an Inventory Item

1. Go to Configuration → Inventory Items and click "Add Inventory Item".

2. Complete the fields and click "Save".

If this is your initial setup, you need to process a Supplier Invoice to load your stock on hand count and costings. Refer to: How To: Process a Supplier Invoice (Inventory Step 6)

How to Edit an Inventory Item

1. Go to Configuration → Inventory Items and click on the name of the Inventory Item.

2. Click "Edit Item", make changes and click "Save Item".

How to Delete an Inventory Item

Inventory Items cannot be deleted, they can only be made inactive.

1. Go to Configuration → Inventory Items and click on the name of the Inventory Item.

2. Click "Edit Item", untick the "Active" box and click "Save Item".

How to Post a Stock Adjustment on an Inventory Item

1. Go to Configuration → Inventory Items and click on the name of the Inventory Item.

2. Click "Post Stock Adjustment", make changes and click "Save Item".

Note: Each time stock is purchased, the best practice way to update stock levels is to Process a Supplier Invoice. This will update totals and costings.

Next steps article links

The next step in the process is to create POS Items for each Inventory Item. Refer to:

How To: Add POS Items for Inventory (Inventory Step 4)

If POS Items have already been created, skip ahead to Step 5, linking POS and Inventory Items:

How To: Link POS & Inventory Items (Inventory Step 5)

Last updated 18 August 2026