Inventory items are useful for tracking items used within your business and prefilling invoice line items.
Inventory can be managed by going to Products & Services via the navigation menu.
Then click the green "Create" button.
In some spots on the system, you may be prompted with a dialog asking "Select Inventory Prefills" or "Create from scratch".
To learn about selecting inventory prefills, read this article.
For this example, we'll select "Create from scratch".
Item Overview
The main item details include information like:
Type: Whether this item is a product or service supplied
Category: A lower-level category for the item. Over time, the category items will grow as new functionality is added to the system.
Name
Code: A unique item code
Unit Price: The price that this item would be sold for (used for prefilling on invoices)
Markup Percentage: The percentage this item will be marked up by when used on documents
GST: Used for accounting purposes on invoices. Will set the tax status for selling details. Options are: Tax Inclusive, Tax Exclusive and No Tax
Description: Descriptive text about this inventory item. The description can be filled into new line items for quotations and invoices.
Document Prefill: By default, Mira will fill the item's name onto new invoice/quotation line items. This can be changed so that you can use the item's description field on line items instead.
Additional Item Details
You may add additional pieces of metadata which you can use for labeling other specific details about this item.
For example, if you are creating an insecticide item, you may add additional details about the product's concentration and active ingredients (shown below).
These details can then be used on any forms which require you to display insecticide details.
