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How to create an Inventory Item
How to create an Inventory Item
Updated over a week ago

Inventory items are useful for tracking items used within your business and prefilling invoice line items.

Inventory can be managed by going to Inventory > Products | Services via the navigation menu.

Then click the "Create" button at the bottom right hand side of the screen.

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".

System Prefills

To make filling in your item list quicker, we've supplied some prefills in the dialog sidebar.

Suggested prefills will change as you start filling in a blank item.

By clicking on one of the prefills, some of the other item details will be populated. You can then change any of the prefilled information if something doesn't match how your business operates.

For example, in the "Name" box, if you type "termi", it will populate some prefills which match this name (shown below).

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

  • Description

  • 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

  • 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.

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