Inventory items are categorized by inventory type, classification,attributes and vendor. Items should be created after the Classifications,  Attributes and Vendors have been created. 

Inventory Type

Items can be classified in one of three ways, as Store Items, Package Items or Service Items.

Store items are physical items that are inventory,

Package items are items that have an Item ID associated with them but are made up of two or more Store Items. created the partner in the Master Item UI, enter the name of the Package. When the package is created, you attach the store/service items in the Create Package UI

Service items have no physical inventory associated with them. Service is non inventory such as repairs or alternations - no physical sale of a goods



Select the Item Type from the drop down menu (), package (I), or store (your regular items).


Inventory Classifications

There are three levels of classification available: Department, Category and Sub-Category.

Department is typically considered the most general level of segmentation, in a clothing store categories can be Mens, Womens, Youth, Infant, Accessories etc. Category and Sub-categories are the next levels.  Reports can be filtered by one or a combination of these classifications.

Click here for more information on Creating Inventory Classifications.

Inventory Attributes

There are six types of system defined attributes available: Style, Color, Size, Size Brick, Season and Brand.

These attributes are typically vendor defined and are critical when Purchase Orders are processed and submitted to many vendors. Users can also define size bricks to easily add new items in an entire size range into a Purchase Order. Reports can be filtered by one or a combination of these attributes.

Click here for more information on Creating Inventory Attributes .


Each Item can be associated with one Vendor or Supplier.  Indicate in the vendor record the payment terms as well as if Purchase Orders are to be submitted to vendors by email.

Returns to Vendors are handled as a receiving (but with negative quantities entered)

Click here for more information on Creating Vendors .

Measurement Units

Items are typically set us as one unit, this is the standard measurement unit of inventory and inventory is reported at this level. Users can also create other measurement units for ordering and shipping purposes.

Click here for more information on Creating Units of Measure