Creating an item

The multi-step form

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Add a screenshot here: the create-item form showing the step indicator across the top with the required steps (basic info, flags, classification) and the locked optional steps.

New items are built through a multi-step form with a step indicator. The required steps come first, basic info, flags and classification: and only once they’re complete do the optional steps unlock (variants, children, components, consumables, attributes, templates and integrations).

• Each step validates before you proceed, and moving between steps preserves your data both ways.
• Cancel prompts for confirmation if you have unsaved changes.
• On submit, the item is saved and you land on its detail page with a success notice.

Pricing and suppliers aren’t entered here, they’re handled by their own flows (see Vendor pricing). Creation requires item-create permission and is recorded in the audit log.

Step 1, Basic information

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Add a screenshot here: the basic-information step with the name, code (showing the “checking availability” hint as you type), make, model, HSN and barcode fields.

Capture the product’s core identity:

• Name
• Product code: required and unique within your organisation. Uniqueness is checked as you type, and a duplicate is rejected with a clear message. The code can be auto-generated from your configured number series.
• Make and model
• HSN / SAC: validated against the GST master before save (see HSN / SAC validation), not just stored. The tax-code field is hidden when no tax regime is enabled.
• Barcode and SKU: optional; when entered they’re stored and must be unique within your organisation.

Required-field validation blocks save with friendly inline messages; optional fields can be left blank.

Step 2, Product flags

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Add a screenshot here: the flags step showing the IsListPrice / Saleable / Customisable toggles and the fuller toggle set, each with its short description.

Flags define how the item behaves in sales, purchasing and stock. The key independent flags are:

• IsListPrice
• Saleable
• Customisable

A fuller toggle set is also available, Purchasable, Manufactured, Stocked, and Tracked by batch/serial/expiry: each with a label and short description.

Notes:

• A Saleable item must carry a valid HSN/SAC: this is enforced.
• Goods default to Saleable + Purchasable + Stocked on; services default with Stocked and all tracking off.
• Tracking flags can be turned on only when the matching inventory feature is enabled in your settings.

Flags are shown on the detail page and can be changed later via edit.

Step 3, Classification

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Add a screenshot here: the classification step with the type, production-type radio buttons, business-unit selector, owner search and group fields.

Organise the item for reporting and Pump/Valve separation:

• Type and production type (manufactured / traded / service-delivered) are required.
• Business unit (Pump / Valve) is required when your organisation has more than one unit, and constrains the item to that unit consistently across list, search and export.
• Owner is picked from a searchable list of active users.
• Group loads from your settings.

Classification values appear on the list and detail and can be used as filters. The business-unit field is hidden when your organisation has one or no business units.