How to create an itemكيفية إنشاء صنف

This is the walkthrough. For the screen field by field, see The item definition screen.

1. Make sure the family exists first

Items inherit their accounts from their family, so create the family before the item and you will not have to type an account number at all. General setup → Inventory control setup → Family. See Item families.

2. Open a new item

Inventory management → Item definition → New.

3. Pick the family, then name the item

Set Serial to the family. This is the step that fills in the accounts, so do it first.

Then:

• Name and Second name - the full descriptive name in both languages. Be precise: Bonnet BMW 535 2020 white is a good name, because it is what you tell someone to go and fetch.
• Short Name - a shortened version for POS receipts, which are about 8 cm wide and will not fit the long one.

4. Set the VAT rate

The VAT dropdown offers three values: 0.000 (not subject), 10.000 (subject at 10%) and 11.000 (subject at 11%).

Most goods and all services are 11. Use 0 only for goods the state has exempted - bread, flour, the staples. If the family set a rate, it is already chosen.

5. Tick the flags that apply

• Service - for anything with no stock: fitting, labour, repairs. Libra then stops checking stock when it is sold, so a service line never goes negative and never blocks an invoice.
• Modify name in invoice - lets the seller retype the name on the sales invoice, when the stored name is more technical than the customer needs.
• PLU Item - only for items weighed on a shop scale, where the printed barcode carries the weight or price inside it.

6. Check the accounts

Sales account and Purchase account should already be filled from the family - here 7011 - Sales of Vat Items and 60111 - Purchases of Goods /Vat Deductible. Set each one's currency to the one you price in.

If they are empty, the family had no defaults. Fill them here, then fix the family so the next item does not need it.

7. Add the units

One row per unit. Exactly one row is the Basic unit - always the smallest - and Formula says how many basic units each other unit holds. Give each its own Symbol and Barcode.

Full detail, including the naming convention: How to set up units.

8. Save

Saving assigns the Id and unlocks the rest of the screen: the Accumulation and Stock info tabs, and the Price list, Copy Item and Alternative barcode ribbon buttons all become available. They were greyed out because they need an item to attach to.

9. Come back for the optional parts

• Stock info - brand, model, year, origin. See Item properties & categories
• Accumulation - only if this item is a bundle. See Items, kits & dismantling
• Country, Default warehouse, Custom (customs %), Notes, Link

The item is ready to buy and sell.

Next steps

• The item definition screen - every field explained
• How to set up units of measure