Items (Overview)

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In HirePOS, Items are categorized as Hire, Sales, or Non-stock, each with unique attributes and behaviors. These categories help manage hire assets, sales inventory, and other things like company vehicles, damage waivers, or customer-owned equipment. Reporting and system behavior vary based on item type and configuration, and items can have multiple rates and prices defined by your Selling Unit setup.

Items List

  • To manage items, go to Setup > Items in the main menu.

  • From the Items List, you can search for items or create a new one by clicking New Item.

  • Items are organized by Item Type and Category, such as Hire, Sales, Misc, or Components.

  • Use the Find function or filters (accessed via the Filters button) to locate specific items.

  • You can also filter items by type using the tabs (All Items, Hire, Sales, Non-stock, etc.).

  • Note: Only active items are shown across all tabs, except for the "Inactive" tab, which lists only inactive items.

  • To adjust item types and categories, go to Setup > Item Related > Item Types and Item Categories.

Adding/Updating Items

Item Details

The Item Details tab allows you to set main attributes for an item, including Hire, Sales, or Non-stock classification. Reports and availability are often grouped by item type and category.

Qty for Hire (Bulk vs Single)

When setting up hire items, you can choose between tracking item quantity as Single Items or Bulk Items. Each method has its pros and cons, so review the comparison table provided in HirePOS.

Sales Items Branch Quantities

With the Branches module activated, HirePOS can track sales stock levels on a branch-by-branch basis. This feature allows you to manage stock levels across multiple branches efficiently.

Serial Tracking

Serial Tracking is an optional feature that allows you to track items with a Quantity For Hire greater than 1. You can set up serial numbers for individual items to track them uniquely.

Adding Serial Numbers to a Bulk Item

To add serial numbers to a bulk item, follow these steps:

  1. Access the Setup > Items menu.

  2. Search for the item and click to edit it.

  3. In the Basics section, click the Serial Tracking button next to the Quantity For Hire field.

  4. Enter serial numbers for each item and save changes.

Utilizing Serial Numbers in Sales Records

Serial numbers can be used in various areas like Booking/Invoices, Sales > Dispatch, and Sales > Returns to track items efficiently.

Conclusion

Setting up and managing items in HirePOS is essential for smooth inventory management. By following the steps outlined in this guide, you can effectively organise and track your items based on your business needs.

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