Items (Overview)

In HirePOS, setting up items is crucial for managing your inventory efficiently. Items can be categorized as Hire, Sales, or Non-stock, each with specific attributes and settings. This comprehensive guide will walk you through the process of setting up and managing items in HirePOS.

To set up items in HirePOS, follow these steps:

1. Access the main menu strip and navigate to Setup > Items.

2. From the Items List, you can search for existing items or create a new item by clicking the New item button.

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

4. You can adjust item types and categories under Setup > Item Related > Item Types and Setup > Item Related > Item Categories.

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.

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.

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 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.

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.

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

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.