Item Details tab

In HirePOS, managing item details is crucial for efficient inventory management and accurate invoicing. This document provides a comprehensive guide on setting up, categorizing, and tracking items, as well as utilizing features like branch quantities, serial tracking, and item prompts.

To add a new item in HirePOS, navigate to Setup > Items from the Main Menu strip. You can either search for an existing item or click the New item button to create a new one. This action will lead you to the Item details screen where you can categorize the item by type and category.

Items in HirePOS are categorized as Hire, Sales, Misc, and Components by default. You can adjust item types by going to Setup > Item Related > Item Types. Similarly, item categories can be managed via Setup > Item Related > Item Categories. Reports and availability are often organized based on item types and categories for easy tracking.

When setting up hire items, you can choose between Single Items and Bulk Items to track quantity and availability. Each approach has its advantages, and a comparison table is available for a detailed analysis.

With the Branches module activated, HirePOS allows tracking sales stock levels on a branch-by-branch basis. This feature enables defining stock levels for each branch individually, facilitating multi-branch inventory management. You can disable this feature in Setup > Preferences if not needed.

Serial Tracking is an optional feature that enhances tracking for bulk items with a Quantity For Hire greater than 1. It enables individual tracking of items within a bulk quantity, improving inventory control and management.

Serial numbers can be added to items for tracking purposes. You can scan serial numbers into invoices, dispatch items, and manage returns efficiently using the Serial Tracking feature in HirePOS.

In Setup > Items > Item Details, you can set up prompts and messages for items. Sales and Returns prompts provide internal messages for staff, while Invoice and Docket messages offer customer-facing information on invoices and dockets.

Efficient item management in HirePOS is essential for streamlined operations and accurate invoicing. By following the guidelines outlined in this document, you can effectively set up, categorize, track, and utilize various features for optimal inventory management.