Items & Categories

The item is the product or service master record used across every sales and purchase document in YSUITE.

Requires the MoneyPro module.

Adding an item

1. Go to Items.
2. Click + New Item.
3. Fill in the item name, selling price, purchase price, and applicable tax.
4. Optionally set a reorder point, add images and documents, and assign it to a category.
5. Save.

Item drill-downs

From an item's detail page, drill into every document it has appeared on: sales, purchases, credit notes, debit notes, estimates, delivery challans, and goods receipts — a complete transaction history per item, without leaving the item record.

Serial numbers and batches

If the item is tracked individually, its detail page shows a serial number timeline per unit. If it's tracked by batch/lot, it shows batch history — see Batch & Serial Tracking.

Stock update history

Every change to an item's quantity — sale, purchase, adjustment, or audit reconciliation — appears on its stock update history, so you can see exactly what moved its quantity on hand and when.

Bulk actions

Select multiple items to:

• Bulk upload a new catalogue, or export the current one, via spreadsheet.
• Bulk update status (active/inactive).
• Bulk tag items.
• Bulk set category.
• Bulk set reorder point.

Categories

Organise items into a category tree under Items → Categories. Each category shows the items and item groups filed under it.

Item groups

Use Item Groups when a product comes in variants — e.g. size or colour — that should be managed and reported together while still being distinct items on a document.

Tips

• Duplicate items are flagged automatically when adding or importing, so you can catch a re-entered SKU before it splits your stock history in two.
• Set a thumbnail image on frequently sold items — it appears throughout document line-item pickers, making the right item easier to spot.