How to set up items, units and categories

1. Add the units you use

Click Inventory in the left menu and open the Units tab. Check the units you count in. To add one, click Add unit, enter the Unit name (for example Cartons) and a Short name (for example Ctn), and click Save unit.

2. Add an item

On the Products tab, click Add item. Keep Item type on Product. Enter the Name, pick the Unit and enter the Sale price. Add the Opening stock if you know it.

Also fill:

• Purchase price: Barkat uses it to work out your profit.
• Low-stock alert at: the item turns amber when stock falls to this level.
• Category: type a new name to create it. Categories appear on their own tab.
• Code / Barcode: optional, for scanning.

Click Save item.

Tip: Delivery, repair or fitting charges? Set Item type to Service. Services have no stock. You can't switch between Product and Service after saving.

3. Sell in a bigger unit too

In the item form, tick Also buy or sell in a bigger unit (e.g. Cartons of Pieces). Pick the Secondary unit and enter how many base units are in one, for example 1 Carton = 12 Pieces. At the Counter you can then bill either unit, and the rate switches with it.

4. Fix the stock when the count is off

In the item row, click Adjust. Choose Add or Reduce, enter the Qty and a Note such as "Damaged bags written off", and click Save.

Click History on the item to see every stock movement: opening stock, sales, purchases, returns and adjustments.

Done: Your items, units and categories are ready. Red stock means the item is below zero: count it and adjust.