Creating an invoice in SIX ERP sometimes involves billing for items or services that are not yet listed in your product catalog. To address this need without interrupting the invoicing process, SIX ERP offers a seamless way to add new items directly from the invoice creation interface. This guide will walk you through the steps of creating a new item while you are in the midst of invoice preparation.
While adding line items to your invoice, you may realize the need to invoice for an item that does not exist in your system.
Next to the item selection field, you will see a "+" icon. Clicking this icon triggers a slide-in panel for creating a basic item or product.
The slide-in panel allows for the creation of a new product in its most minimalistic form, focusing on the essential details required to add the item to an invoice and your inventory. The required fields typically include:
Commodity Code: The unique identifier for the item, often necessary for inventory management and reporting.
Item Description: A brief yet descriptive text about the item, which will appear on the invoice and in inventory listings.
Sales Price: The price at which you intend to sell the item, specified in your base currency.
Filling in these fields is mandatory to proceed with adding the new item. However, to make the item record more comprehensive, you may also consider providing additional information if available:
Long Description: More detailed information about the item, which can be useful for internal purposes or when the short description is insufficient for clarity.
SKU Code and SKU Name: These fields help in further identifying and categorizing the item within your inventory system.
Item Unit: The unit of measure for the item, such as piece, box, kilogram, etc.
Taxes: Applicable taxes for the item. This can be crucial for accurate billing and financial reporting.
LOT Numbers: For items that require tracking of batches or lots, entering this information can aid in inventory management and traceability.
Item Groups: If your inventory is organized into groups or categories, assigning the new item to a group helps maintain structured inventory records.
After filling in the necessary information in the slide-in panel, press "Submit" to store the new item in your inventory.
Upon submission, the new item will be automatically selected and added to the invoice you are currently creating, streamlining the process and avoiding any disruption to your workflow.
The ability to add new items on-the-fly during the invoice creation process in SIX ERP is a valuable feature for businesses that deal with a constantly evolving inventory or those that need to bill for custom or one-off items. This feature not only enhances the flexibility and efficiency of the invoicing process but also ensures that your inventory records remain up-to-date and comprehensive, supporting accurate billing, inventory management, and financial reporting.