Help Centre menu

Inventory · 4 steps

Set up units, categories and stock preferences

Manage the units you count in, the categories you group items by, extra item fields and when invoices reduce stock.

1Add units of measure

Open Inventory → Settings. On the Units tab, type a Unit name such as box or kg and choose Add. Drag units to reorder them, or use the switch to hide one you no longer use.

Scalar360 screen: Add units of measure
Numbered outlines show what to click, in order.

2Add item categories

On the Categories tab, add the groups you use for filtering and reports — for example Electricals or Kitchenware.

Scalar360 screen: Add item categories
Numbered outlines show what to click, in order.

3Add custom fields

On the Custom fields tab, add extra item fields such as Brand, Colour or Size. They appear on the item form and can be printed on labels.

Scalar360 screen: Add custom fields
Numbered outlines show what to click, in order.

4Choose when invoices reduce stock

On the Preferences tab, switch on Reduce stock when an invoice is issued if goods leave when you bill. Leave it off if you deliver later — stock then moves when you ship the invoice from Supply Chain.

Scalar360 screen: Choose when invoices reduce stock
Numbered outlines show what to click, in order.
Add an item with HSN, GST and opening stockCreate a product with its HSN code, GST rate, prices and the stock you already hold, so it's ready for invoices, bills and POS.Print barcode labelsDesign barcode or QR labels and shelf tags for your items and print them on A4 sheets or a thermal printer.

Still stuck? Contact our support team — or start a free trial to try this in your own company.