Create Item

The Create Item page provides a tabbed form interface for adding new items to your catalog. After entering basic information, you can optionally configure UOMs, barcodes, prices, categories, and media on subsequent tabs.

Create item page

Accessing the Page

Route: /items/create
Menu Path: Item Master Data → Items → Create Item button
Style prefill route: /items/create?itemType=style
Permission: Create Item

Form Overview

The form uses a tabbed layout with forward/back navigation:

When opened from the Styles page or the backend menu add route /items/create?itemType=style, the Item Type field is preselected as Style.

Tab	Description	Required Before Save
Basic	Core item fields and classification	Yes
UOMs	Additional units of measure	No
Barcodes	Barcode assignments	No
Prices	Price matrix entries by price list and UOM	No
Categories	Additional category mappings	No
Media	Images and attachments	No

Tab — Basic

Core Fields

Field	Required	Type	Description	Default	Validation
Item Code	Yes	Text	Unique identifier for the item	—	Alphanumeric + spaces, underscores, hyphens. Real-time uniqueness check with debounce
Name	Yes	Text	Display name	—	Required
Description	No	Textarea	Detailed description	—	—
Item Type	Yes	Select	Stock, Non-Stock, Service, Bundle, Virtual	Stock	Determines which fields are locked
Base UOM	Conditional	Entity Select	Base unit of measure (auto-populated from tenant default)	Tenant default UOM	Required for Stock items
Item Group	No	Entity Select	Item group classification	—	—
Item Class	No	Entity Select	Item class classification	—	—
Main Category	No	Entity Select	Primary category	—	—
SKU	No	Text	Stock Keeping Unit	—	Real-time uniqueness check with debounce

Toggle Fields

Field	Type	Description	Default
Stock Item	Switch	Track inventory for this item	`true` for Stock type, locked for others
Purchasable	Switch	Can be purchased	`true` (locked off for Bundle)
Sellable	Switch	Can be sold	`true`
Active	Switch	Item is active	`true`

Tax Fields (Conditional)

Field	Condition	Type	Description	Default
Default Sales Tax	Sellable = true	Tax Category Select	Default tax for sales	Auto-populated from tenant config
Default Purchase Tax	Purchasable = true	Tax Category Select	Default tax for purchases	Auto-populated from tenant config

Tab — UOMs

Add additional units of measure beyond the base UOM. Each UOM entry has:

Field	Required	Type	Description
UOM Code	Yes	Entity Select	Select from available UOMs
Factor	Yes	Number	Conversion factor relative to base UOM
Default Sales	No	Checkbox	Use as default for sales
Default Purchase	No	Checkbox	Use as default for purchases

A Factor Calculator helper is available to compute conversion factors.

Tab — Barcodes

Assign barcodes to the item. Each barcode entry has:

Field	Required	Type	Description
Barcode	Yes	Text	The barcode value
UOM	Yes	Select	Which UOM this barcode applies to
Primary	No	Checkbox	Mark as the primary barcode

At least one UOM must be added before barcodes can be assigned.

Tab — Prices

Set prices across price lists and UOMs. The current Prices tab uses a matrix layout:

Matrix Area	Description
Rows	Price lists, shown as a tree when derived price lists inherit from a base list
Columns	Base UOM plus alternate UOMs configured on the UOMs tab
Cells	Price values for a price list and UOM combination
Search	Filters visible price-list rows
Columns menu	Hides or shows UOM columns
Add price list	Adds another price-list row to the matrix

Cell states include manual prices, auto-derived prices, manual overrides, cross-UOM suggestions, and locked cells for price lists the user cannot view. Derived prices update when the base price changes. Override cells can be reset to the formula value. Zero prices are allowed but highlighted because they can cascade to derived prices.

Tab — Categories

Select additional categories to map the item to. Category mappings can also be added after creation from the edit page.

Tab — Media

Upload images (up to 20) and attachments (up to 10). You can mark one image as the primary image.

Type Constraints

Item Type	Stock Item	Base UOM	Purchasable
Stock	Locked ON	Required	Editable
Non-Stock	Locked OFF	Optional	Editable
Service	Locked OFF	Optional	Editable
Bundle	Locked OFF	Optional	Locked OFF
Virtual	Locked OFF	Optional	Editable

Validation Rules

Item Code: Required, unique across all items, format: letters, numbers, spaces, _, -
Name: Required
Item Type: Required
Base UOM: Required for Stock items
Service items cannot be stock items
SKU: Must be unique if provided
Barcodes: Must be unique across all items
Prices: No duplicate entries for the same Price List + UOM combination. Derived-list overrides are saved as manual overrides.

Save and Processing Behavior

Item, UOM, barcode, and category data are saved together so related setup remains consistent.
Optional price entries may be processed after the main item save; if price processing has issues, you can still get partial success and retry prices.
When price save returns partial success, the page opens the edit workflow on the Prices tab so failed price entries can be corrected and retried without recreating the item.
Custom field values (when configured) are validated during save.

Messages

Event	Message
Create success	Item created successfully
Create error	Failed to create item
After creation	After creating the item, you can add UOMs and Barcodes on the edit page.