Documentation — LedgerOS

Section 1

Every product or service you sell is defined in the Item Master. Items are categorized into two types:

Goods (Stockable)

Physical products requiring inventory tracking. The system monitors Quantity on Hand and average cost for these items.

Service (Non-Stockable)

Labor, consulting, or digital products. No physical quantity — stock movements are ignored entirely.

Key Item Attributes

SKU: A unique identifier for every item — auto-generated or manually entered.
Pricing: Separate fields for Purchase Price (Cost) and Selling Price.
Taxation: Select VAT rate (15%, 0%, Exempt). Ensures correct tax calculation on all documents.
Warehouse: Items are assigned to a primary warehouse, but can be moved via Stock Transfers.
Opening Stock: (Goods only) Initial quantity when starting with the system.

Items used in any transactions cannot be deleted. Mark unused items as Inactive instead to hide them from selection lists.

Section 2

Define how you count your items. Units are selected during item creation and appear on all printouts for clarity.

Nos

Box

Liter

Hour

Meter

Custom units can be added under Settings > Units of Measure.

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