Items in SwiftlyBooks

Add an item

1. Press New item.
2. Give its Name and Code, choose Goods or Service, and type its price before VAT and what it is sold Per, such as bag.
3. In Zimbabwe:Choose its VAT, and type its HS code.
4. In Zambia:Choose its VAT, and type its ZRA item code.
5. Press Add item.

Change an item

1. Press the item in the list, then Edit item.
2. Change what you need, then press Save.

Prices in another currency

• In your other currency, an item's price follows the day's operating rate.
• To keep a set price there, fix it in the item's form. Use the day's rate instead puts it back on the rate.

Track its stock

1. Press a goods item, then Track its stock. Services never track stock.
2. Its stock then opens from the item, under Its stock and movements.

Good to know

• An item's price is what you sell at. Bills and expenses take the supplier's own prices.
• Changing an item leaves documents already written as they are.
• In Zimbabwe:An item marked Missing needs its HS code before it can go on a fiscal invoice.
• In Zambia:An item marked Missing needs its ZRA item code before it can go on a fiscal invoice.

Related

• Invoices
• Bills
• Stock
• Send your first invoice