How to Create a Stock Item in Acumatica

Navigate to the Stock Items screen

Go to the top menu and select DISTRIBUTION. In the left sidebar, under MANAGE, click Stock Items. The Stock Items screen opens, displaying fields for Inventory ID, Item Status, Description, and various tabs for item configuration.

Enter the Inventory ID and description

In the Inventory ID field, enter TSHIRT. In the Description field, enter Tshirt. The Item Status field should be set to Active by default.

Verify the default item class and inventory preferences

Notice that the Item Class is automatically set to DEFAULT based on your inventory preferences. The Type field is set to Finished Good, the Valuation Method to Average, and the Tax Category to DEFAULT.

To review or change these defaults, navigate to Inventory Preferences under SETUP in the left sidebar. Here, you can view the default item class and other inventory settings.

Review units of measure

Confirm that the Base Unit, Sales Unit, and Purchase Unit fields are all set to PC (piece). These values are populated automatically based on the item class.

Select the warehouse and locations

In the Warehouse Defaults section, click the lookup icon next to Default Warehouse and select the appropriate warehouse from the list (for example, RETAIL for the Retail warehouse).

For Default Issue From and Default Receipt To, click the respective lookup icons and select the desired locations (for example, R01C01L01 and R01C01L02).

Enter price and cost information

Click the Price/Cost Info tab. Enter the Default Price and any other relevant pricing or cost details as needed.

Associate vendor details (optional)

Click the Vendor Details tab, then click the plus (+) icon to add a new vendor. In the Vendor ID field, click the lookup icon and select the desired vendor from the list (for example, ADPSERVICE for Automatic Data Processing Inc.). Fill in any additional vendor-specific details as required.

Review and select attribute values

Navigate to the Attributes tab. Attribute fields such as Color and Size are auto-populated based on the item class or previous selections.

If needed, manually adjust the attribute values:

• For Color, select Blue.
• For Size, select 9.

Make sure all required attributes are filled according to your inventory requirements.

Save the stock item

Click the Save button (disk icon) at the top of the screen to finalize the creation of the stock item. Before saving, confirm that all entered details, including attributes, are correct.