How to Create Items (Products & Services)

Adding your products and services as "Items" in Gimbla is a powerful way to streamline your workflow. By pre-loading your items, you save time when creating invoices and bills, ensure pricing is always accurate, and maintain consistency across your documents.

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Finance โžก๏ธ Items โžก๏ธ Add Item

๐Ÿ“ Fill in the Item Details

The "Add Item" form is organized into three tabs. Hereโ€™s what to enter in each one:

create an item form

Main Tab: Core Details

This tab defines the basic identity of the item.

  • Item: The name of the product or service (e.g., "Web Design Services," "Standard T-Shirt"). This field is required.
  • Code (Optional): A unique code for the item, such as a SKU (Stock Keeping Unit) or internal part number. You can also choose to show this code on your invoices.
  • Image (Optional): Upload an image of the product for easy identification.
create an item form

Sale Tab: For Invoicing Customers

Fill out this tab if you sell this item to your customers. The information here will automatically populate when you add the item to an invoice.

  • I sell this item: Check this box to activate the sales fields.
  • Unit Price: The price you charge your customer for one unit of this item.
  • Account: The income account where you track revenue from this item (e.g., "Sales," "Service Revenue").
  • Tax: The default sales tax rate to apply when you sell this item.
  • Description: The default text that will appear on the customer's invoice for this line item.

Purchase Tab: For Recording Bills

Fill out this tab if you purchase this item from a supplier. This information will automatically populate when you add the item to a bill.

  • I purchase this item: Check this box to activate the purchase fields.
  • Unit Price: The cost you pay your supplier for one unit of this item.
  • Account: The expense account where you track the cost of this item (e.g., "Cost of Goods Sold," "Office Supplies").
  • Tax: The default tax rate to apply when you purchase this item.
  • Description: The default text that will appear on bills from your suppliers for this line item.

๐Ÿ Save Your Item

Once you've entered all the necessary details, click the Create button. The item is now saved and ready to be used on any future transaction.

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Pro Tip

Regularly review your items list to ensure prices and costs are current. If a supplier changes their price, update the Purchase price here once. This will ensure all future bills are accurate, saving you from making manual edits every time.