The Items with Categories Module in Easy Khata allows you to organize your inventory more efficiently by grouping related products and services under custom categories. This makes billing, reporting, and stock management streamlined and easier to navigate.
Why You Should Use the Items with Categories Module
Purpose
- Manage a large number of items with ease using categories
- Track item-wise and category-wise reports
- Create item lists that are easy to search, sort, and filter
- Improve billing accuracy and inventory control
- Quickly locate specific items based on category tags
Key Features
- Item Types – Add products, services, or bundles
- Item Categories – Create and assign unlimited custom categories
- Unit & Tax Configuration – Define units like pcs, kg, and apply GST/HSN
- Multi-language Names – Add item names in different languages
- Images & Descriptions – Add thumbnails and product info
Step-by-Step Instructions
A. Add a New Category
- Go to Inventory > Item Categories
- Tap Add Category
- Enter a Category Name and tap Save
B. Add a New Item
- Go to Inventory > Items
- Tap Add Item
- Enter Item Name and optional Alternate Name
- Select Item Category from the dropdown
- Choose Unit of Measure (pcs, kg, box, etc.)
- Set Purchase Price and Sale Price
- Add HSN Code and select GST Rate if applicable
- Enable Track Stock to monitor stock levels
- Upload an Image and write an optional description
- Tap Save
C. Edit or Delete Item or Category
- Open Inventory > Items or Item Categories
- Tap the 3-dot icon beside the item or category
- Select Edit to modify or Delete to remove
Best Practices
- Use categories for better filtering and reporting
- Always assign the correct unit and GST for compliance
- Add item images to make invoices and product lists visually clear
- Enable stock tracking only for physical goods
- Keep your item list clean by archiving unused items
Conclusion
With the Items with Categories module, you can professionally manage and organize your inventory in Easy Khata. Categorized items improve billing speed, data clarity, and business analytics.
Call to Action
Head over to Inventory > Items and start organizing your items into categories for smoother operations!