Create Item

Here are the steps to Create Item. To learn more, you can also watch this RADIX Online tutorial video:

To create an Item in Radix, follow the steps below:

After logging in to the Company Main menu, go to Masters > Items > Item Entry.
Item entry form will open. Enter details such as:

Name - Enter the name of the item you want to create an entry for.
Code - This field will be auto-generated. However, if you want you can change it.
Type - Select the type of your item from the list of options displayed.
Group - Press F4 button and select the group, under which you want to place your item, from the list of options displayed.
Sub Group - Press F4 button and select the sub group, for your item, from the list of options displayed.
Sub Group 1 - Press F4 button and select the sub group 1, for your item, from the list of options displayed.
Parent - Press F4 button and select the parent, for your item, from the list of options displayed.
Name - Enter the official/main name of this item.
Part Number - Enter the part number for this item.
Print Name - Enter the print name for this item.
Is Assembly - Tick this option if the item is an assembled/finished product made from multiple components.
Calculate Mts - Tick to auto-calculate stock based on meter measurement for this item.
Status - Tick here to mark the status of this item.
Notes - Press F4 button to enter the notes for this item.
Default Cut - Enter the standard cutting size or length for this item (if applicable).
UOM #1 - Press F4 button and you can change the unit of measure you want from the list displayed.
UOM #1 Format - Enter the format for UOM (Unit of Measurement) #1.
Default Qty1 - Enter the default quantity for this item.
Packing 1-2 - Enter the conversion quantity from UOM #1 to UOM #2 (e.g., 1 Box = 12 Pieces).
Pkg 1-2 Name - Enter the name/label for this packing conversion.
UOM #2 - Press F4 button and you can change the unit of measure you want from the list displayed.
UOM #2 Format - Enter the format for UOM (Unit of Measurement) #2.
Packing 2-3 - Enter the label/name for this UOM #2 to UOM #3 packing conversion.
Pkg 2-3 Name - Enter the default discount percentage to be applied for this item during sales or purchase transactions.
UOM #3 - Press F4 button and you can change the unit of measure you want from the list displayed.
UOM #3 Format - Enter the format for UOM (Unit of Measurement) #3.
Primary Uom - Select the unit of measure on which you want to maintain the stock of the item you are creating.
Rate Per - Select the UOM on which the item’s rate will be calculated during transactions.

(Note: You can enter the fields you want and leave rest of the fields blank and proceed.)

Go to 2. Purchase/Sales Info. Enter other details such as:

Purchase Cost - Enter the purchase cost of this item.
Purc. Cost Per Qty - Enter the purchase price for per piece for this item.
Brokerage Type - Select the purchase brokerage type for this item from the drop down list.
Brokerage - Enter the purchase brokerage amount for this item.
Max Sales Price - Enter maximum sales price for this item.
Sales Price - Enter the default sales rate for this item. This rate will auto-populate during transaction entry.
Min Sales Price - Enter minimum sales price for this item.
Action on min/max - Select the system behavior when sales price goes below minimum or above maximum (Ignore, Warn, Prevent).
Sales Price Per Qty - Enter the sales price per quantity for this item.
Brokerage Type - Select the sales brokerage type for this item from the drop down list.
Brokerage - Enter the sales brokerage amount for this item.

Go to 3. Inventory Info. Enter other details such as:

Stock Rate - Enter the stock rate for this item.
Minimum Level - Enter the minimum level of stock for this item.
Warn if below min level - Tick to show alert when stock falls below minimum level.
Maximum Level - Enter the maximum level of stock for this item.
Warn if above max level - Tick here to get a warning if the stock is at maximum level.
Reorder Level - Enter the reorder level for this item.
Reorder Quantity - Enter the reorder quantity for this item.
Warn if below reorder level - Select whether to Ignore, Warn, or Block the transaction when stock becomes negative.
Action on negative stock - Select the action type for negative stock of this item from the drop down list.
VAT HSN - Enter VAT HSN code only if required for legacy records. (Optional)
Wholesale Rate - Enter the wholesale rate for this item.
Fold % - Enter fold percentage applicable to item measuring units (if used).
Discount % - Enter the conversion quantity from UOM #2 to UOM #3 (e.g., 1 Bundle = 10 Boxes).
AddLess1 % - Enter additional charge or deduction percentage for this item.
Finish Item - Tick if this item is a finished product in manufacturing.

Go to 4. GST Details. Enter other details such as:

HSN Code - If the item you are creating is a goods/commodity, then press F4 button and select the HSN Code from the list of options displayed. For further information on this, you can also contact your respective CA.
Service Code (SAC) - If the item you are creating is a service, then press F4 button and select the SAC Code from the list of options displayed. For further information on this, you can also contact your respective CA.
Notification-Enter any GST notification applicable to this item, if received.
Is Item Exempted? - Tick the check box if the item is exempted from GST.

(Note: You can enter the fields you want and leave rest of the fields blank and proceed.)

Once all the details have been entered, click on Save button. Your item will be created.
New button will be activated. To create another item, click on New button and start again with steps mentioned above.