{"id":16855,"date":"2024-09-04T11:18:19","date_gmt":"2024-09-04T08:18:19","guid":{"rendered":"https:\/\/support.simplbooks.lt\/vartotojo-vadovai\/prekes\/"},"modified":"2026-04-17T14:05:25","modified_gmt":"2026-04-17T11:05:25","slug":"prekes","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.lt\/en\/vartotojo-vadovai\/prekes\/","title":{"rendered":"Items (warehouse)"},"content":{"rendered":"

In SimplBooks software, two types of items are used: service items and stock items. Using items is not mandatory if you only sell services and do not require raw materials. However, when providing services, it is useful to use items if you offer different types of services and want to assign them to separate revenue accounts.<\/p>\n

New items\/services can be added in two ways:<\/p>\n

    \n
  1. By adding them one by one: Warehouse \u2192 Items \u2192 New item\/service<\/li>\n
  2. By importing the required data from a CSV file. You can read more about importing in the Item Import Guide<\/a>.<\/li>\n<\/ol>\n

    When creating item codes, it is recommended to establish a consistent logic. For listing purposes, a numeric combination is the simplest choice. Consider how many items you may need and create your numbering accordingly. For example: if you expect fewer than 100 items, use codes from 01\u201399. If you need more, use 0001\u20139999. Leading zeros ensure that all item codes have the same length and are visually easy to track. When selecting items for invoices, you can search by both code and name, so you won\u2019t need to memorize the codes.<\/p>\n

    <\/span>Service item<\/div>
    \n

    \"\"<\/a><\/p>\n

      \n
    1. Code \u2013 must always be unique. It must not contain spaces, slashes, underscores, commas, and it is not recommended to use quotation marks (they may cause issues during import\/export). Maximum code length is 20 characters; longer codes will be truncated when sending e-invoices.<\/li>\n
    2. Name \u2013 by default, the name is entered in the system language.<\/li>\n
    3. Add translation \u2013 click this link to enter translations under the name (for active languages). Required if you issue invoices in multiple languages.<\/li>\n
    4. Description \u2013 you can add additional information about the item (optional). If filled in, it will appear on the invoice. Consider adding translations if needed.<\/li>\n
    5. Unit \u2013 required field (unit, roll, hour, etc.); add translations if necessary.<\/li>\n
    6. Default quantity on invoice \u2013 if filled in, this quantity will be automatically added when selecting the service (can be changed).<\/li>\n
    7. Service item \u2013 check this box if the item is a service.<\/li>\n
    8. Sales revenue account \u2013 if you use the same item for both local and foreign customers, it is better to leave this empty. By default, revenue is taken from VAT type settings (or automatic posting settings if no taxable person is defined). If a revenue account is specified in the item card, it becomes the primary account and VAT-based revenue accounts are ignored.<\/li>\n
    9. Expense account (for services) \u2013 specify the appropriate expense account.<\/li>\n<\/ol>\n

      Tip<\/span>
      If you want to issue invoices in English or Russian, you must add translations (name, description, unit), see point 3.<\/p>\n

      \"\"<\/a><\/p>\n

        \n
      1. Check this box if you prefer to see the price displayed with VAT included.<\/li>\n
      2. Sales price calculation<\/strong> \u2013 always choose \u201cfixed price\u201d for services.<\/li>\n
      3. Sales VAT class<\/strong> \u2013 specify if you want to set the sales price including VAT. If prices include VAT, it is recommended to also issue invoices with VAT included to avoid small rounding differences.<\/li>\n
      4. Purchase VAT class<\/strong> \u2013 optional. Can be used if the item must always be linked to a specific VAT class.<\/li>\n<\/ol>\n

        <\/div><\/div>\n

        <\/span>Stock item<\/div>
        \n

        \"\"<\/a><\/p>\n

          \n
        1. Code \u2013 must always be unique. It must not contain spaces, slashes, underscores, commas, and quotation marks are not recommended. Maximum length is 20 characters; longer codes will be truncated in e-invoices. EAN \u2013 optional. Must not match the item code.<\/li>\n
        2. Name \u2013 by default, the system language is used.<\/li>\n
        3. Add translation \u2013 click to add translations under the name (active languages). Required for multilingual invoicing.<\/li>\n
        4. Description \u2013 optional additional information. If filled in, it will appear on the invoice. Consider adding translations.<\/li>\n
        5. Stock item \u2013 this checkbox must be enabled for stock items.<\/li>\n
        6. Unit \u2013 required field (unit, roll, hour, etc.); add translations if needed.<\/li>\n
        7. Default quantity on invoice \u2013 if filled in, it will be automatically added when selecting the item (can be changed).<\/li>\n
        8. Sales revenue account \u2013 if used for both local and foreign clients, it is better to leave empty. By default, revenue is taken from VAT settings (or automatic postings if no taxable person is defined). If specified in the item card, it overrides VAT-based revenue accounts.<\/li>\n
        9. Expense account \u2013 specify the appropriate expense account.<\/li>\n<\/ol>\n

          Tip:<\/span>
          If you want to issue invoices in English or Russian, you must add translations (name, description, unit), see point 4.<\/p>\n

          \"\"<\/a><\/p>\n

            \n
          1. Check this box if you prefer to see the price displayed with VAT included. Unit purchase price<\/strong> \u2013 if filled in, it is used when entering purchase orders\/invoices. The cost price is determined based on the purchase invoice price.<\/li>\n
          2. Sales price calculation<\/strong> \u2013 you can choose markup percentage or fixed price. When using percentage, enter numbers only (without the % symbol).<\/li>\n
          3. Sales VAT class<\/strong> \u2013 specify if you want to set the sales price including VAT. If prices include VAT, it is recommended to also issue invoices with VAT included to avoid small rounding differences.<\/li>\n
          4. Purchase VAT<\/strong> class \u2013 optional. Can be used if the item must always be linked to a specific VAT class.<\/li>\n<\/ol>\n

            Tip:<\/span>
            If a purchase price is set but sales price calculation is \u201cnot defined,\u201d the purchase price will be used as the sales price. Always check that the sales price calculation method is selected.<\/p>\n

            <\/div><\/div>\n

            If you have any questions, contact us at support@simplbooks.lt<\/a><\/p>\n\n\n

            <\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[179],"ht_kb_tag":[],"class_list":["post-16855","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-warehouse"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb\/16855","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/comments?post=16855"}],"version-history":[{"count":8,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb\/16855\/revisions"}],"predecessor-version":[{"id":16880,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb\/16855\/revisions\/16880"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/media?parent=16855"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb_category?post=16855"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=16855"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}