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ClearTax GST Software-How to Create, View, Bulk Import Item

Updated on :  

08 min read.

In this article, we will discussing about how to create, view and bulk import an item using ClearTax GST Software in detail.

How to Create a New Item while Creating a Sale Bill

To add a new item while creating a sale bill, follow the below steps:

  • Under Item Description, write about the item name
    Item Description
  • Under Item Type, write whether you are selling any goods or service
  • Under HSN code, fill out the HSN code of the item
  • Under  Item/SKU code, enter the code
  • Under Selling Price, add the price you will sell the item at
  • Under Purchase Price, fill in how much you bought the item for
  • Under Unit of Measurement, fill in relevant information such as kg or gram
  • For Discount%, enter the percentage of discount you will offer
  • If you want to add any more information, put it under Item Notes

Remember, it is optional to fill in all the information, besides which it’s mentioned as optional. Watch a video on How to Create New Item

How to Bulk import Items

To bulk import all items while creating a sale bill, follow the below steps:

  • Go to your business dashboard and click on ‘Dashboard’
  • From the top panel, click on ‘More‘ and click on ‘Item Master
  • To add item list click here
  • To download a sample excel click here.
  • Fill the downloaded excel with item details and save it on your computer
  • Browse and upload that file.
  • On successful upload, the below screen will appear. To view the list of items, click on ‘item master’ under ‘More’
  • The list of items added is available here

Watch a video on How to Bulk Import all Items

How to view All items

To view all items while creating a sale bill, follow the below steps:

  • To see the list of all goods related to your business, click on the Quick Action button
  • Here you can see a Settings tab. Click on it
  • Now, you will see a tab called View item List. Click on it, and as you can see, this will show you a list of all your goods
    View Items List
  • If you want to make a change in the list of goods, then click on Add an Item and after you change the information, click on Save. This way you can change any information or detail you had saved earlier

Watch a Video on How to View All Items

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