ClearTax GST Software-How to Create, View, Bulk Import Item
Updated on: Oct 25th, 2022
6 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
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
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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