Creating an item
1
Open Inventory, then Items
Choose New item.
2
Enter the basics
3
Set the unit of measure
How you count it — each, kilogram, litre, box. Choose carefully; changing it later makes
historical quantities ambiguous.
4
Set the reorder level
The quantity at which you want to be warned. Set it on items you cannot trade without.
5
Add the barcode
If the item has one. Required for barcode scanning. See Scanning.
6
Set the cost and selling prices
Cost for valuation and margin; selling price for the till.
7
Save
The item can now be used in operations.
Codes
A unique code per item. Bumara rejects duplicates. A consistent structure makes searching fast. Something like a category prefix plus a sequence —BEV-0001 for beverages, STA-0001 for stationery — works better than free-form codes.
If your products link to Invoicing, use the same code in both
places so selling moves the stock.
Barcodes
Each item can carry one barcode, unique within your business.
Barcodes are what make the till and stock counts fast. If you handle any volume, they are worth the
setup effort.
Reference photos
Upload a photo of an item to enable the visual scanner, which identifies products from a camera image without needing a barcode.1
Open the item
From Inventory → Items.
2
Upload a photo
In the attachments section.
3
Take it properly
Good light, plain background, the product filling most of the frame, from the angle staff will
normally see it.
4
Save
The visual scanner can now recognise it.
Reorder levels
When a balance falls to or below the reorder level, the item is flagged as low stock and can trigger a notification. A workable starting point: normal usage over the time your supplier takes to deliver, plus a margin for variability.
Review levels after a few months against what actually happened.
Organising items
Archiving
When you stop stocking something:1
Run the balance down to zero
Sell it, transfer it, or adjust it out with a reason.
2
Archive the item
It disappears from selection lists but stays in your history.
3
Reactivate if you stock it again
All its history is still there.
Viewing an item
The movements panel is the one to open when a balance looks wrong. It shows every change with its
date, its reason and who made it.
Naming that works
Include the distinguishing detail in the name. Staff searching at the till do not open the
description.
Bulk import
For a large catalogue, import rather than typing.1
Download the template
From Inventory → Items.
2
Fill it in
One row per item, with codes, units and reorder levels.
3
Check for duplicate codes
The commonest reason an import partly fails.
4
Upload and review
Check the count and spot-check several records.
Next: Adjustments for changing stock quantities.