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Workflows

Add an Item to a Project

Use this when you are ready to create a full item record in a project.

If you only have photos or partial information, use Capture Item Quick Drafts first.

Before You Start

Open the project where the item belongs.

Have any available item details ready:

  • Photos.
  • Name.
  • SKU.
  • Vendor/source.
  • Notes.
  • Purchase price.
  • Project price.
  • Market value.
  • Quantity.
  • Space.
  • Transaction.

Steps

  1. Open the project.
  2. Go to Items.
  3. Tap the add button in the Items area.
  4. Choose Item.
  5. Add photos and basic details.
  6. Add pricing, quantity, status, transaction, and space details if known.
  7. Save the item.

What Happens Next

Ledger creates the item in the project. Photos may upload in the background.

If you linked a transaction or space, the item appears in those related areas too.

Common Issues

  • An item needs either a name or at least one image.
  • If the right transaction is missing, create or correct the transaction first.
  • If the right space is missing, create the space first or leave the item unassigned.
  • If the item is actually business inventory, add it from inventory or use the inventory workflow instead.

Related