Xero: Tracking Items

Tracking an item within Xero means the quantity on hand (QOH) will update automatically when receiving or shipping inventory. If you receive a PO with any tracked items, the QOH in Xero will update to reflect the items received.  Same for a SO, the inventory will be decremented appropriately once a SO is completed.

If the item is already added or mapped to an item in Jellyfish, the new QOH will also be synced to Jellyfish, conveniently showing your customers the most recent QOH.

Related Articles: 

Xero Item Mapping/Adding

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How to Turn on Item Tracking in Xero:

Within your "Products and Services", click on the item code you wish to track.

On the next page, click "Edit Item"

Now you can click the check-mark next to "I track this item". 

Select an "Inventory Asset Account". The picture below is just an example of which account to select, please confirm the selection with your supervisor if unsure.

Now you can click "Save".

Now your item details page will look a bit different.  You can now click "Options" and make a new adjustment to add reflect your current QOH for this item.