Items (Products & Services)
How to add, edit, delete and manage
26 articles
- Swapping Items (Alternative Items)How to quickly swap one item for another
- Setting up Price ListsSet up a specific prices to be used either by customer or on specific quotations
- Associated ItemsWhen an item is added to a quotation, job/sales order, etc., an associated item will also be added
- Setting Costs By SupplierAn item can have a default cost and others specific to its suppliers
- Adding a Supplier or Supplier(s) to an ItemSet one or more suppliers for an item, an optionally their costs
- Print Item LabelsPrint a label per item
- Swapping Items Main Suppliers in BulkThis can be done by exporting to a spreadsheet and reimporting
- Managing Items on Quotations, Jobs/Orders, etc.Adding, Editing on documents and adding to the Items Database/List
- Setting up Unit PricesHow to give a sale unit price and the unit prices (i.e. a box of 100 price and the per unit price)
Kits
How to set up and use Kits
- Creating a Kit in the Items ListHow to create a kit, which is an item made up of sub-items/sub-components.
- Create a Kit on Quotation, Job/Sales Order, etc..
- Add a Kit to a Quotation, Job/Sales Order, etc..
- Changing between Kit pricing methodsA kit can use a set price or the total of its kit items. Learn how to swap between the two.
- Hiding Items in a Kit on Quotation, Job/Sales Order, etc.Where you already have a kit on a Quotation, etc., you can choose to hide some of the items
- Update a Kit's Price in the List
- Importing Item Kits
- Making an Item in a Kit hiddenA hidden item will not appear on the PDF and you set this for items in a kit
- Displaying Kits on PDFsKit items can be displayed in more than way
- ManufacturingZigaflow allows you to manufacture assemblies, consume inventory, reverse this and check whether you have the component parts available to manufacture
- Bill of Materials Check\Buildable Quantities (Can I build it?)Zigaflow allows you to easily check on a quote, job/order and work order if you have the materials you need to manufacture an assembly or supply a kit of items
Item Attributes
These can be set per item, so useful for things like colors, sizes, grades, etc.
Variants
Managing Items/SKUs based on a common 'Base' variant
- Creating a VariantHow to create a 'Base' variant and its SKU's/Items
- Using Variants on a QuotationHow Variants work on a quotation
- Add preset options for VariantsIf you use the same options across multiple variants, use preset options to save you time
- Add an existing Item/SKU to an existing VariantHow to add existing Item(s)/SKU(s) to an existing variant