All Collections
Items - Managing
Learn what you can do with Items and how to manage them
12 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
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
Item Attributes
These can be set per item, so useful for things like colors, sizes, grades, etc.
Adding Attributes to a PDF DocumentHow to find the variables and add them to documents
Setting up Item AttributesThese are custom fields that can be used on