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Items - Managing
Learn what you can do with Items and how to manage them
19 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
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
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