Zigaflow Help Center

Items (Products & Services)

How to add, edit, delete and manage

21 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

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

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