Items (products and services)
How to add, edit, delete and manage the products and services in your items list
26 articles
- Swapping items (alternative items)Set up alternative items on an item, then swap one item for another on a quotation or job/sales order, including items from the full item list.
- 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 supplierSet supplier-specific costs and volume discounts on an item, choose the main supplier, and refresh prices after changing the supplier on a quote or job.
- Adding suppliers to an itemAdd one or more suppliers to an item, choose which one is the main supplier, and optionally enter a different cost for each supplier.
- Print item labelsSelect items in bulk from the Items list, preview their labels, switch to the label template you want, and send them to print.
- Swapping items' main suppliers in bulkChange the main supplier on multiple items at once by exporting them to a spreadsheet, editing the supplier and cost, then reimporting.
- Managing items on quotations, jobs/orders, etc.Add items to quotations, jobs and orders from the item list or as one-off items, and save one-off items to the item list later or straight away.
- 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 in Zigaflow
- 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 a quotation, job/sales order, etc.Convert an item on a quotation or job/sales order into a kit, choose its pricing method, add kit items and drag in more items later.
- Add a kit to a quotation, job/sales order, etc.Add a kit to a quotation, job/sales order, or similar record by searching for it in Add items, setting the quantity, and clicking Add.
- 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 a 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 listChange a kit's price from the Prices tab, or update kit item prices so the overall price on quotations and jobs reflects the change.
- Importing item kitsBulk import items into kits from the import center using the template, with columns for kit code, kit item code, quantity and hidden status.
- 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 PDFsChoose how kits appear on your PDFs: show every kit item, hide the items, or show item details and images on the kit header line.
- 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 and buildable quantitiesZigaflow 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
Set attributes per item, such as colors, sizes and grades
- Adding attributes to a PDF documentFind item attribute variables in a document template, add them to your PDF layout, and preview how they show for items with that attribute.
- Setting up item attributesCreate item attribute fields such as dropdowns, apply them to specific items, edit them on quotes, and show them on PDF document templates.
Variants
Manage items and SKUs based on a common base variant
- Creating a variantCreate a base variant, add option sets such as color or size, and generate the related SKUs and items with their codes, prices and costs.
- Using variants on a quotationAdd a variant to a quotation, pick its options to add the matching SKU, and later switch the item to a different variation.
- 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 variantAdd an item or SKU that already exists to a variant in Zigaflow by setting the option value, then linking the item to its option, such as color.