Items (Products & Services)
How to add, edit, delete and manage
24 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
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