Items (Products & Services)
How to add, edit, delete and manage
22 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
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