Create an item
- Open sidebar Items > Item and click the add button (
/items/new). - Enter Code, Name, English Name and Description.
- Choose Item Group, Type, Unit and VAT %.
- Enter prices (Retail, Wholesale) and keep Is Active on.
- Save. Click a row to open the detail page. The grid also shows Stock and Available.
Reference lists (Item References)
| List | Used for |
|---|---|
| Item Group | Grouping items |
| Type | Kind of item |
| Unit | Unit of measure |
| Vat | VAT rates |
| Remarks | Standard remark texts |
| License | License definitions |
Fill them before creating items so the dropdowns have values.
Lost To
Lost To lists the reasons or competitors for a lost deal. Add one with the add button (name, Type, Comments, Is Active). When a CRM record is marked lost you can select a Lost To value, and Statistics reports on it.
Tips
- Deactivate items you no longer sell instead of deleting them.
- Code your items consistently; the grid filters on Code and Name.