Items
Overview

The Items sidebar group manages the products and services you quote and sell.

Sidebar itemWhat it isPage
ItemProduct and service catalogueItems and reference data
Lost ToReasons or competitors for lost dealsItems and reference data
Item ReferencesGroup, Type, Unit, Vat, Remarks, LicenseItems and reference data

Flow

  1. Fill the Item References lists.
  2. Create Items.
  3. Use items on Quotations and orders.
  4. Record a Lost To value when closing a lost CRM record.
Quotations & ordersItems & reference data