Items
A practical guide to the Item and service catalog.
- Item list, categories, filters, and viewsCatalog search, categories, columns, filters, templates, and key actions.
- Creating, editing, and copying a serviceCard type, key fields, warehouses, languages, editing, and copying.
- Prices, Cost, and Price LevelsBase price and minimum price, VAT, cost price, percentage lines, and customer pricing.
- Items card, tabs, and actionsCard overview, tabs, history, copying, and deletion limits.
- Stock levels, warehouses, and critical quantityWarehouse balances, critical quantity, movement history, and sales control.
- Reservations and Incoming ItemsMeaning of reserved and ordered quantities, available balance, and status management.
- Sets, categories, and related itemsCatalog hierarchy, kit components, and recommended additional items.
- Files, photos, and sales documentsMain image, technical files, attachment sending, and document fields.
- Items connections, import, export, and integrationsConnections with sales and inventory modules, data uploading, and connector limits.
- Items settings, permissions, and the customer portalClassifiers, inventory options, numbering, roles, organizations, and the portal.