The Item Object is the foundational element for managing the various products and services that a business handles.
It refers to any product, good, or service that a company stocks, sells, or uses in its operations.
The Item Object captures all the critical data related to these products, including their descriptions, stock levels, pricing, and associated suppliers.
» Process to register item individually
1: Go to Item Module and select Items Object.
2: Click create new button.
3: A detailed page will show up. Enter your item information.
- Name: Enter the item name.
- Description: If you want to add any additional details, enter them here.
4: Click the “Add” button of Sales Price to enter the sales price information.
- Currency: Select the applicable currency.
- Price: Enter the planned sales price of the item.
- Tax: Enter the applicable tax of the item.
Toggle on the “Default Price” to set it as default.
5: Repeat the same steps for “Purchase Price”.
6: After you’ve entered the necessary information, click Create Item Record.
7: The item information you’ve entered will show up at the Items record table.
8: If you click the ITEM ID or NAME, the detailed item information will be shown in the drawer. You can edit or set new properties if necessary.
How to edit registered item information
1: Click on the "Item ID" or "Name" to display the details, and you can edit or update the information as needed.
2: If you’ve finished changing the information, click update button.
How to archive and activate item records
Using the archive function allows you to delete registered items from the view.
1: Click the tick-box of the item record you want to delete and select "Archive" button.
2: The selected record will be disappeared from the view.
3: The activate the archived record, click the hamburger menu and select archived.
4: The archived record will appear.
5: Click the tick-box of the item record then click “Activate” button to restore the record.