- Title
- Customer Vendor Categories
- Tags
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ConfigurationsInvoice ConfigurationsAccounts Report Type
Items
Introduction
The Items Page is designed to help administrators manage and oversee product details effectively. It includes options for filtering, reviewing, and managing items in a structured table view.
Table Columns
- Name: The name of the product.
- Type: Indicates the type of product (e.g., Default, Consumable).
- Category: Specifies the category the product belongs to.
- Current Step: Describes the next action or phase required for the product.
Key Features
- Entries Per Page: Displays up to 5 entries per page for easy navigation.
- Pagination: Use "« ‹ 1 › »" buttons to browse through product records.
- Delete Selected: Enables removal of specific products from the system.
Filtering Products
- Click Filter at the top of the page.
- Apply filter options:
- Product Name
- Product Type
- Click Search to update the table based on the selected filters.
Creating a Product
- Click Create to begin a new product entry.
Fields and Their Descriptions
- Name: Enter the name of the product.
- Unit:
- Specify the unit of measurement for the product (e.g., piece, kilogram).
- Indicate whether the product can be sold or purchased.
- Type: Select the product type from the dropdown list (e.g., Default, Consumable).
- Vendor:
- Choose an existing vendor from the dropdown list.
- Use Add Vendor to input new vendor details.
- BarCode: Enter the barcode for the product, if applicable.
- Category: Select the category the product belongs to from the dropdown list.
- Sales Price: Specify the price at which the product will be sold.
- Tax: Indicate the applicable tax percentage.
- Cost: Enter the cost of the product.
Actions
- Save: Save the product details for further editing or review.
- Back To List: Return to the main products list without saving changes.
Tips for Efficiency
- Regularly review products in the Draft status to ensure timely processing.
- Use filters to quickly locate specific products, especially for large datasets.
- Double-check product details for accuracy.