Title
Items
Tags
Items Category

Miscellaneous Category Page Manual

Items

The Items Page is designed to help businesses manage their inventory of tangible and intangible items or services. It allows users to create, organize, and filter product entries, ensuring efficient tracking and categorization.

Items Overview

1. Features

  • Create Product Entries: Add new products with detailed information.
  • Filter Products: Search and categorize products based on specific criteria.
Filter Button

2. How to Create a Product Entry

  • Name: Specify the name of the item.
  • Unit: Define the measurement unit for the item.
  • Can Be Sold / Can Be Purchased: Indicate whether the item is available for sale or purchase.
  • Type: Select the type of item from predefined options.
  • Vendor: Assign a vendor to the item.
  • Barcode: Add a barcode for easy identification.
  • Category: Categorize the item for better organization.
  • Sales Price: Set the selling price of the item.
  • Tax: Specify applicable taxes.
  • Cost: Input the cost price of the item.
Create Item Form

3. How to Filter Product Entries

  1. Locate the Filter option at the top of the page.
  2. Specify your search criteria:
    • Product name
    • Type
    • Category
  3. Click Apply Filter to display matching results.
Filter Products

4. How to Navigate Through Entries

  1. Use the pagination controls at the bottom of the page to switch between pages of product records.
  2. Adjust the display setting to show up to 5 entries per page.
Pagination

5. How to Delete Product Entries

  1. Select the product records you want to delete by checking the boxes next to them.
  2. Click Delete Selected to remove the chosen entries.
  3. Confirm the deletion to finalize the removal.
Delete Entry
Confirm Delete

6. Frequently Asked Questions

  • Q: Can deleted product entries be restored? A: No, deleted product entries cannot be retrieved. Double-check before deletion.
  • Q: What is the purpose of the 'Type' field? A: The 'Type' field categorizes the product as Default, Consumable, or other specified types.

7. Troubleshooting and Support

  • Problem: Unable to create or save a product entry. Solution: Verify that all mandatory fields (Name, Type, and Category) are completed correctly.
  • Problem: Filters aren't returning results. Solution: Ensure the filter criteria match existing entries. Clear and reapply filters if necessary.
  • Problem: Unable to delete selected products. Solution: Confirm the records are properly selected before clicking Delete Selected.

For further assistance, contact [email protected].



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