Items

Overview

This interface is designed to manage and track product information efficiently, providing details about various items and their categories.

1. Product Records

• Displayed Fields:
  • Name: Name of the product.
  • Type: Specifies whether the product is tangible or intangible.
  • Category: Classification of the product (e.g., Consumable).
  • Current Step: Indicates the current stage in the product's lifecycle (e.g., Default vendor sourcing).

2. Record Controls

• Entries per Page: Adjust the number of product records displayed per page (default is 5).
• Pagination Controls: Navigate between pages using the controls at the bottom of the table.
• Delete Selected: Select and delete specific product records from the list.

3. Creating Products

• Create Button: Click this button to add a new product to the system.

To add a new item:

1. Fill in the required fields:
   • Name: Enter the name of the item.
   • Unit: Specify the unit of measurement for the item.
   • Can be Sold: Indicate whether the item is available for sale.
   • Can be Purchased: Indicate whether the item can be procured.
   • Type: Select the type of item from the dropdown menu.
   • Vendor: Choose the vendor associated with the item.
   • Barcode: Enter the barcode, if applicable.
   • Category: Select the category from the dropdown menu.
   • Sales Price: Specify the selling price of the item.
   • Tax: Provide the applicable tax rate.
   • Cost: Enter the cost price of the item.
2. Click Save to finalize the item creation.

4. Filtering Products

• Filter Button: Use this button to refine the list of products based on specific criteria.
  • Criteria may include Name, Type, or Product Type.
  • Apply filters to quickly locate relevant product records.

Tips for Efficient Use

1. Regularly review product details to ensure accuracy.
2. Utilize the filter option to streamline searches and quickly access relevant records.
3. Double-check details before deleting any product records to avoid accidental loss of data.