Create products and services
Maintain reusable descriptions, rates, tax defaults and item groups for sales documents.
Feature pathSales → Items → New Item
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What this feature does
Maintain reusable descriptions, rates, tax defaults and item groups for sales documents. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Step-by-step workflow
- Open Sales → Items → New Item and select the new or add action.
- Choose the correct related customer, contact, project or other parent record where the form requests one.
- Complete the required identity, ownership and date fields for the finance.
- Add financial, status, visibility or permission information that applies to the workflow.
- Add clear notes, content, line items or attachments so another authorised user can understand the record.
- Review validation messages and client-visible information, then save.
- Open the saved record, confirm the status and activity entry, and perform the next workflow action only after review.
Important fields and decisions
Name or referenceConfirm this information is accurate and appropriate for the record.
Date or effective periodConfirm this information is accurate and appropriate for the record.
Amount or rateConfirm this information is accurate and appropriate for the record.
Status or visibilityConfirm this information is accurate and appropriate for the record.
NotesConfirm this information is accurate and appropriate for the record.
Checks before completion
- Use consistent naming.
- Review downstream reporting impact.
- Test new finance settings on a draft transaction.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:invoicepaymentexpensechecktaxcurrencyapprovalsales accountingserviceclient portalnotificationscustomers
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