Products, items and catalogue records
Create products, variants, attributes, pricing, taxes, images, tags, custom fields and catalogue relationships.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Open the item catalogue
Use the item list, filters and row actions.
Create an inventory item
Create a product with code, description, unit, group, price, tax and inventory controls.
Edit an inventory item
Update an existing product while preserving linked stock history.
Delete an eligible inventory item
Use the item delete action only when the module and linked CRM data permit it.
Prevent duplicate item codes and SKUs
Use the live duplicate checks before saving a product or variation.
Set and search item codes
Enter a unique commodity code and use parent/item searches that depend on it.
Manage short and long descriptions
Store the catalogue name and long description used in documents and searches.
Assign product units
Select a configured unit and understand its use in quantities and documents.
Configure commodity types
Create, edit and delete product types available to item records.
Configure commodity groups
Create, edit and delete top-level product groups.
Configure product subgroups
Create, edit and delete subgroups linked to parent groups.
Configure product sizes
Create, edit and delete size values.
Configure product styles
Create, edit and delete style values.
Configure product colours
Create, edit and delete colour values.
Configure model or body values
Manage the body/model-style lookup that remains exposed in settings.
Assign and remove item tags
Attach CRM tags to products and remove selected tag relationships.
Upload product images
Attach product images, choose the image used by documents, and handle missing-image fallbacks.
Copy a product image
Use the implemented image-copy action for related products or variations.
Delete a product attachment
Remove an eligible item image or attachment without deleting the product.
Configure warehouse item custom fields
Create custom fields available to inventory records.
Complete item custom fields
Enter configured inventory-specific custom-field values on a product.
Show item custom fields on PDFs
Enable supported custom fields for inventory PDF output.
Set purchase price
Enter or calculate the item purchase cost used in valuation and pricing.
Set sale price
Enter the selling price used by invoices and reports.
Calculate sale price from purchase cost
Use the profit-rate and rounding controls to derive the selling price.
Configure sale-price rounding rules
Set integer, fractional and rounding behaviour used by price calculations.
Assign item taxes
Select tax rates and understand the module’s tax-change recalculation actions.
Set minimum and maximum inventory
Store item-level warning and maximum quantities.
Set warranty periods
Configure warranty duration used in serial-number and warranty reports.
Create product variations
Add variation combinations and inherit data from a parent item.
Create a variation from a parent product
Select a parent product and generate variation rows from its attributes.
View complete item inventory detail
Review balances, receipts, deliveries, serials, attachments and activity for one item.
Review and add item activity notes
Add supported inventory activity and remove eligible activity entries.