Create and Manage Items

Modified on Thu, 1 Aug, 2024 at 11:38 AM

What is an Item

An Item is a product or a service offered by your business.

Create an Item

1. In the side navigation, locate the "Items" tab.

2. Click on the "New Item" button located at the top-right corner of the screen.

3. Complete the required information, and click on the "Confirm" button.

Input	Description
Name	The unique identifier for the item or service. Should be clear and descriptive, e.g., "Organic Cotton T-Shirt" or "Deluxe Cleaning Package."
Description	A detailed narrative providing information about the item or service, including features, benefits, and specific details. For products, mention material, size, and special characteristics; for services, outline what is included and any limitations.
SKU	A unique code used to identify and track the item in inventory, aiding in stock management and quick reference. Even for services, an SKU can assist in organization and reporting.
Sales Price	The cost at which the item or service is being sold, excluding taxes or additional fees. Clearly indicate if the price is fixed or if discounts apply.
Categories	The classification or grouping under which the item or service falls, aiding in organization and helping customers find items. Categories can range from broad (e.g., "Apparel") to specific (e.g., "Men's T-Shirts").
Taxes	The applicable tax rate or amount for the item or service, including any sales tax, VAT, or other applicable taxes. Specify if the tax is included in the displayed price or added at checkout.

View, Edit, Duplicate, or Delete an Item

1. In the "Items" screen, locate the item.

2. Click on the ellipsis menu located on the right of the row, and select the desired option.

Manage Items in Bulk

Bulk actions are helpful when you need to apply the same action to one or more items in bulk, like duplicate or delete:

1. In the side navigation, locate the "Items" tab.

2. Click the checkbox on the left of each row to select the items you want to manage. A panel will appear at the top of the page, indicating the number of items selected and displaying the bulk action options available.

3. Click on any of the action buttons at the top of the page, such as "Delete," "Export," or "Update."

4. Confirm your action by following the prompts provided.