Item Manager

The Item Manager is a powerful tool designed to efficiently manage products and services, ensuring seamless integration with invoicing and accounting features.

Key Features

Item Types:

• Items can be categorized as either Goods or Services, allowing businesses to differentiate between physical products and non-tangible offerings.

Tax Configuration:

• Ability to assign a tax type to each item, ensuring accurate tax calculations during invoicing.

Item Details & Pricing:

• Unit: Define the measurement unit for goods (e.g., piece, kg, liter) to ensure consistency in transactions.
• Price: Set the default price for each item, which can be adjusted within invoices if needed.
• SKU (Stock Keeping Unit): Assign a unique identifier to each item for easy inventory tracking.
• Barcode: Attach a barcode to streamline inventory management and point-of-sale processes.
• Source Currency: Specify the currency in which the item’s price is originally set, ensuring accurate multi-currency invoicing and conversions.

Item Selection & Invoice Integration:

• Choose Multiple Items: While creating an invoice, users can select multiple items from the Item List, allowing efficient itemized billing.
• Quick Item Creation from Invoice Panel: If an item is not already listed, users can create a new item directly from the invoice panel, ensuring a seamless workflow.
• Seamless Integration with Invoicing: Selected items automatically populate the invoice with pre-configured price, tax, and currency details.

Item Management & Workflow:

• View and manage complete item profiles, including name, type, SKU, Barcode, pricing, and currency details.
• Supports multi-currency transactions, allowing accurate conversions based on the source currency.
• Easily update or modify item details to reflect changes in pricing, tax, or unit of measurement.

The Item Manager simplifies inventory tracking, pricing, currency handling, and tax compliance, making it an essential component for efficient invoicing and financial management.