Products, items and catalogue records

Inventory & Warehousing Management System

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.