Product/Item Management
8 guides
Allow Users to Self-Issue Items
This guide explains how to enable users to self-issue items through a portal. It covers steps to allow item viewing and incorporates an 'Items Issued' field in relevant ticket types. Users can browse and select items necessary for resolving incidents or making new requests. Additionally, a catalogue view can be enabled for user-friendly navigation, and items can be restricted to suit specific services. The guide also describes showing a summary screen for users to review their selected items before submitting a request.
Assets Vs Items
Automating Product Changes and Updating Recurring Invoices
The article provides a guide on automating product changes for recurring invoices. It covers enabling product changes, updating product names, and managing previous value matching. Users can opt for automated updates for all or non-bundled invoice lines, or use a pop-up to select specific lines each time a change occurs. Options include forcing changes without value matching, and managing bundled product updates to customize pricing per customer. These features help streamline invoicing and ensure pricing accuracy based on product configuration changes.
How to add Images to Quotations
Items/Products
This article provides a guide on managing products and services in a system. It covers creating product groups for organization and categorization, assigning defaults, setting billing information, and creating new products. The guide explains how to handle serialized and non-serialized items, track stock, and link products to projects, contracts, or assets. It also addresses special configurations like excluding products from accounting integrations. Additionally, the article includes instructions on importing product data via spreadsheets, allowing for price updates and item overrides.
Product Bundles
This article provides a comprehensive guide on setting up and managing product bundles. It covers the creation and categorization of product bundles, explaining their use for efficiently adding multiple related products to invoices or quotations. The guide includes instructions for configuring bundle settings, automatically updating bundle prices, and customizing bundle templates. Administrators can create and organize bundles and categories, use bundles in transactions, and ensure prices remain updated across invoices. Additionally, options for customizing the appearance of bundle information in PDFs and quotations are detailed.
Product Price Overrides
Tiered Pricing
This article explains tiered pricing, which allows prices to change based on quantity ordered, providing discounts for larger orders. It covers setting up tiered pricing in a system by enabling the feature in a product's settings and selecting a pricing method. Volume-based pricing charges all units at a specific tier rate, while tier-based splits pricing across tiers. The article describes how this affects quotations, sales orders, and invoices, and mentions compatibility with recurring invoices starting from version 2.206.