2 Ways to create a new catalogue item from a line item or from the catalogue
Create a catalogue item from a line item
In an document
Purchase Orders
Supplier Invoices
Credit notes
Requests for Quotations
Create a line Item and populate
Product Code
Unit
Description
Unit Price
Then click "+Add"
Select the Category the item will belong to
Select the Subcategory ( if one exists )
Add or create a tag
Select a project if this price is specific to one project
Add a reference ( ie Quote Number ) if there is a project specific price
Note : Reference is used to identify where the project specific price came from
Click "Save"
Once saved, the Line item will update to show it category
Create a catalogue item from the catalogue
Go to the required category
Click "+ New Catalogue Item"
Populate the form as per below details
Category | This will be selected from your chosen catalogue |
Sub Category | If one exists |
Supplier | Select the supplier this item comes from |
Product Code | Required field |
Existing Tag | Select an existing tag |
Enter a New Tag | A new tag ( a tag is another description for this item ) |
Description | Enter your product description |
Quantity Unit | Each, Bag, roll, m2 etc |
Unit Price | Price for 1 item |
Default Tax Rate | Tax rate to be used for this item |
Default Account | Used when posting to an accounting software |
Click on "Save Catalogue Item"
Note: Catalogue items are stored with a default unit price. If your price is specific to a particular project see our project specific prices article here.