Items

The "Items" feature within the commerce module serves as a comprehensive tool for managing and interacting with the inventory of items that your business offers for sale. It helps streamline sales processes, maintain accurate records, and facilitate efficient customer transactions. 

Here's how you can use the provided features:

1. Number of Rows to Show Dropdown: This dropdown allows you to choose the number of items displayed per page, helping you manage the amount of information visible at once.

2. Search and Filter: This feature enables you to quickly locate specific items based on their attributes, such as description, rate, taxes, unit, and group name. You can use search terms or apply filters to narrow down the displayed items according to your requirements.

3. Export Option: You can export the displayed item data to a file, such as a spreadsheet (e.g., CSV, Excel), for offline analysis, reporting, or sharing with other team members.

4. Refresh Icon: Clicking the refresh icon updates the displayed item list, ensuring that you have the most up-to-date information without having to navigate away from the page.

5. Manipulation - Delete All Data Icon: This icon provides a powerful option to delete all the item data. However, use this cautiously, as it permanently removes all item records and can have significant implications for your business operations.

6. Grid Columns:

• Checkbox to Select Any Value: This checkbox allows you to select specific items for bulk actions, such as editing details or deleting.

• Description: This column displays a short description or name of the item, making it easy to identify each product.

• Long Description: This column provides more detailed information about the item, which can be helpful for internal reference or providing additional context to customers.

• Rate: The rate column shows the price at which the item is sold. This helps in quick price referencing during sales.

• Tax 1 and Tax 2: These columns display the applicable tax percentages for each item. This ensures accurate tax calculation during transactions.

• Unit: The unit column indicates the measurement unit in which the item is sold (e.g., pieces, kilograms, liters).

• Group Name: This column categorizes items into groups or categories, which aids in organizing your inventory for easier management and browsing.

Figure 1 Invoice Items

The "Add New Item" feature within the "invoice items feature" section of the sales module allows you to create and add new items to a sales invoice item. Each item has various attributes associated with it, as described in your provided list.

Here's how you would use this feature step by step:

• Item Description: Enter a brief description of the item you're adding. This description should give a clear idea of what the item is.

• Long Description: If needed, provide a more detailed and comprehensive description of the item. This can help provide additional information to clients or colleagues.

• Rate - CHF (Base Currency): Specify the rate of the item in CHF (Swiss Francs) or the base currency of your system. This is the initial price before any taxes or discounts are applied.

• Tax 1 and Tax 2: If there are multiple tax levels applicable to this item, select the appropriate tax rates from the available options. Tax 1 and Tax 2 could represent different tax percentages or categories.

• Unit: Choose the unit of measurement for the item. This could be items, hours, kilograms, etc. It helps provide clarity on how the item is quantified.

• Item Group: Categorize the item by assigning it to a specific group or category. This grouping can help with organization and filtering in the future.

Actions

Save: To save the item upon checking all mandatory items

Cancel: Nothing will happen, pop-up will cancel.

Figure 2 Invoice New Items