Items screen
The Items screen allows you to create, read, update, and delete (CRUD) item data. You can also filter, import, and export items via XLSX.
This screen follows the shared Common Screen Patterns for editing, filtering, sorting, and import/export. Only what's unique to Items is covered below.
Adding an Item
Click the Add button at the bottom to open a modal where you can:
- Enter item information
The item amount is always recorded in the selected currency. The currency is attached once when the item is added to a quote or invoice. Changing the quote/invoice currency will not automatically convert existing item amounts.
Editing / deleting an Item
Each item also shows the number of invoices and quotes created with it (quotes count is hidden if the layout is disabled in settings).
Filters
Sorting
Import & Export
When importing items from XLSX, if a unit or category name is provided and does not already exist in the system, it will be automatically created.
