In this article, we will learn how to add items (Products/Services) while creating documents.
You can add items either as Individual/Package Items OR you can add them as Group of Items.
Let’s see how:
Adding Individual/Package Items:
A) Adding Existing Items/Packages
If the item/package already exist in your inventory, you can simply Search and Add them:
As you see, as you select & add an item, the system will automatically fill fields like quantity, rate, amount, unit, and warehouse from your inventory data. If you want to edit them, you can do that as well.
B) Adding New Items
If the item does not already exist in your inventory, you can add it manually add a new item as well.
Just type the item name, quantity, rate, and other information in the line-item fields to proceed. Once the document is saved, the newly added items will automatically be added to your inventory for future use!
Want to add Package Items? Check out this help article>
2. Add Items in Groups
If you are dealing with different types of product/service that are unique in nature, you can use “Item Groups” to make the document more easy to grasp for your clients.
For example, a digital marketing agency has created two different item groups for their two different services - “Website Developement” and “Social Media Marketing”:
To add items in a group, just click on “Add New Group”, write the Group Name, and enlist the product/service you want to add in that group:
That’s It!
In case you still have questions, reach out to us at care@refrens.com or contact us via live chat support for quicker assistance.