Invoice items

List of paragraphs:

Module Invoice items helps you keep items information and see their balance.

Invoice items list

To see invoice items list, use module Invoice items:

To find invoice item, use Search:

Groups

Click Groups to create a group for items:

Enter group name and press New group:

Creating new item

1
Press New item:

2
Fill in the fields:

3
Enter item balance and critical balance in warehouse. When critical balance is reached, total balance will become red both in items list and in item profile. Moreover, warehouse assignee will receive system notification and email about reached critical balance.
4
If product consists of several other items, mark it as Product:

5
Press Save.
6
Choose to edit product and mark, which items belong to it. When adding an item, click blue tick:

7
The program will automatically count balance not only of the product, but also of the added items.

Reviewing an item

To review an item, choose group and then item – you will see detailed information and item’s balance:

Editing and deleting

To edit or delete invoice item, use Options:

Also use button Actions when reviewing item:

Invoice items import

There is a possibility to import invoice items to Hanna CRM system from csv, xlsx, xls format files. Select module Invoice items and press import:

Choose file and press Parse import file:

Map system fields with information in your file and press Import:

Price level groups

Invoice can have different price level groups.

1
First of all, create price level groups. Choose Setup > Module settings > Price level groups and click New value.
2
Enter name and press Save. To edit or remove value, use Actions menu.
3
You may also mark default value.

Select module Invoice items and mark item price according to its price level group. Then go to contact profile and select Sales > Pricing to indicate which price level group should be applied for that contact.

When you create sales document (proposal, invoice) and select items, price will be shown according to contact price level group.

To follow balance, you need to create warehouses. Check this article.

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