List of paragraphs:
- Invoice items list
- Creating new item
- Reviewing an item
- Editing and deleting
- Invoice items import
Module Invoice items helps you keep items information and see their balance.
To see invoice items list, use module Invoice items:
To find invoice item, use Search:
Click Groups to create a group for items:
Enter group name and press New group:
- Press New item:
- Fill in the fields:
- 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.
- If product consists of several other items, mark it as Product:
- Press Save.
- Choose to edit product and mark, which items belong to it. When adding an item, click blue tick:
- The program will automatically count balance not only of the product, but also of the added items.
To review an item, choose group and then item – you will see detailed information and item’s balance:
To edit or delete invoice item, use Options:
Also use button Actions when reviewing item:
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:
To follow balance, you need to create warehouses. Check this article.