Creating the price list
When creating the invoices, you can use a pre-created price list. It will help you to issue invoices faster.
Searching the product items in the invoice
To create a price list, install the Products application. To do this, expand the applications panel and chose the Get More Apps option.
A path to the Applications page
Installing the Products application
After the application is installed you will be redirected to the page where you can start creating your price list.
This application will also appear in your menu:
If necessary, first fill the Categories and Manufactures fields and create the types of price lists. It can be a price list for retailers or wholesalers.
Tips and Tricks: If you have created several types of price lists, then when creating an invoice, the price type for which you set Ordering 1 will be chosen by default. You can change it later.
Now you can proceed to adding items. To do this, in the Products section, click on Create Item
Fill in the necessary data in the opened side-panel:
- Product or service name;
- Product type. This can be product or service set by default;
- Activity. If the positions are no longer used, but you need to keep their invoice history, you can deactivate them. In this case, they will not be displayed when creating the invoices;
- Desciption, linked to the invoice
Later you can edit previously added items. To do this, simply hover your mouse over the position you need.
All positions can be created both in the application and directly on the invoice. To do this, enter the product name in the invoice line. If it does not appear in the price list, then the Create product button appears. Click on it and fill in the necessary data.
For each item, information will be collected about the issued and paid invoices. The payments’ history can be found in the section "Products and Services" by clicking on the title:
Access rights to Products app
Only Administrator of the application can create a price list and add new items.
A user with an access level Employee can view the entire price list. He cannot change it, delete it or add new items, including the items on the invoice itself.
You can block access to the application to any specific employees. In this case, the user will not be able to enter it and will not see it in the applications panel.
To set the access rights, go to the section Get More Apps → Products
Access rights settings of the Products application