Managing Items

Once your items are set up, you can view, edit, and organise them from the Items list.

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The Items List

Go to Items in the sidebar to see all your products and services. Each row displays:

• Name
• Unit
• Rate (selling price)
• Purchase Rate (buying price)
• Tax (default tax rate)

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Editing an Item

1. Click the ⋮ menu on the item row
2. Select Edit
3. Update the fields
4. Click Save

Editing an item does not change any existing invoices or bills that used it previously.

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Deleting an Item

1. Click the ⋮ menu on the item row
2. Select Delete
3. Confirm

Items that have been used on transactions cannot be deleted. You can rename or repurpose them instead.

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Searching Items

Use the search bar at the top of the Items list to filter by item name.

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Using Items on Documents

When creating or editing an invoice, bill, estimate, or any other document:

1. Click on the Description field in a line item row
2. Start typing the item name
3. Select from the dropdown suggestions
4. All item details (name, description, rate, unit, tax) are auto-filled

You can still override any field on the document without changing the saved item.

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Best Practices

• Be specific with names — "Web Design - Homepage" is better than "Design". Clear names make invoices easier to understand for clients.
• Set default accounts — Assign sales and purchase accounts to each item so transactions are automatically coded to the right account.
• Use units consistently — Agree on your unit abbreviations (hrs, pcs, kg) and use them everywhere for cleaner reports.
• Keep your catalogue tidy — Periodically review your items list and remove anything that's no longer used.