This is one of the main system catalogs. It contains information about the company goods and materials, products and services. The catalog has a hierarchy structure. You can create and edit it on your own. It is empty by default. To complete this catalog correctly, you may need data from the UOM Classifier, Manufacturers, Warehouses and Companies catalogs. However, you can easily add necessary items to those catalogs without leaving the Items list.

To access the catalog, go to the ‘Sales’ section (see figure below), ‘Purchasing’, ‘Warehouse’, ‘Service’ or ‘Production’.

The schematic showing how to access the ‘Items’ catalog from the ‘Sales’ section

There are no items in the system by default. To learn more about how to create them, see par. Creating and editing items. The 'Main Parameters' tab and the subsequent paragraphs.

As the list is filled and for convenience of work, you can change its display settings. Press the ‘More’ button in the catalog right side toolbar and select ‘Configure list...’ from the drop-down list. To learn more about the lists display settings, see par. Work with the item list.

The hierarchy structure is built using the Create Group button on the catalog toolbar. The number of dependency levels is unlimited. To create a group, enter its description. If the created group is part of another group, please specify the parent group in the Folder field (see figure below). 

Items (create folder) form

You can allocate the items in the folders by dragging (in the same way as in desktop and mobile operating systems: select the item, press and hold the mouse button and drag it to the required folder) and by editing (in the create and edit items form, specify the folder where you want to move this item to).

See also