Products and services are items that your company buys or sells. Thus, products and services are both ordinary items and stock items that are bought in and resold, for example.
In Susan.one, there can be three types of items:
To review your items, navigate to Inventory > Product and services. Once there, you’ll see a list view of all existing items.
You can filter items by product group or search items by name or code
To add a item, follow these steps:
There is a lot of details you can insert into the item.
|SKU||OPTIONAL||Unique number to internally track a inventory|
|product group||OPTIONAL||Item product group|
|type||MANDATORY||Product, service or stock item|
|description||OPTIONAL||A description of the item that will appear on the documents|
|purchase price||OPTIONAL||Item purchase price|
|sale price||OPTIONAL||Item sale price|
|VAT rate||OPTIONAL||Item vat rate|
|sales account||MANDATORY||Account used for sales|
|purchase account||MANDATORY||Account used for purchase|
|inventory account||MANDATORY *||Mandatory for stock items. Account used for inventory|
To edit the item, follow these steps:
To delete the item, follow these steps:
If you need to enter multiple items at once, you can create an import file to import the products and services into the Susan.one.
Supported import file type is MS-XLSX (*.xlsx) file. Data is imported only from the first sheet.
Import file first sheet must look like following:
|Name||SKU||Manufactorer||Type||Description||Purchase price||Sale price||VAT||Sales account||Purchase account||Inventory account|
To import items, follow these steps:
Import result is displayed after the importing procedure.
The row where the requirements are not met are skipped