The Items feature in Nexved CRM allows you to create predefined items that will streamline the process of creating invoices, estimates, proposals, and credit notes. Here's how you can set up and use items in your CRM.
Create a New Item
To create a new item, follow these steps:
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Navigate to the Items Section
From the main admin menu, go to Sales → Items and click the New Item button located at the top left. -
Fill in Item Information:
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Description: Provide a short heading or title for the item.
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Long Description: Offer a more detailed description of the item for better clarity.
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Rate: Enter the total cost for this item (excluding taxes).
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Tax: Select the predefined tax for the item. This tax will automatically apply when creating invoices, estimates, proposals, or credit notes.
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Unit: If applicable, specify the unit for the item (e.g., lots, kg, etc.).
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Item Group: If you have many items and need to organize them, you can assign the item to a predefined group. To create groups, click on the Group button at the top left of the screen.
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Save the Item
After filling out the necessary details, click Save to store the item information.
Important Notes:
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After an item is linked to a transaction (e.g., invoice, estimate, proposal), changing the item's details will not affect the existing transactions that include this item.
Linking Items to Transactions
Here’s an example of how to link an item to a transaction (such as an invoice):
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Navigate to Invoices
Go to Sales → Invoices and click the Create New Invoice button. -
Add the Item
In the invoice creation page, you’ll find the Add Item dropdown at the top left. Select the predefined item you wish to add from the dropdown. This will automatically insert the item into the preview area without needing you to manually fill out all the item details.