Item Preferences

In this help document, you’ll learn about the preferences you can configure in the Items module.

To access the Preferences page of the Items module:

Go to Settings in the top right corner of the page.
(OR)
Click Settings on the left sidebar.
Click Items under General.

General Preferences

In the General tab, you can configure the following preferences:

Decimal Rate for Item Quantity

The decimal rate for item quantity comes into play when you are creating transactions. By default, this rate is two. You can select any decimal rate of your choice.

Duplicate Item Name

If you want to create or import multiple items with the same name that may have varied specifications, like size and color, you can check the Allow duplicate item names option. Let’s look at a scenario to understand how this feature can help you.

Scenario: Zylker Electronics sells a laptop named Zylker Laptop Pro, available in two colors: Silver and Metallic Blue. Although the model name remains the same, each color variant is assigned a unique SKU for efficient tracking of the items.

Prerequisite: Before you can enable duplicate item name, you will have to mark the Stock Keeping Unit (SKU) field as active and mandatory.

To enable SKU for items:

Click the Field Customization tab.
Hover over the SKU field and click the dropdown next to it.
Select the Mark as Active and the Mark as Mandatory options. The SKU field will be made active and mandatory.
Click Show all items without SKU.
Enter the SKU for each item listed and click the Tick button next to the SKu field of the item.

Note: You can also export these items, enter the SKU manually, and import them. To export, click Export the items in the banner at the top of the page.

Custom Fields

If your business requires additional fields beyond the pre-defined fields in the Items module, you can create additional fields using Custom Fields.

Validation Rules

If you want to set restrictions on creating or updating items, you can use Validation Rules.

Custom Buttons and Custom Links

Custom Buttons allows you to perform specific actions to items when the button is clicked. Custom Links opens an external link. You can create them using a deluge script and execute actions based on the functions you add.

Related Lists allows you to fetch and view data from within the app as well as from other third-party services. This comes in handy when you want to cross-reference data from different entities.