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Items

The “Items” directory contains products and services that are used in document lines (orders, shipments, invoices, bills, etc.).

Products and services — what is the difference​

Items are divided into two main types:

  • Products — material items that usually participate in inventory accounting.
  • Services — work and services that do not require storage and do not create stock.

The separation is needed to:

  • correctly perform inventory operations (if the inventory contour is enabled);
  • store product-specific attributes (e.g., weight, volume, country of origin — if used);
  • simplify selection in documents and analysis.

When to create a “product”​

Create a product if the item:

  • is received into inventory and/or shipped from inventory;
  • requires stock control, reservation, lots/serials (if used);
  • has physical characteristics important for logistics (weight/volume).

Examples: raw materials, components, finished goods, consumables.

When to create a “service”​

Create a service if the item:

  • is work/service and is not stored in inventory;
  • must not create inventory movements;
  • is accounted for in documents as a service (the quantity unit is “hour”, “service”, “job”, “shift”, etc.).

Examples: delivery, installation, repair, consulting, rent.

Before creating items​

It is recommended to fill in advance:

  • Units of measure (at least basic ones);
  • Categories if you plan to group items.

Item list​

The list typically shows:

  • Name;
  • ID;
  • Type (if used);
  • Category;
  • Unit of measure.

If archiving is available, use the “Active” / “Archived” filter.

Item card​

Typical fields:

  • Name;
  • Type (if used);
  • Full name (if maintained);
  • Category;
  • Unit of measure;
  • ID (can be filled automatically);
  • Reference (if used);
  • Description;
  • Archived.

Inventory settings​

If the inventory contour is enabled in the system, additional parameters may be available in the item card on the Inventory tab:

  • Weight and Volume;
  • Inventory SKU and Coefficient (used for automatic recalculation and accounting of the current item's stock through another base item). For more details, see the Inventory SKUs section.

Also, conversion coefficients for packages can be configured for items (on the Units of measure tab), and default packages can be selected on the Purchases and Sales tabs. This allows for the use of the packaging accounting mechanism directly in documents.

Filling recommendations for products​

  • Make sure Category and Unit of measure are selected (e.g., “pcs”, “kg”, “m”).
  • If your configuration has Weight, Volume, Country of origin — fill them for products when those attributes are used in logistics, marking or reporting.

Filling recommendations for services​

  • Choose a unit of measure that reflects the service scope (e.g., “hour”, “service”, “job”).
  • It is convenient to include the delivery format/composition in the name (e.g., “City delivery”, “Installation (1 hour)”) so the service is unambiguous when selecting.

Comments and history​

If comments/history are enabled in the configuration, the card may contain a tab with comments and/or change history. This is useful for recording agreements and reasons for adjustments.

Maintenance practice​

  • Use a consistent naming style for active items.
  • If an item is no longer sold/purchased, archive it so it does not appear in selection for new documents.

Typical mistakes​

A service was created as a product​

As a result, the service may start behaving like an inventory item (e.g., stock expectations or incorrect logic in documents).

Recommendation: create a correct item as a service, switch processes to it, and move the incorrect item to Archived.

A product was created as a service​

As a result, you may miss stock control and inventory operations.

Recommendation: create a correct item as a product and use it in documents where inventory accounting is required.