Wiki

Searchable • Contextual • Onboarding
☰ Wiki sections

Items Table

Most of the accounting transactions show the items table where users can insert inventory items, assembly items or services they are going to sell or purchase.

While adding the line items, all the saved products/services will be populated when you type in either the number of the item or the name of the item. Then you can choose the item from the populated results. Other details will be automatically filled up by the system like description, price, unit of measurement (U/M), sales accounts and so on.

All fields are editable there. You can change the description, price, quantity and sales account. You can add discount and tax if applicable.

By default there are 5 line items shown, if there are more than 5 line items which you would like to add, the system will add more lines once you fill the last line.

There are also delete and add icons to the last column.

The drag and drop option is available to change the order of the items.

The PDF version of the form also shows the same order you see in the web form.

 

Created by Aziza Israilova, 
December, 2018
See also