Item Preferences
Let’s have a look at the various settings you can configure for the Items module in Zoho Books.
IN THIS PAGE…
Basic Settings
To configure preferences for the items module:
- Go to Settings and select Items under Items.
- Under the General tab, the following preferences will be provided:
- Set a Decimal Rate for your item quantity. By default, the decimal rate is set as 2.
- Check the option Allow duplicate item names if you want to create multiple items with the same name.
- Check the option Enable HSN Codes for items so that you can provide the HSN Code while creating an item.
- Check the option Enable Price Lists to start creating and managing price lists for items you create in Zoho Books.
- Check the option Apply price list at line item level if you want to apply price lists to individual line items in a transaction.
- Check the option Enable Inventory Tracking if you want to track inventory for an item.
- The date will be displayed near Inventory Start Date. Click Change to provide a different date to track inventory in your organization.
- Check the option Prevent stock from going below zero, so that you cannot create transactions with an item that is out of stock.
- Check the option Show an Out of Stock Warning when an item’s stock drops below zero so that you’ll get notified when you create a transaction with the item that is out of stock.
- Check the option Notify me if an item’s quantity reaches the reorder point so that you’ll be notified when the item reaches the reorder point you had provided at the time of creating an item.
- In the Notify to field, the organization email id will be selected.
- Check the option Track landed cost on items to track the additional costs of an item in a transaction.
- Click Save.
Field Customization
In Zoho Books, the Items module includes default fields such as Selling Price, Purchase Price, Item Image, and SKU, which can be configured. You can set user-level access for these fields or perform various actions on them.
To view the default custom fields:
- Go to Settings and select Items under Items.
- Switch to the Field Customization tab.
The list of default fields will be displayed. You can also create custom fields to get additional information about the items you create in Zoho Books.
To create a custom field:
- Go to Settings and select Items under Items.
- Click + New Custom Field in the top right corner.
- In the New Custom Field page, enter the required details and click Save.
Learn more about custom fields.
Configure Access
You can configure different levels of user access for certain default or custom fields. Here’s how:
- Hover over the required default or custom field, click the Dropdown icon next to the field, and select Configure Access from the dropdown.
- In the pop-up that appears, set the desired level of user permissions and click Save.
Other Actions for Custom Fields
There is a list of actions you can perform with the default fields of the Items module:
- Mark as Inactive: If you want to disable the field permanently, you can mark the field as inactive.
- Mark as Active: If you want to use the field in the Items module, you can mark it as active.
- Show in all PDFs: If you want to display a field in the transaction PDFs, you can click Show in all PDFs.
To perform these actions under the Field Customization tab:
- Hover over the required field.
- Click the Dropdown icon next to the field and select the required action from the dropdown.
Custom Buttons and Links
You can create new buttons in the Items module to perform specific actions for your transactions or to open external links. These buttons can be created using Deluge script and configured to execute actions based on the functions you add. Learn more about Custom Buttons and Links.
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