Item library

The Item Library page contains the list of items you can apply filters to. From this page, you can create items, categories, and sub-categories.

To apply filters by Category, Supplier Name, Availability, Quantity in stock, and Color, select options on the Filters drop-down menu.

To sort the list in alphabetical order, select Aa-Zz or Zz-Aa for reversed alphabetical order.

To sort the list by Recently added, Published only, and Price, select an option from the drop-down menu.

To search an item, enter an item name in the Search box.

The Item Library page

How to add a new item

  1. Select Add new item. The modal window will appear.

  2. In the modal window, drag and drop an image or select Browse files to upload an image from your computer.

  3. Select Category from the drop-down menu.

  4. Enter Item Name and Part Number.

  5. Select Type from the drop-down menu.

  6. Enter Description.

  7. If you want to enter additional supplier information, move the Supplier information slider to turn this option on. Tax rate and Sales Price boxes will appear.

  8. If you want to add any document regarding this item, select the Additional files box to upload a file from your computer.

  9. Select Add item.

The Add New Item modal window

Categories

In Categories, you can see items sorted in groups by similar qualities. From this drop-down menu, you can add a new category or a sub-category.

How to add a category

  1. Select Categories. The drop-down menu will appear.

  2. In the drop-down menu, select Add category. The modal window will appear.

  3. In the modal window, enter Name and Description for a category.

  4. Select Summary field required checkbox, if applicable.

  5. To create a property for all items of this category, select Add property.

  6. Enter a name in the Property name box.

  7. Select Required checkbox, if you want to make this box mandatory for an item specification. Add as many properties as you need. To delete a property box, select the Cancel icon.

  8. Select Add.

The Add category modal window

How to add a sub-category

  1. Select Categories. The drop-down menu will appear.

  2. In the drop-down menu, hover over a category you want to add a sub-category to. The actions menu will appear.

  3. In the actions menu, select Add sub-category. The modal window will appear.

  4. In the modal window, enter Name and Description for a sub-category.

  5. Select Summary field required checkbox, if applicable.

  6. To create a property for all items of this sub-category, select Add property.

  7. Enter a name in the Property name box.

  8. Select Required checkbox, if you want to make this box mandatory for an item specification. Add as many properties as you need. To delete a property box, select the Cancel icon.

  9. Select Add.

The Add sub-category option in the actions menu