Any software you use is only as good as the information you put in it, which is why we have created an item management module which ensures you have the best information, all the time.
The items list gives you somewhere to store a catalogue of products and services so you can quickly and easily add these to quotations and other documents. Custom fields, item images, item tags, kits (bundles) and default attachments are also all part of this module.
With this module, you can add multiple images to each product record and include attachments such as specification sheets or instruction manuals. You can also store items with dimensions, weights, labour times and costs and so much more.
Do you want to store specific information and details against item records?
Create custom fields to match the data requirements you have, including input formats such as numbers, single-line text, multi-line text, checkboxes, dropdown menus and date fields.
Zigaflow’s kit functionality allows you to create bundles of items together. This is great if you run promotions for grouped items, or if you manufacture, these can be used for assemblies, and even sub-assemblies. Kits can have their own price & cost or can be made up of the sum of the parts.
With this module, create Recommended Retail Prices (or RRPs) in multiple currencies and different price lists, which can be assigned to specific customers when necessary. Set volume prices against each price list, plus volume discounts on purchases from your suppliers.
Group your items together by category for easy filtering when looking for items. New categories can be added easily when adding a new item manually or importing items from an excel or .csv file. Each item can be added to 1 category within your CRM.
Multiple tags can be added to each item in your CRM, and these can be created by you giving you full control over the tags you need and use. These can be used to quickly filter your item list, and are ideal for marking items with specific attributes.
Each item can have one or more associated items linked to it. These work in 3 ways. A user can quickly add an associated item to a quote or job, these can add automatically, and can add automatically as an optional item which keeps the price of that item off the total of the quote which is great for upselling without overloading the price of your quote.
Link your items to the relevant supplier and include any agreed discount you may have with them. You can include the cost price of the item when adding a new item.
Multiple suppliers can be added to an item as well as multiple items associated with a certain supplier. Items and suppliers can be imported quickly and easily to create that link between item and supplier.
Quickly deactivate items to stop these from being used in quotes by simply checking the inactive box. This helps massively if you find out something is out of stock with one of your suppliers, as it means you can temporarily stop quoting the item for instance if it’s on back order for an extended or unknown amount of time.
Below is a selection of frequently asked questions, you will find a number of these through the site relevant to the information on those pages. If you cannot find an answer to a question, do not hesitate to get in touch.
Item management is a system for storing information relating to your catalogue of products or services.
An intuitive system should provide reporting against items, the ability to handle bulk discounts, multiple prices & currencies.
Things like product dimensions and weights should not only be included but any system should be able to calculate the totals of these when creating things like delivery note.
There is an array of standalone item management systems on the market, however ours is an integral part of our subscription plans to give you a seamless way of working with Zigaflow.