Item Management

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.