Managing Sale Items

A Sale Items represent the individual products and services you sell to customers. The items on your sales orders. The 'Manage Sales Items' process means you can capture information against each item sold, to help you manage processes such as purchasing, deliverables and production. This Step includes a widget to help you convert your Sales Order into Sales Item records, with the option to link them to Instruction sheets, Adjustments and Variations.


  • Convert your Sales Orders into Sales Item Records.
  • Link Purchase Adjustments to Sales Items
  • Link Variations to Sales Items
  • Create or Link Jobs
  • Create Instruction Sheets for Jobs
  • Link Sales Items to Instruction Sheets
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