How do I create sales items?

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

A created sales item is always automatically added to the default price list of the selected administration in a domain. However, once you have created multiple price lists in an administration, you must select the correct price list of the administration while creating the sales item.

You can create a sales item from three places in Yuki:

• Hover your mouse over the Sales icon in the navigation bar. Subsequently click on Dashboard and then in the now-opened screen click on the Sales item option of the Create... button
• Hover your mouse over the Sales icon in the navigation bar. Subsequently click on Sales Items and then in the now-opened screen click on the New Sales Item button

• Hover your mouse over the Sales icon in the navigation bar. Subsequently click on Price lists and then in the now-opened screen click on the description of the price list.

  In the now-opened price list, click on the Add a sales item button and finally click on the New sales item button.

TIP!

You can also use the import functionality to import sales items that are not already present in the domain.

For a detailed description of creating sales items, see article Create sales item.

For a detailed description of importing sales items, see article Import and/or export sales items (via price list).