Managing sales items
Sales items are services or goods provided to a customer that are subject to billing and invoicing.
This feature is only available for users assigned the following roles: Administrator, Director, Group manager, Finance manager, Finance, Sales
Sales items are managed in the Sales items tab (go to Sales and billing > Sales), where you can view all your current sales items. Information about each sales item is also available, including the customer, the total amount of the sales items (excluding discounts), the invoice date, and if the sales item has been billed for or not. You can also filter and sort the displayed list to locate a specific or set of sales items; for more advanced filtering, use the Filter tool to define which sales items should be displayed.
Advanced Automation enables you to manage sales items that are:
- Automatically registered based on contract parts.
- Automatically registered as a result of ticket-based activities.
- Registered manually.