Sales Items General

The Sales Item module in the EDI system facilitates the creation, management, and approval of sales items. It ensures that new products are properly documented, categorized, and made available for sales and inventory operations.

The module integrates with approval workflows, allowing designated approvers to review and authorize item creation before they become available for use.

Module Functions

  • Item Creation: Users with appropriate permissions can create sales items by defining essential details such as name, code, manufacturer, and unit of measurement.
  • Approval Workflow Integration: The module is linked to an approval workflow where designated approvers and reviewers validate the newly created items before activation.
  • Inventory Management: Sales items can be marked for inventory tracking, allowing businesses to manage stock levels effectively.
  • Dashboard: Provides an overview of all items of the company.
  • Sales Item Create: Details the process of creating a new sales item, including mandatory and optional fields.
  • Sales Item Details: Displays comprehensive information about a specific sales item and its approval status.
  • Workflows: Defines the approval workflow for item creation, ensuring structured validation before an item becomes available.
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Sales Items Create

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