Items

You can create items and their associated information such as item codes (example: TTSIBM412CID), item name, Price, tax details etc to identify a product (material) or service. An  item can also be created as a child-item to another existing item. Ensure that Category (For Items) and Unit of Measure details are maintained in the system before an item or sub-item is created.

1. Log in to the IENT Application.

2. Go to Settings > Global Data > Items.
   You will be able to view all your existing items.

   

   See here to explore how you can search, view, sort, and filter all the displayed records.

3. To add an item, click on the + button in the top right corner, and add/select the following mandatory and optional details in the Create Items screen:

   

   • Basic Item Info section containing details, such as item name, type, code, description and status.
     Note: If a new item is to be treated as child item to an existing item, select the item from Parent Item field.

   • Cost & Unit Details section containing price and unit of measure.

   • Tax Details

4. Click Submit.
   The newly created record gets listed in the Items screen.

5. To download a list of items, select the items and then click on the kebab menu on the top right corner of the screen and select Download Options as needed:

   

   • Download as PDF: Export all the selected records in the data table in PDF format.

   • Download as CSV: Export all the selected records in the data table in CSV format.

6. To export items to a specific tenant, select the items and then click on Export to Tenant from the kebab menu on the top right corner, and select a target tenant.

   

   The selected tenant will have to approve the import request through their account. See here for more details on how to approve data import requests.