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Jelle Roelofs

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Learning Objectives

After reading this article, you’ll be able to:

  • Tell the difference between ….

  • Create you own …

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Catalog items

Catalog items are used in various processes in Workplace. The most common use of catalog items are reservable/ catering items (Reservation module) and orderable items (Purchase orders).

Since catalog items are used for multiple processes, a category must be selected when creating a new catalog item. This category can also be used when for example only want to search for all energy meters.

  • Reservable items

  • Orderable items

  • Workorder items

  • Energy (add energy meters)

  • Rent component (used for rental contracts)

General

Explain the fields

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Reservable items

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titleOrderable items

Orderable items

  • Orderable items are used in the purchasing and inventory modules.

Create a new orderable item

  1. Navigate to the “Catalog” option in the menu under “Assets.”

  2. Press “Create new catalogitem.”

  3. Select the option “Orderable items.” (Inventory items are orderable, hence the fact of inventory/stock management)

  4. Fill in the fields and press “Save and return” to finalize the catalog item. The fields marked with an asterisk are mandatory.

Field name

Description

Name

The name of your catalog item

Model

The model/type of your item

Description

Here you can enter a short description of the catalog item

Manufacturer

The name of the manufacturer

Supplier

The name of the supplier

Purchase price

The purchase price of the catalog item

Sell price

The sell price of the catalog item

VAT

Yes/No if VAT is applied in the settings

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Workorder items

Energy (add energy meters)


Rent component (used for rental contracts)

Creating and managing catalog items of the category “Rent component” is yet to be described.

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Summary

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Exercise

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