Difficulty: starter/ novice/ expert/ legend
Content
Learning Objectives
After reading this article, you’ll be able to:
Tell the difference between ….
Create you own …
Import xxx
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
Advances search
Reservable items
Orderable items
Orderable items are used in the purchasing and inventory modules.
Create a new orderable item
Navigate to the “Catalog” option in the menu under “Assets.”
Press “Create new catalogitem.”
Select the option “Orderable items.” (Inventory items are orderable, hence the fact of inventory/stock management)
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 |
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.
Summary
Exercise
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