Creating an Item from Products

Using your Products catalog to create a new Item.

There are several paths one can take to create an Item from a Product in your catalog.

This is one easy way to do it:



  • Select +NEW ITEM


  • Select a product from the My Products drop down menu or select the Magnifying Glass to locate and select the desired product

All product details will be copied from the selected Product record into the new Item record, where the Item can then be processed as if it had been created manually.

  • Complete or Edit any details of the new Item
  • Save