Customers & Catalog

Articles in Billing · Customers & Catalog

• Customers (parties)Create and edit customers, verify GSTIN, set addresses and a price list.
• Customer CRM extrasNotes, tags, additional contacts, activity timeline, reminders, and the portal link per customer.
• Items (catalog)Create and edit products/services with HSN/SAC, default GST rate, sale price, and purchase cost.
• Categories & unitsOrganise items with categories and define sale units; archive without touching existing items.
• Item barcodesAdd, auto-generate, and remove barcodes on an item, and mark a primary code.
• Price lists & bundlesCustomer-specific price lists and simple kit/bundle SKUs.