QCRM Items Guide

How to maintain products and services used on quotes and orders.

Setup Operational Guide End-User Guide

Overview

Maintain reusable product and service records for quote and order lines.

Main purposeMaintain reusable product and service records for quote and order lines.
Important areasItem list, import/export, name, SKU, type, barcode, unit of measure, pricing, currency, category, active status.
Business valueReusable items reduce pricing mistakes and keep sales documents consistent.

Where To Find It

Common Path: Setup > Product and Pricing > Items

Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.

How It Works

  • Items represent stock products, services, non-stock items, or bundles.
  • Users can select active items when building quote and order lines.
  • CSV import/export supports controlled product maintenance.

Main Areas

AreaWhat It Is Used For
Item listSearch, import, export, and open items.
Item detailShows pricing, SKU, category, and active status.
Import CSVLoads item records in bulk.
Export CSVDownloads the current item list.

Important Fields And Controls

Field Or ControlWhat It MeansWhen To Use It
NameProduct or service name.Required for selection on documents.
SKUOptional stock keeping unit.Use when your company tracks item codes.
Item typeStock, service, non-stock, or bundle.Use to classify the item.
Unit price and list priceSelling price values.Use according to your pricing process.
Cost priceInternal cost reference.Use for margin review if applicable.
ActiveWhether the item should be available.Deactivate old items instead of deleting when history matters.

Recommended Workflow

  1. Search the item list before creating a new item.
  2. Create the item with name, type, unit, pricing, category, and currency.
  3. Keep SKU unique when your business uses item codes.
  4. Use import for approved bulk updates and review skipped or failed rows.
  5. Use export before large catalog cleanup.

Best Practice

  • Use active status to retire old items while preserving past quote and order history.
  • Keep units and tax behavior consistent before users build documents.
  • Review CSV imports in a small batch first when updating many items.

Troubleshooting

  • If an item is not selectable on a quote or order, check whether it is active.
  • If import fails, check required name, numeric price columns, and CSV format.
  • If duplicate SKU errors occur, search for the existing item before creating another.

FAQ

Can SKU be blank?

Yes, if your business does not require SKU for that item.

Can services be items?

Yes. Use item type Service for services sold on quotes and orders.