WORKFLOW GUIDE

Product and service catalogue

The catalogue stores details reused in documents. Inventory management is a separate module in development.

Essential steps

  1. 01

    Check whether the item already exists.

  2. 02

    Enter the name, code and unit of measure.

  3. 03

    Review invoicing settings with your accountant.

Check before moving on

Work in the correct company and period. Review source documents, amounts and access permissions before posting or submitting.

Catalogues and assets