Your Central Catalog for Products and Services
Keep track of everything you sell in one place. Officaid's Items module gives you a complete overview of your products and services, along with performance insights like sales trends, top clients, and items frequently sold together.
Items represent the products you sell or services you provide. While you can create items directly from quotations and invoices, the Items module is where you manage your catalog and monitor how each item performs over time.
What Are Items?
In Officaid, an item is any product or service your business offers. Each item stores key details like name, description, price, and tax settings. When you create a quotation or invoice, you simply select items from your catalog instead of entering details manually each time.
Items fall into two types:
- Product for physical goods you sell, such as equipment, inventory, or materials
- Service for work you perform, such as consulting, installation, or maintenance contracts
Why Use the Items Module?
The Items module serves as your central hub for catalog management and sales analysis.
- Complete overview of all products and services in one place
- Sales tracking to see total revenue generated by each item
- Trend analysis with graphs showing sales patterns over time
- Client insights revealing which customers buy specific items most often
- Cross-sell opportunities by seeing which items are frequently sold together
- Better organization through categories that group related products and services
How Items Connect to Quotations and Invoices
Items form the foundation of your sales documents. When you add an item to a quotation or invoice, Officaid pulls in the saved details automatically. You can still adjust the quantity, rate, or description for that specific document without changing the original item.
This connection also enables powerful reporting. Officaid tracks every time an item appears on a quotation or invoice, building a history of sales performance over time.
Navigating the Items Module
Access Items by going to Sales → Items from the main menu. The module has two tabs:
- Items displays your full catalog with columns for name, SKU, type, and category. Use the search bar to find specific items quickly.
- Categories shows your organizational structure. Categories can have parent-child relationships for more detailed grouping.
Click any item name to view its detail page, which includes sales totals, trend graphs, top clients, and items frequently sold together.
Frequently Asked Questions
Products are physical goods your business sells, while Services are work or tasks you perform. This distinction helps organize your catalog and can be useful for reporting. Both types work the same way in quotations and invoices.
No. You can also create items directly while building a quotation or invoice by clicking + Add New in the item dropdown. Officaid saves them to your catalog automatically.
Each item has a default currency and price. When you add the item to a document in a different currency, you can adjust the rate for that specific document. The original item settings remain unchanged.
Existing quotations and invoices keep their original values. Price changes only apply to new documents created after the update.
What's Next?
Now that you understand how items work, explore these guides to start building your catalog:
- Adding an Item to create your first product or service
- Managing Item Categories to organize your catalog
- Creating a Quotation to use items in your sales workflow