Register - Items

This is the documentation about the page Register > Artiklar that you can reach by logging in and clicking on Fakturering and Artiklar in the left sidebar. It allows you to view and manage all items you have added to the item register (which is necessary for creating invoices and quotes).

Filter items

Direct link: Register > Artiklar

You can filter items like so:

• By status
  Open the dropdown Aktiva artiklar (default value) in the upper left corner.
• By type
  Open the dropdown Alla artikeltyper (default value) in the upper left corner.

Search items

Direct link: Register > Artiklar

You can search among your items through the Sök artiklar field in the upper right corner.

Add an item

You need to add items that you will invoice or quote in the item register. You can add an item to the item register when you create an invoice or quote, or by going into the item register.

You can add an item to the item register like so:

From the item register

To add an item directly from the item register, do like so:

1. Go to the page Register > Artiklar.
2. Click on the button Lägg till ny artikel and fill in the item's details.
3. Click on the button Spara.

From the invoice or quote editor

When in the invoice or quote editor, do like so:

1. In the line-item field Sök och välj artikel in the middle, open the dropdown and select the option Lägg till ny artikel.
2. Fill in the item's details.
3. Click on the button Spara.

The modal "Ny artikel"

These are the sections and fields in the modal when adding or updating an item:

• Status
  Specify whether the item should be active in the item register. If the item is not active, it is not available when you create new invoices.

• Typ av artikel (Type of item)
  Specify whether the item refers to a physical good or a service.

• Artikelnummer (Item number)
  Enter the item number for the item if you have one. If not, leave it blank and an item number will be automatically generated when you save.

• Beskrivning (Description)
  The description is the description of the item you are selling. The description is printed on the invoice. It can be the same as the name of the item you are selling.

• Enhet (Unit)
  Unit indicates which unit should be used to describe the number of items on the invoice.

• Svensk momssats (VAT rate)
  Specify the Swedish VAT rate to be applied to the product.

Prislista (Price list)

You can add prices in one or more currencies. Prices saved here are filled in automatically when you create new invoices. If you do not specify a price here, it must be entered each time you invoice the product.

Price lists in different currencies

When you add a price to an item, you choose the currency the price refers to. By adding multiple prices in different currencies, the price can be set automatically during invoice creation for all the currencies for which you have set a price.