The Invoice Items section in the admin portal allows you to manage and track the items or products included in your invoices. This section provides a centralized platform to streamline the management of invoice line items and ensure accurate invoicing. In this section, we will explore the functionalities and features available for managing invoice items.

1. Accessing the Invoice Item Management Section

To access the Invoice Item Management section in the OpenScope ERP SAAS admin portal, follow these steps:

• Open your web browser and enter the URL: https://dev.openscope.in/admin/invoice_items
• Log in to your admin account using your credentials.
• Once logged in, you will be directed to the Invoice Item Management section automatically.

2. Viewing and Managing Invoice Items

In the Invoice Item section, you can view and manage the items or products that are included in your invoices. Some common actions you may perform include:

• Adding New Invoice Items: To add new items to your invoice, click on the “Add Item” or “Create New Item” button. Enter the details of the item, such as the item name, description, price, quantity, and any applicable taxes or discounts.

• Editing Invoice Items: If permitted, you can modify the details of an existing invoice item. Edit the item as required and save the changes.

• Deleting Invoice Items: To remove an invoice item, select the item from the listing and click on the delete button or option. Exercise caution when deleting invoice items, as it may impact the accuracy of your invoices.

3. Managing Item Pricing and Inventory

Depending on the capabilities of the OpenScope ERP SAAS system, the Invoice Item Management section may offer features for managing item pricing and inventory. This includes setting the default prices for items, adjusting prices for specific customers or contracts, and tracking item stock levels.

4. Categorizing and Grouping Invoice Items

To facilitate organization and analysis, the Invoice Item Management section may provide options to categorize or group invoice items. This allows you to classify items based on common attributes, such as product categories, brands, or service types. Categorization and grouping can help streamline invoice creation and reporting.

5. Saving and Applying Changes

After adding, editing, or deleting invoice items, remember to save the changes to ensure they take effect. Look for the “Save” or “Apply” button at the bottom or top of the invoice item management page to save your changes.