Item Preferences

Let’s have a look at the various settings you can configure for the Items module in Zoho Invoice.

To go to Item Preferences:

Go to Settings from the top-right corner.
Click Items.

Alternatively, if you’re in the Items module, you can directly go to Item Preferences by clicking Preferences under More in the top-right corner.

IN THIS PAGE…

Set a Decimal Value for Item Quantity

The decimal rate for item quantity comes into play when you are creating transactions (like invoices). By default, this rate is two. You can select any decimal rate of your choice.

Allow Duplicate Item Names

Enable this option if you want to create multiple items with the same name in Zoho Invoice. To enable this option, the SKU custom field should be made Active and Mandatory.

Once this option is enabled, the item’s SKU will be used to uniquely identify the item.

Enable Enhanced Item Search for Items

You use Enhanced Item Search to find items more easily using relevant keywords in any order. To enable this:

Go to Settings and select Items.
Under Enhanced Item Search, mark Enable Enhanced Item Search.

Enable HS Code for Your Items

You use HS codes to classify your goods in international trade, mainly for customs and statistics. To enable this:

Go to Settings and select Items.
Under HS Code, mark Enable HS Codes for Item.
Click Save.

Custom Fields

Custom Fields are fields that you can manually add to the item creation page to store additional information about the item.

Let’s take a look at how Custom Fields can be helpful with the help of an example.

Scenario: David sells beds which are of different sizes to his customers. He wants to store their specifications along with the item. So, David creates a Custom Field to enter the different sizes. The custom field is displayed in the item creation form where David enters the appropriate size and stores the relevant information.

Like David, you might want to create Custom Fields in different circumstances that are unique to your business. By default, there are a few Custom Fields available, like SKU and Item Image, which you can enable if needed.

To create a Custom Field: