Other Actions for Items

Let us have a look at the various actions that can be performed upon an item in Zoho Books.

In this page…


Edit Item

You can change details of an existing item in Zoho Books. Here’s how:

Note:
Any changes you make in the item details will not affect any previous transactions.

Edit Item

Clone Item

If you want to create an item which has similar details to an existing item, you can clone the particular item. Here’s how you can do it:

Clone Item

Mark as Inactive

If you no longer want to use an item in Zoho Books, you can choose to mark it as inactive. This is a better alternative to deleting the item permanently.

To mark an item as inactive:

Mark as Inactive

Delete Item

If you are no longer using an item in your organization, you might want to delete it. However, if you have recorded any sales or purchase transactions for that item, you would need to delete them first.

A better alternative would be to mark the item as inactive. When you do so, they will no longer appear in your transactions. If you want to start using that item again, you can mark it as active.

To view the sales transactions:

To view the purchase transactions:

You have to delete all these transactions of the item in order to delete the item.

After you’ve deleted all the transactions, you can delete the item. Here’s how:

Delete Item


Export Items

You can export items from Zoho Books on to your system in the CSV, XLS or XLSX format. Here’s how:

Export Items
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