Manage Items

There’s more to what you can do with items in the Items module than what we’ve discussed so far. You can:

Clone Items

Cloning an item allows you to make a copy of the item that already exists. You can edit it and save it as a new item. Firstly, let’s see how cloning helps David and see how you can do it.

Scenario: One of the furniture products that David popularly sells is chairs. So, David has wisely invested and has a variety of chairs made with different kinds of woods in his inventory. It is mundane and repetitive for David to create chairs as items with only the type of wood being different. So, David creates an item as chair. He clones the item, changes the wood type of the item and saves it as a new item. Thus, David saves his time and spends it productively elsewhere.

Likewise, in scenarios similar to this, you can clone the items and quickly add multiple items. To clone an item:

Clone Item

Mark Items as Inactive or Active

In certain businesses, certain items could be seasonal products that are not purchased during other seasons. You can mark such items as inactive and they will not be displayed when you create a transaction. However, the item will be available in Zoho Billing, which you can mark it as active later if needed.

By default, all the items that you add to the Items module are active unless you mark them as inactive. To mark an item as inactive:

Mark Item Inactive

All the selected items will be marked as inactive and you cannot include them to transations. However, you will still be able to view, edit, clone and delete the item. You can mark the inactive item as active again. To do so:

Mark Item Active

Now, the items will be marked as active and you can include them to transactions.

Export Items

Zoho Billing allows you to export the items that are present in the Items module in CSV (Comma Separated Values) or XLS (eXceL Spreadsheet) formats. To export items:

Export Items Export Template Export

Insight: You can export a maximum of only 25,000 rows at a time. If there are more than 25,000 rows of items, you can export them with mutiple attempts.

Delete Items

In case, you’ve wrongly entered an item and do not want it in Zoho Billing, you can delete it. To delete an item:

Delete Item

Alternatively, you can delete an item by selecting the item and click the Trash icon in the bottom-right corner. Click Delete to confirm your action.

Warning: Items that you delete cannot be retrieved again. Before you confirm the delete, make sure that it is an item you no longer need.

Insight: You cannot delete an item that is already used in a transaction. However, if you don’t need it anymore, you can mark the item as inactive. Learn more about marking items as inactive.

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