Catalog Usage Across Sales & Billing
Use a single item catalog across quotations, invoices, and billing for consistent sales operations.
Why Choose Catalog Usage Across Sales & Billing?
Discover the key advantages that make this feature essential for your business operations.
Unified Item Usage
Use the same items across all sales modules.
Quotation Ready
Add catalog items directly to quotations.
Invoice Integration
Generate invoices using catalog items.
Data Consistency
Ensure consistent pricing and tax application.
How It Works
Get started in four simple steps and transform your business operations
Maintain Catalog
Create and manage items centrally.
Select Module
Open quotations, invoices, or billing.
Pick Items
Choose items directly from the catalog.
Generate Document
Create quotation or invoice instantly.
Feature Highlights
Powerful capabilities designed to streamline your business processes
Cross-Module Usage
Use items across sales and billing modules.
Auto Data Sync
Pricing and tax sync automatically.
Faster Document Creation
Reduce manual entry during sales.
Controlled Item Usage
Only active items appear for selection.
Clear Item Selection
View complete item details while billing.
Central Control
Manage item data from one place.
Use Cases
See how different industries leverage this feature to drive success
Retail
Use the same items for billing and invoices.
Wholesale
Generate quotations using updated catalogs.
Service Businesses
Apply service catalogs across sales documents.
Manufacturing
Maintain consistent item usage in sales.
It uses one catalog for all sales modules.
Yes, items are directly available.
Yes, invoices use catalog items.
Yes, they apply automatically.
Yes, it speeds up sales documents.
No, only active items appear.
Yes, access depends on permissions.
Yes, it belongs to this module.
Yes, it maintains consistency.
Yes, it scales easily.
Ready to Get Started with Catalog Usage Across Sales & Billing?
Contact us today to learn how this feature can transform your business operations
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