Quotation items
Use the item master when building customer quotations and analysing quoted-item closing performance.
From item design to forward planning
Items & Inventory
Build items for quotations and service records, organise parent-child categories and types, add configurable options and composite sets, control prices across locations and periods, and trace stock through serials, receiving batches, on-hand summaries and transactions.
ConnectedQuotes & service
FlexiblePrices & composite sets
TraceableSerial, batch & stock
What you can do
Everything your team needs, connected.
Build items for quotations and service records, organise parent-child categories and types, add configurable options and composite sets, control prices across locations and periods, and trace stock through serials, receiving batches, on-hand summaries and transactions.
Service-record items
Link products and items to service records, problem management and after-sales work.
Parent-child categories
Create item categories with parent categories for a scalable catalogue hierarchy.
Item types
Define the types used to classify how different items behave.
Item options
Let a sellable item offer selectable additions, substitutions or upgrades.
Option price adjustments
Attach a price change to an option—for example add rice for RM 1 or noodles for RM 2.
Item sets
Collect several items and sell them together as one set.
Composite items
Create the sellable set as a composite item from the composite tab in the item editor.
Multiple item prices
Assign more than one valid price to the same item.
Location-based pricing
Apply different prices by branch or stock location.
Period-based pricing
Control item prices for a defined time period.
Membership pricing
Apply item prices according to membership category.
Item price list
Review the prices assigned across the item catalogue.
Barcode splitting rules
Set the barcode positions used when a scanned code must be split into meaningful parts.
Location and branch list
Define where items are held, typically using locations as branches.
Item master list
Search, maintain and print the full item catalogue.
Detailed item editor
Control item information, sales behaviour, stock settings, serial control and composite structure.
PDF item list
Produce a printable PDF of the item list for sharing or offline reference.
Serial-control flag
Enable serial control on the item before receiving individually traceable units.
Serial-number list
Review the serial numbers recorded for controlled items.
Serial receiving
Enter the serial-number list when serial-controlled items are received.
Receiving batches
Treat every receipt as one batch regardless of the number of items included.
Batch history
Review received batches as a traceable record of stock intake.
On-hand summary
See item quantities currently available across the inventory.
Stock-count printout
Print the on-hand summary as the working document for a physical stock count.
Transaction history
Trace item movements and understand how stock reached its current balance.
Reorder reminder rules
Schedule reorder alerts through the reminder-channel configuration.
Reorder email
Notify the responsible team when item stock requires replenishment.
Sellable-item dashboard
See which items are sellable in the selected period.
Planning and forecasting
Use selling, stock and transaction data to plan the next period and investigate fast movers, slow movers, location demand and replenishment needs.
Complete item and stock lifecycle
Design what you sell, control what you hold and learn what comes next.
iCRM connects the item master to quotations, service records, pricing, serial and batch control, branch stock, reorder communication and period-based performance insight.
REVENUE CONNECTION
Items in quotations
Select consistent catalogue items and prices when preparing proposals, then review item-level closing performance.
Explore quotation management → AFTER-SALES CONNECTIONItems in service records
Connect the product, known problems and service history so support work retains the commercial context.
Explore service records →01ModelCategory, type and item
02ConfigureOptions and composite sets
03PriceLocation, period and member
04ReceiveSerials and batches
05ControlOn-hand and reorder
06ForecastTransactions and sellability
01 / BUILD THE CATALOGUE FOUNDATION
Organise items with parent categories and defined types.
Create a catalogue structure that can grow. Categories may have parent categories, while item types provide another clear definition for how the organisation classifies its products and services.
- Parent-child item-category hierarchy
- Reusable item-type definitions
- Consistent catalogue classification
- Clearer lists, reporting and item selection
02 / CONFIGURE WHAT YOU SELL
Add choices, build sets and assign the right price.
Use item options when a customer can customise the purchase—for example adding rice for RM 1 or noodles for RM 2. Collect several items into a set by creating a composite item, then maintain multiple prices by location, valid period or membership category.
- Selectable options and add-ons
- Option-level price adjustments
- Composite items sold as sets
- Multiple prices per item
- Branch, time-period and member pricing
03 / MAINTAIN THE ITEM MASTER
Manage the catalogue from list to detailed item record.
Use the item list as the central working view, open the detailed editor to control sales, stock, serial and composite settings, and generate a PDF item list when an offline or shareable reference is required.
- Searchable item master list
- Detailed item editing
- Serial-control and composite flags
- Printable item-list PDF
04 / DEFINE IDENTIFICATION & LOCATION
Interpret barcodes and organise stock by branch.
Configure barcode splitting positions when sections of a scanned code carry different information. Define the locations where items are held—most commonly branches—so pricing and on-hand quantities can be understood in the right operational context.
- Barcode splitting-position setup
- Consistent scanned-code interpretation
- Location and branch master list
- Foundation for location pricing and stock
05 / RECEIVE SERIAL-CONTROLLED STOCK
Trace every serial while preserving each receipt as a batch.
Enable the serial-control flag in the item editor before receiving. When stock arrives, enter its serial-number list. Every receiving transaction becomes one batch, regardless of how many items it contains, giving the team a clear intake history.
- Serial-control flag on the item
- Serial-number entry during receiving
- Central serial-number list
- Every receipt stored as one batch
- Batch-level intake traceability
Receiving rule
One receiving transaction = one batch, whether the receipt contains one unit or many units.
06 / CONTROL ON-HAND & REORDER
Know what is available and prompt replenishment before it becomes urgent.
Use the on-hand summary for stock visibility and print it as a physical stock-count worksheet. Configure reorder reminders through the central reminder channel so responsible colleagues receive an email when replenishment action is needed.
- Item on-hand summary
- Printable physical stock-count list
- Configurable reorder reminder
- Email notification to responsible staff
- Branch-aware replenishment context
07 / TRACE, REPORT & FORECAST
Understand how stock moved and what may be sellable next.
Transaction history explains how an item reached its current balance. The items dashboard then shows sellability and period performance for forward planning.
SELLABILITYWhat can be sold now?Review active, available items for the selected period.
DEMANDWhich items move fastest?Compare transaction and selling patterns by item and period.
LOCATIONWhere is demand occurring?Use branch and location context to guide availability.
REPLENISHMENTWhat may need stock next?Combine on-hand, movement and reorder signals for planning.
PORTFOLIOWhich items move slowly?Identify items that may require pricing, promotion or stocking review.
NEXT PERIODWhat should we prepare?Use the current period’s evidence as the planning baseline.
How to manage items and inventory
A practical path from item setup to next-period planning.
Build a reliable item master first, then let pricing, receiving and reporting use the same connected information.
Structure the catalogue
Create parent-child categories and the item types used by the organisation.
Create the item
Complete the item profile and set sales, stock and serial-control behaviour.
Add options or a set
Configure paid choices or build a composite item when several items sell together.
Assign prices
Create the prices required by location, valid period and membership category.
Set branches and barcodes
Define stock locations and barcode splitting rules where applicable.
Receive the batch
Record each receipt as a batch and enter serial numbers for controlled items.
Check on-hand stock
Review available quantity and print the summary for a physical stock count.
Automate reorder action
Configure reminder rules and email the responsible team when stock needs attention.
Analyse and forecast
Use transactions and the items dashboard to plan sellability, stock and pricing for the next period.
Detailed capability map
More than a feature list. A complete working process.
Explore how the screens and functions in Items & Inventory support setup, daily operations and continuous improvement.
Configure the foundation
Quotation items
Use the item master when building customer quotations and analysing quoted-item closing performance.
Service-record items
Link products and items to service records, problem management and after-sales work.
Parent-child categories
Create item categories with parent categories for a scalable catalogue hierarchy.
Item types
Define the types used to classify how different items behave.
Item options
Let a sellable item offer selectable additions, substitutions or upgrades.
Option price adjustments
Attach a price change to an option—for example add rice for RM 1 or noodles for RM 2.
Item sets
Collect several items and sell them together as one set.
Composite items
Create the sellable set as a composite item from the composite tab in the item editor.
Multiple item prices
Assign more than one valid price to the same item.
Location-based pricing
Apply different prices by branch or stock location.
Run day-to-day work
Period-based pricing
Control item prices for a defined time period.
Membership pricing
Apply item prices according to membership category.
Item price list
Review the prices assigned across the item catalogue.
Barcode splitting rules
Set the barcode positions used when a scanned code must be split into meaningful parts.
Location and branch list
Define where items are held, typically using locations as branches.
Item master list
Search, maintain and print the full item catalogue.
Detailed item editor
Control item information, sales behaviour, stock settings, serial control and composite structure.
PDF item list
Produce a printable PDF of the item list for sharing or offline reference.
Serial-control flag
Enable serial control on the item before receiving individually traceable units.
Serial-number list
Review the serial numbers recorded for controlled items.
Control, report and improve
Serial receiving
Enter the serial-number list when serial-controlled items are received.
Receiving batches
Treat every receipt as one batch regardless of the number of items included.
Batch history
Review received batches as a traceable record of stock intake.
On-hand summary
See item quantities currently available across the inventory.
Stock-count printout
Print the on-hand summary as the working document for a physical stock count.
Transaction history
Trace item movements and understand how stock reached its current balance.
Reorder reminder rules
Schedule reorder alerts through the reminder-channel configuration.
Reorder email
Notify the responsible team when item stock requires replenishment.
Sellable-item dashboard
See which items are sellable in the selected period.
Planning and forecasting
Use selling, stock and transaction data to plan the next period and investigate fast movers, slow movers, location demand and replenishment needs.
How it works
A clear workflow from setup to insight.
Model
Define categories, types, options, item details and composite sets.
Price & place
Assign location, period or membership pricing and configure branches and barcodes.
Receive & control
Receive serial-controlled items by batch and monitor on-hand stock and transactions.
Sell & forecast
Use items in quotations and service, then review reorder signals and dashboard performance.
See Items & Inventory in action
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