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Managing the item catalogue

Maintain an accurate and organised list of your products and services using Zudello's item catalogue. This guide explains how to view, search, create, edit, and manage item records.

Best practices​

  • Maintain consistent naming conventions and unique SKUs for all items.
  • Keep item information (description, pricing, tax rates, default coding) accurate and up-to-date.
  • Prefer syncing item data from your ERP system if possible to maintain a single source of truth.
  • Use item alternatives for supplier/customer-specific codes instead of creating duplicate items.
  • Inactivate items that are no longer sold or purchased instead of deleting them to preserve historical data.

Accessing the item catalogue​

  1. Navigate to the Inventory module using the top menu.
  2. Click the Items submodule. This displays a list of all item records in your Zudello team.

Viewing and finding items​

  • Layouts: Switch between list, board, or table view using the Change Layout option.
  • Search: Use the search bar at the top right to find items by SKU, name, or description.
  • Filters: Click the filter icon to apply filters based on status, item group, item category, or other available fields.
  • Sorting: Click column headers (in table view) or use the Change Sorting option to sort items.

Click on an item record in the list to open its details view.

Managing item records​

Whether you can create or edit items directly in Zudello depends on your organisation's configuration, especially if you sync item data from an ERP.

Viewing item details​

Open an item record to view its details, which may include:

  • SKU, name, description, barcode
  • Status (active/inactive)
  • Default coding (account, tax rate, etc.) - See Item default coding
  • Settings (remove lines, treat as freight)
  • Item alternatives (see Manage item alternatives)
  • Pricing information (if configured)
  • Audit history, chat, related attachments

Editing item records (if allowed)​

  1. Open the item record.
  2. Click Edit.
  3. Modify the necessary fields (e.g., update description, change default tax rate).
  4. Click Update to save changes.

Note: If syncing from an ERP, changes made in Zudello might be overwritten during the next sync unless specific fields are configured to be managed only in Zudello.

Creating new items (if allowed)​

  1. In the items submodule, click New Item.
  2. Click Create.
  3. Fill in the required fields (at minimum, usually SKU and name).
  4. Configure default coding, settings, and other details as needed.
  5. Click Save.

Inactivating items​

Instead of deleting items, mark them as inactive.

  1. Open the item record.
  2. Click the status dropdown (usually showing Active) at the top left.
  3. Select Inactive.
  4. Click Update.

Inactive items will no longer appear in dropdown lists when coding transactions but remain in the system for historical reporting.

Need help?​

Contact your organisation administrator or Zudello support if you have questions about managing your item catalogue or syncing with your ERP.