Items and Materials

Create, organize, and use your item catalog across work orders, quotations, and invoices.

Items and Materials is the product catalog in OutSmart.

Use this guide to build your catalog, keep it clear, and reuse item data across daily work.

In this guide

• Introduction to Items and Materials
• Create an item
• Understand item fields and options
• Use item codes
• Add item translations
• Use item categories
• Use sub-items and parent items
• Add items to work orders
• Add items to quotations and invoices
• Use price management for items
• Import items from Excel
• Manage item images
• Control item visibility and billing
• Use barcodes and EAN codes
• Use item notes and descriptions
• Use VAT codes for items
• Use free fields for items

What you do with items

• create reusable product records
• add items to work orders, quotations, and invoices
• control prices, VAT, visibility, and billing
• organize the catalog with categories, notes, and extra fields

Good to know before you start

• keep item codes unique
• start with your most-used items first
• use import when you already have a larger product list
• use Stock separately if you also want warehouse tracking

Related topics

• BackOffice
• Work Orders
• Quotations
• Stock