Understand item fields and options

Review the required and optional fields you can use when you create or edit an item.

Each item has a small set of required fields and a wider set of optional fields.

Use the optional fields to match your own process.

Required fields

Every item needs:

• Item code
• Description
• Unit price

Common optional fields

You can also use:

• Unit for the measurement type
• Barcode or EAN code for scanning
• Image for customer-facing documents
• VAT code for the right tax rate

Why these fields matter

These settings help you:

• speed up item selection
• keep invoices and quotations consistent
• decide what customers do or do not see

You do not need to use every field.

Start with the fields that support your daily process.

Frequently asked questions

Do I need to fill in all optional fields?

No.

Only use the ones that add value for your team.

What is the difference between Visible and Billable?

Visible controls whether the item appears on customer PDFs.

Billable controls whether the item contributes to the invoice amount.

Can I search on item details later?

Yes.

Several item fields can help with search and selection.

Related topics

• Create an item
• Items and Materials
• Work Orders