Skip to content

Items

What is an Item

An Item is a product or a service offered by your business.

In this section you can manage all your Items. It is like your inventory of available products and services, which can be used during the creation of your Invoices.


Create a new Item

  1. Visit the Items page.
  2. Click the New Item button located on the right-top of the page.
  3. Fill out the information. Check below for more details.
  4. Click the button Confirm.

NOTE: SKU isn’t required, but we strongly recommend to keep a different SKU identifier for each item. Also, the categories are a single word, and all separated by space.


Edit, Duplicate or Delete Items

  1. Visit the Items page.
  2. Click the Ellipsis button located on the right of each row.
  3. Select the option that best applies to your needs.

Perform bulk actions on your Items

Bulk actions are helpful when you need to apply the same action to one or more items in bulk, like duplicate or delete:

  1. Visit the Items page.
  2. Click the checkbox on the left of each row. You will notice a panel on top of the page indicating the number of elements selected, and the bulk options available.
  3. Click any of the action buttons on top of the page and confirm.

Import Items

You can upload multiple items at once with the bulk import tool.

NOTE: Before you make any modification to your inventory, we recommend exporting your items as a CSV file so you can always revert back to the previous state in case any issues come up.

  1. Visit the Items page.
  2. Click the More Actions button located on the right-top of the page and select Import Items. A popup will be prompted and it’s going to guide you through the import process.
  3. Click Download Template. This will download a CSV file to your computer, including all the items you already have in your library. If you don’t have any at the moment, the file will include at least two examples to represent the data.
  4. Open your file using any text editor, but we strongly recommend using a more friendly tool, like Microsoft Excel.
  5. Fill in the template columns with your item information. Check the Spreadsheet Fields table included below in this article to get more details. We strongly recommend not to change any of the information in the Unique ID column or delete empty columns.
  6. Save the edited file.
  7. Go back to Strictly Platform and click the Browse button in the import popup. This will allow you to select and upload the edited file from your computer.
  8. Click the Continue button to go to the second step.
  9. You will be prompted to align Strictly’s core product attributes to your imported columns from your CSV file. If you did not change the column names in the file downloaded from Strictly, the product attributes should be automatically matched. Review the mapping from your file to product attributes and make changes as necessary. Note that the following columns are required in your CSV: Name, Type, Description, and Sales Price.
  10. Click the Continue button to upload your changes.
  11. If your import process is completed successfully, or anything went wrong, you will get a notification with the import results. In any case, follow the instructions and click the Close button.

Spreadsheet Fields

Export File Field Descriptions
Unique ID Your Strictly Platform will automatically populate this ID. If you are importing a new item, leave this field blank, if you are editing items do not change it.
Name Can include numbers, letters, or symbols. Maximum 128 characters.
Type This is a binary option. Could be “product” or “service”
Description Can include numbers, letters, or symbols. Maximum 1024 characters.
SKU Each variation should be assigned a unique SKU.
Sales Price Numeric. Must be $0.00 or greater (a fixed price needs to be a positive number). You can also leave blank.
Categories Create categories to group your items. If you need to assign more than one category to the item, use “:” as a delimiter. For example: drinks:cosmetics:cloth
Tax [Your Tax Name] If you have created a tax, set to Yes or No to apply that to the item.