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Item Types

Updated

Every catalog item belongs to an Item Type. PSS ships with two built-in types, Product and Service, and you can add as many of your own as you need (for example Chemical, Repair Part or Fee). Item types are managed from the Invoices area rather than the Catalog, because they also label line items on invoices:

  1. In the left sidebar, click Invoices (under PEOPLE & BILLING).
  2. Click the Configure tab.
  3. In the left-hand list, click Item Types.
  4. Click Add New, type the name in the Item Name box, and press Enter to save it.

Each type in the list has a pencil icon to rename it (press Enter to save, or Cancel to discard) and a trash icon to remove it after a confirmation.

Note: Product and Service are built in and have no trash icon — they cannot be deleted. Deleting one of your own item types does not delete the catalog items that used it, but those items will show an empty Item Type until you edit them and choose another.