When your catalog reaches about a hundred items, it becomes annoying to browse through all of them. The solution is to use folders to organize items — that will help you spend less time searching items and more time getting work done.
Add folder
- In the Kladana workspace, select Inventory → Products and Services.
- Click +Folder.
- Specify the folder’s name that represents common between items in it.
- Fill the folder details:
- Folder. A parent folder for a subfolder you’re creating. If you want to create a top-level folder, leave the field empty.
- Tax. A percentage of the retail price which added to the final purchase price of all items in the folder. You can override tax value for an individual item by specifying it in the item card.
- Description. Some helpful notes.
- Click Save.
After you add the folder, it displays in the folders tree on the left. Click next to the folder name opens the edit window.
Bulk move items between folders
If you want to move several items at once from one folder to another, use the bulk move. This step-by-step guide also works for a single item moving (and it’s faster than editing a folder in the item card).
- In the Kladana workspace, select Inventory → Products and Services.
- In the list, select items you want to move.
- Click Change → Move.
- In the opened window, specify a new destination for the items.
- Click Save.