WEBVTT

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Create a reusable item in Pixie CRM so its
description rate and

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unit are ready for future sales documents Open
Items from Sales

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and Finance then choose New Item This example
uses a fictional training

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service

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Enter Website discovery session Training as the
short description

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Add a longer description explaining what the
session covers The

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short name helps you find the item while the
longer text gives the

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sales document more useful detail

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Set the rate to one hundred and fifty and the
unit to session Tax

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and item group controls are also available Choose
the tax treatment

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that applies to your real business this training
catalogue has no

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tax configured

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Choose Save The item appears in the catalogue
with its description

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rate and unit Saving a catalogue item does not
create an invoice

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take a payment or send anything to a customer

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Open the saved item to check its details The
description longer

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explanation rate and unit are retained Close the
editor when you

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have finished reviewing The item is now ready to
select when preparing

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a draft sales document