Expenses, items and finance setup
Create products and services
Create products and services in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Where to goSales → Items → New Item
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for create products and services, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Sales → Items → New Item in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Item name, Description, Rate, Tax.
- Then check Unit or group, Active state. Use verified information and do not fill optional values with placeholders.
- Complete Create products and services using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Item name
Description
Rate
Tax
Unit or group
Active state
Checks before you finish
- Verify supplier, date, category and tax treatment.
- Attach source evidence when required.
- Check currency and totals before posting.
- Confirm the saved result in the expected register.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.