Create an article

Create an article

An item represents a product or service sold or purchased by a company, used to generate business documents such as quotes, delivery notes, invoices, etc.

To add a new article:
  1. Access the Articles page: Stock Menu > Articles .
  2. Click the New button top right of the page.
  3. The New Article page appears. Fill in the information in the Article field at the top of the page:



    1. No : A number is automatically generated by Cheel and is displayed when the item is validated.
    2. Name : Short description of the item, used in selections, searches and some statistics.
    3. Description : Full description taken from the sales documents. You can format the text as follows:
      1. Select the text you want to edit.
      2. Right-click and select the desired formatting option:



        Info
        To remove all text formatting, use the keyboard shortcut Ctrl + Space bar .

  4. Complete the required information in the tabs at the bottom of the page:



    1. General tab: Identification, Classification, Type, Price and Accounting and VAT.
    2. Units and packaging tab: Details on the units and associated packaging.
    3. Price List tab: Information on the different price lists.
    4. Notes tab: Notifications related to the article.

  5. Confirm the article by clicking the OK button .