Items (Products & Services)

Section: Sales & Billing
URL: /admin/invoice_items
Page title: (2) Produse

Overview

The Items catalog stores all products and services you sell — name, price, tax rule, unit of measure, optional inventory tracking.

Business value

Your master catalog of products and services — name, price, tax rule, unit of measure, optional inventory link. Anything you sell or quote pulls from this catalog, so pricing and naming are consistent everywhere.

Who uses it: Sales operations, product management, finance
Key benefit: A single price list for the whole company — change a price once, every quote and invoice reflects it.

Typical use cases:

Centralised product catalog used by sales, ops, and finance
Bulk price updates without editing every quote template
Linked to inventory so quoting checks availability

At a glance

Accessing this module

From the admin sidebar, navigate to Items (Products & Services), or open the URL directly:

/admin/invoice_items

List view

The list view shows existing items (products & services) records. Use it to search, filter, sort, and bulk-act on items.

Common actions

View existing records — open Items (Products & Services) from the sidebar to see the list view.
Search and filter — use the search box and column filters to find records.
Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
Edit a record — click a row to open the detail view, then use the edit action.
Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Tip

Update an item's price once and all future quotes, orders, and invoices using it reflect the new price automatically — no need to edit existing templates or notify the sales team individually.

Warning

Deleting an item removes it from the catalog permanently. Existing invoices referencing it are unaffected, but the item cannot be selected on new documents. Deactivate items you no longer sell instead of deleting them to preserve catalog history.

API

This module is available via the REST API.

Authentication. All API requests require the header authtoken: <token> (generate one at /admin/api/api_management). Base URL. https://your-domain.tld/api/

Key endpoints:

Method	Path	Purpose
`POST`	`{{base_url}}items`	Add new Item
`GET`	`{{base_url}}items?page=&per_page=`	List all Items
`GET`	`{{base_url}}items/:id`	Show One
`PUT`	`{{base_url}}items/12822`	Update Item
`DELETE`	`{{base_url}}delete/items/:id`	Delete Item

See the full payload schemas, query parameters, and example responses in the API reference (`Items`).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/invoice_items