Item management.
Prices and VAT maintained once.

Item management is the module in Saldora that keeps your services and goods with price, unit and VAT code in one place. You create each item once and add it to quotes and invoices with two clicks – including description and revenue account. Later price changes only affect new line items; existing documents remain unchanged.

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Service, goods or digital VAT code and revenue account per item Import and export Data in Switzerland

Beratung CHF 150.00 8.1% Konzept CHF 1'200.00 8.1% Lizenz CHF 49.00 8.1% Support CHF 95.00 8.1%

How does an item get into the invoice?

Four stations: create the item, set price and VAT, add it to the document – and keep the list up to date.

  1. 1

    Create the item once

    Under “Items” you click “New item” and enter the name; Saldora assigns the SKU when you save. You choose the type “Service”, “Goods” or “Digital” and the unit, for instance hour, pc. or day. The description appears as the standard text on quotes and invoices.

  2. 2

    Set price and VAT

    Under “Price & VAT” you enter the net price in CHF and choose the VAT code and revenue account. The gross preview calculates net price, VAT and gross amount for you. If you account using the net tax rate method, the VAT code is for information only.

  3. 3

    Into the document with two clicks

    In the editor of a quote or invoice, you choose “Item…” next to “New line item” or press ⇧ X. In the “Items from catalogue” dialog you search by name, SKU or description. Saldora adds name, description, unit, price, VAT code and revenue account to a new line item.

  4. 4

    Keep the list up to date

    You filter the item list by type, VAT code and status. “Duplicate” copies an item under a new SKU; with the status “Inactive” you take it out of circulation without deleting it. You import and export entire item lists directly in the list.

What do you get with Item management?

Four things that keep your documents consistent.

  • Documents stay as they are

    When adding an item, Saldora copies the values into the line item. If you later change an item’s price, this only affects newly inserted line items – existing invoices remain unchanged.

  • Adjust in the document

    You override quantity, price and all other values in the line item without changing the item itself. After adding, the quantity is set to 1.

  • Stock keeping for goods

    With the “Inventory” module you switch on stock keeping for items of the type “Goods”, with default warehouse and minimum stock. Per supplier you store item number, purchase price and surcharge.

  • Deleted does not mean lost

    The list hides deleted items. With the status “Deleted” it shows them again, and “Restore” brings an item back.

Frequently asked questions about Item management

The item master for your services and goods. You create each item once with price, unit, VAT code and revenue account and add it to quotes and invoices instead of typing it anew every time.

Only the name is required; Saldora assigns the SKU when you save. Then there are description, type (“Service”, “Goods” or “Digital”), unit, net price in CHF, VAT code, revenue account, status and tags.

No. When adding an item, Saldora copies the values into the line item. Later changes to the item only affect newly inserted line items.

In the “Line items” tab, click the arrow next to “New line item” and choose “Item…”, or press ⇧ X. In the “Items from catalogue” dialog you search by name, SKU or description. The quantity is then set to 1, and you can override all values in the document.

If you account using the net tax rate method, the VAT code on the item is for information only. The VAT return is settled at the flat rate.

Yes. The item list offers import and export for entire item lists. You copy individual items with “Duplicate”; the copy gets a new SKU.

In the company settings. If no units of your own are set there, Saldora offers a standard list, for example hour, day, flat rate and piece.

Yes. With the status “Deleted”, the item list shows deleted items again, and “Restore” brings them back. Owners, admins and employees may do this; the “Accountant” role lacks this permission.

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Save time, effort and costs with the Saldora Business Suite.

Create items, maintain prices, add them to every document – try Item management free for 30 days.

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