Items

The Items Submodule is the central product management interface within Caddayn Biller.

It enables:

• Viewing all inventory items in a structured list
• Sorting and filtering based on Category, Brand, etc.
• Adding new product records
• Editing existing item records
• Bulk importing items via CSV upload
• Managing pricing and tax-linked configurations

All products used in Sales and Purchase transactions must first be created here. Caddayn Biller also allows you to create new items directly while making a purchase entry, without leaving the purchase screen in one go.

1.1.1⠀Add New Item
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Purpose #

To create a new product record that can be used in billing, inventory tracking, and reporting.

Step-by-Step Procedure
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1. Open the Main Menu.
2. Select Master Data.
3. Click on the Items submodule.
4. Click the Add Item button (Top-right corner).
5. A new item form window will open.
6. Enter all required product details including:
   • Item Name
   • Category
   • Brand
   • Pricing Information
   • Tax details
   • Other applicable attributes
7. Click Save Changes.
8. The newly created item will now appear in the Items list.

Similarly, to edit the details of a product, click on it and select the edit option and enter the details as mentioned above.

1.1.2⠀Bulk Item Upload #

Purpose #

To efficiently insert large numbers of product records without manual entry.

Functional Description
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The Items submodule supports direct CSV file upload for bulk product creation.

This feature:

• Reduces manual entry time
• Prevents repetitive data entry
• Enables quick onboarding of large inventories

Uploaded records are validated before insertion into the system.

Steps for Bulk upload #

1. Go to Master Data → Items
2. Click Bulk Insertion
3. In the popup:
   • Click Download Template
   • Fill item data in the CSV file
4. Upload the completed file
5. Click Insert

All valid items will be added to the system.

1.1.3⠀System Dependencies #

Items are directly linked to:

• Sales transactions
• Purchase entries
• Inventory stock tracking
• Profit & Loss reports
• Tax calculations

Deleting or modifying item records impacts all dependent modules.

1.1.4⠀ Production Notes #

• Item records should not be hard deleted once transactions exist.
• Editing price fields may affect future transactions but not historical ones.
• Bulk uploads must follow system-defined CSV format for successful validation.