Items & Product Catalog

Items represent the products and services your business buys and sells. In AI-native ERP, items are more than catalog entries -- they carry GL account mappings, pricing rules, tax settings, and inventory configuration that automate the accounting behind every transaction.

Item Types and Categories#

You can create four types of items: revenue products (physical goods you sell), revenue services (services you provide), expense products (goods you purchase), and expense services (services you buy). Each item belongs to a category -- inventory, sales, services, software, subscription, raw materials, finished goods, labor, shipping, or other -- that helps organize your catalog and drives reporting.

Every item gets a unique item number (SKU) and display name. You can add detailed descriptions, set the unit of measure (each, hour, kilogram, gallon, dozen, day), and flag items as taxable or tax-exempt. These properties flow through to invoices, purchase orders, and financial reports.

GL Account Mappings#

The power of item management lies in its GL integration. Each item can be mapped to four GL accounts: revenue (for sales), expense (for purchases), asset (for inventory), and cost of goods sold. When you include an item on an invoice or bill, the system automatically posts to the correct accounts based on these mappings.

This eliminates one of the most common sources of accounting errors -- manual account selection on every transaction. Your team selects the item, and the system handles the accounting. When you change an item's account mapping, all future transactions use the new configuration while historical postings remain unchanged.

Pricing#

Items carry default unit prices and cost prices that serve as baseline pricing across your organization. For customers who have negotiated special rates, you can create customer-specific pricing that overrides the default. Volume pricing tiers let you offer quantity-based discounts automatically.

The pricing engine evaluates multiple layers in priority order: customer-specific prices, promotional pricing, volume tiers, entity-level prices, and finally the master catalog price. You can check the effective price for any item-customer-quantity combination before creating an invoice.

Multi-Entity and Bulk Operations#

Items use the same master-entity architecture as other master data. Define an item once, use it across all entities, and override properties per entity only when needed. Bulk import from CSV lets you migrate entire product catalogs from external systems, with automatic duplicate detection by item number and intelligent field mapping.