Update Item

After adding details to the system, you may find it necessary to make updates to some information. This could include changing an item's rate, name, sales tax, or other relevant details. To ensure a smooth update process, please follow the detailed steps outlined below:

  • Begin by locating the side menu on your screen and clicking on the "Master" option. This action will expand a submenu filled with various options. Look for and select "Items" Once you do this, you will be directed to the Items Management page, where you will see a comprehensive list of all the items you have previously entered into the system, each displayed with its respective details.
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  • On the Items Management page, take a moment to scan through the list. If you have many items, consider using the filter function to narrow down your search effectively. This will help you quickly locate the specific item you wish to update.
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  • As soon as you identify the item you want to change, simply click on it. Instantly, a detailed panel will unfold on the right side of the page, revealing all the information you need about that item in a clear and organized manner.
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  • Navigate to the details page of your item, and look toward the top right corner, where you'll find an "Edit" button. Once you press this button, a new form will unfold before you, displaying all the information you originally crafted while bringing your item. Everything you entered will be neatly organized, ready for any updates or revisions you wish to make.
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  • The edit form you are taken to will be populated with all the details you originally entered during the item’s creation. Carefully review each field to ensure accuracy, and make any necessary changes to reflect the correct information, such as adjusting the item’s name, rate, or sales tax.
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  • After you have meticulously updated all the required fields in the form, locate the "Submit" button at the bottom of the page. Click on this button to finalize your changes. Your item will now be updated in the system with the new information you've provided.

Following these steps will help you keep your item details accurate and up-to-date.