When importing data, you can use the Cleanup Tool options to make your work easier, optimize data and avoid errors.
To access the Cleanup Tool, click on the left menu under Tools > Cleanup Tool.
Selecting the Put the “Show on Invoice” and “Show on Quote” Boxes Checked on all Products brings benefits such as document standardization, ensuring a uniform presentation on invoices and quotations. This increases transparency for the customer, as it is enabling a detailed view of the products included.
This option also helps avoid oversights by ensuring that all information is correctly recorded. The option facilitates communication with customers, eliminating doubts and misunderstandings.
It also saves time by automating product display, and improves internal control by aligning records and documents. Which is ideal for companies seeking clarity, precision and efficiency in their business processes.
Those options are accessible from the menu Inventory > Products & Services menu > Options tab.
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