The Items module in SMATO CRM gives your business a central place to manage products and services. From pricing and tax information to supplier details, every item is ready to be used across estimates, sales orders, invoices, and purchase orders.
Whether you’re preparing an estimate, creating an invoice, or raising a purchase order, accurate item information makes every transaction faster and more reliable.
Instead of maintaining separate product lists for different departments, the Items module keeps everything in one organised catalogue that the entire business can use.
Quickly add products and services while preparing estimates or sales orders without manually entering item details.
Use consistent pricing, tax information, and HSN/SAC codes for billing and compliance.
Maintain a single, reliable catalogue that supports consistency across departments.
Associate suppliers with individual items, making purchasing and vendor coordination more efficient.
The Items module isn’t limited to product management—it supports several workflows across SMATO CRM.
The same item information can be used when creating:
Create a complete record for every product or service, including:
With all essential details stored together, your team spends less time searching and more time serving customers.
Regardless of the industry or domain, our digital services provide cutting-edge solutions that are adapted to meet the unique demands and goals of our clients.
The Items module helps businesses maintain a central catalogue of products and services used across sales and purchasing activities.
You can maintain item names, categories, HSN/SAC codes, pricing, tax details, descriptions, images, and supplier information.
Yes. Each item can be associated with supplier details, making procurement easier.
Yes. The module supports physical products as well as service offerings.
Sales, Finance, Procurement, Operations, and Management teams all benefit from a shared item catalogue.
It provides product and service information that can be used across Estimates, Sales Orders, Purchase Orders, and Invoices, ensuring consistency throughout the CRM workflow.
A well-managed catalogue makes every estimate, order, and invoice more accurate. The Items module helps your teams work with consistent information across every stage of the business process.
See how the Items module fits into your complete SMATO CRM workflow by scheduling a personalised demo.
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