Creating an item catalog for your frequently sold products and services is a powerful way to make your sales process faster, more consistent, and more professional. Instead of manually typing item details every time, you can select pre-saved items with set prices and descriptions.
Items from your catalog can be easily added to invoices, quotes, and Point-of-Sale (POS) orders. This guide explains how to create, manage, and use items in your Dappr Sales catalog.
Navigating to your item catalog
All of your saved products and services are managed in one central location.
From the main menu, navigate to Sales.
Select Items from the top menu.
This page will display a list of all the items you have created. You can search for items or filter the list to show only products or services.
How to create a new item
From the Items page, click the Create item button in the top-right corner. This will launch the full-screen item editor.
Select Item Type: Choose whether the item is a Physical product or a Service. This selection helps with filtering and organization.
Enter Item Details:
Name and Price: These are required fields.
Description (Optional): This description can be displayed on customer-facing documents like the payment page.
Cost per item (Optional): Entering the direct cost of the item allows Dappr to automatically calculate your profit margin on sales reports.
Unit type (Optional): Specify the unit of sale, such as "per hour" for consulting or "each" for a product. This adds clarity for your customer.
Upload Media (Optional): You can upload photos of your product (up to 10 MB each). These images will be displayed on the payment page and in the Point-of-Sale interface.
Set Tax Status: You can mark the item as globally tax exempt. See the section below for important details on this setting.
Click Save item.
After saving, you will be redirected to the item's dedicated page, which shows all its details and a list of recent sales. From here, you can also click Create invoice to start a new invoice with this item already included.
Managing tax exemption
You have two ways to handle tax exemption for items:
Global Tax Exemption: In the item editor, you can check a box to make the item permanently tax exempt. This should only be used for products or services that are exempt from sales tax in all jurisdictions where you are registered to collect tax.
Per-Invoice Tax Exemption: This is the more flexible and common method. If an item is taxable in some states but not others, you should not mark it as globally tax exempt. Instead, you can make it tax exempt on a case-by-case basis directly within an invoice:
When creating an invoice, add the item from your catalog.
Click on Item options for that line item.
Check the "Item is tax exempt" box.
Click Save.
This allows you to apply the correct tax rules for each specific sale without needing to create multiple versions of the same item.
Archiving an item
To maintain data integrity, items cannot be permanently deleted. However, if you no longer sell a particular product or service, you can archive it to remove it from your active lists.
On the main Items page, find the item you wish to archive.
Click the three-dot actions menu on the right side of its row.
Select Archive item from the dropdown and confirm in the pop-up.
Archiving an item will prevent it from being selected when creating new invoices or POS orders, but it will not affect any past transactions or reports that include the item.