Skip to main content

Generic articles

Generic articles are free-form catalogue entries, not tied to a window profile: labour, additional expenses, miscellaneous components or any item you want to include in a quote without a direct correspondence to a window frame.

How to access

  • Menu: Inventory → Generic Articles tab
  • Address: /inventory then select the "Generic Articles" tab
  • Who can use it: Administrator and User (creation/editing/deletion reserved for Administrator)

Interface

Article list

Each row shows:

  • Name of the article
  • Category (if set)
  • Unit of measure
  • Selling price
  • Margin percentage if purchase cost is entered
  • Edit (pencil) and Delete (bin) buttons
  • Text search field — filters by article name
  • Sort menu — Name A–Z / Z–A, Category A–Z / Z–A, Price ascending / descending, Newest / Oldest
  • Clear filters button

Top-right button

  • New article — opens the creation form

Operations

Create a generic article

  1. Click New article.
  2. Fill in at least the Name and the Selling price.
  3. (Optional) Add category, unit, purchase cost, description and notes.
  4. Click Create article.

Edit a generic article

  1. Click the pencil icon on the article row.
  2. Update the desired fields.
  3. Click Update article.

Delete a generic article

  1. Click the bin icon.
  2. Confirm in the dialogue.
  3. You have 5 seconds to undo via the notification.

Form fields

FieldRequiredDescription
NameYesArticle name. Max 120 characters.
CategoryNoFree-text label for grouping similar articles (e.g. "Labour", "Expenses"). Max 80 characters.
Unit of measureNoChoose from: unit (cad.), m², m, ml, kg, l, hours. Default: unit.
Selling priceYesUnit selling price (€). Can be 0.
Purchase costNoSupplier cost. Not visible to customers. Shows margin in real time if entered.
DescriptionNoExtended descriptive text, included in the quote document. Max 1000 characters.
NotesNoInternal-use text, not included in customer documents. Max 500 characters.

States and messages

  • Name required: appears when trying to save without filling in the Name field.
  • Invalid price: appears if the entered price is not a valid number or is negative.
  • Positive / negative margin: calculated in real time when both selling price and purchase cost are present.

Notes and limits

  • Category is a free-text field: there is no closed list. Use consistent values to be able to filter effectively later.
  • The description is included in the quote PDF; internal notes are not.
  • The selling price can be 0 (article included free of charge in the quote).