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For sales and purchasing teams

Find and use items

Find products and services with consistent information for your documents. This article is for people who perform this task.

Contents

Before you begin

The Items area is the shared catalogue of products, services, and resources. When you select an item in a quote, order, invoice, or another workflow, Talento reuses its usual name, price, and tax to reduce repeated entry and keep information consistent.

An item can also contain a category, description, codes, team, office, images, custom fields, visibility, booking availability, and stock control.

Search and review an item

Open Items and search by name, barcode, or serial number. You can also filter by category and team.

The item page shows its core information. Its tabs show related documents and stock when you have sufficient access.

Tip

Search before creating. Duplicate items can split documents and inventory between separate histories.

From the item page, you can review:

  • Invoices, for sales documents containing the item;
  • Purchase orders, for requested incoming quantities;
  • Stock, for movements and balances.

The information you can see depends on your permissions and each document's visibility.

Result

You can confirm the result in your personal area or in the status described in the steps above.

Common problems

If an option does not appear, it may depend on your permissions, enabled modules, or company configuration. Ask an administrator to review your access; you do not need to repeat the task or choose an unsuitable alternative.