Articles

Overview

Articles represent line items for orders, invoices, or anything that has a cost.
They are used to clearly define what is being sold, installed, or delivered.

Only Admins can create and modify articles. This is done in Admin → Order → Articles.

Article Details

When creating an article, Admins define:

• Name - The main name of the article
• Article ID (optional) - A short identifier to quickly recognize the article
• Description - Additional information about the article
• Unit - To clarify the measurement, e.g., Meter, Piece, Hour

Order Partner & Type

You can limit an article by setting an Order Partner and/or Order Type.

• If an Order Partner is set, the article is only available in orders for that partner
• If an Order Type is set, the article is only available in orders of that type
• If no Order Partner is set, the article is available in orders for all partners
• If no Order Type is set, the article is available in orders of all types

Pricing & Commissions

Each article includes:

• Purchase price (optional) - The price you pay for the item
• Sales price - The price visible to users or customers
• Invoice price (optional) - Defaults to the sales price if not set. Useful when reselling through another system

Which price is shown

By default, installers see the Sales price.
Because of that, customers also see the Sales price by default.

Partners also see the Sales price by default.

This can be changed so the Invoice price is shown instead:

• For installers, this is configured globally in Settings
• For partners, this is configured per partner in Order Partner

You can also set commissions:

• Installer commission - Applied to users with the INSTALLER role assigned to the order
• User commission - Applied to users with the ADMIN or USER role who add the article to the order

This allows you to track potential commissions for payroll or reporting purposes.

Fortnox Integration

If the Fortnox integration is enabled:

• You can attach a Fortnox account to the article
• When sending the invoice to Fortnox, the article is automatically mapped

Visibility

Articles can be marked as hidden:

• Hidden articles are NOT visible for customers
• Hidden articles are also NOT visible for partners and installers, unless explicitly configured
• Installer visibility is controlled by a global setting in Settings
• Partner visibility is configured per partner in Order Partner
• Useful for internal items or adjustments that should not be shown on the order

Custom Articles

• Articles are what appear as line items in an order’s invoice
• Modifying an article updates its representation on invoices automatically
• Custom articles can be created for a one-off use and will only exist on that specific order