Items

Your catalogue. An item carries the name, price, VAT treatment and unit that an invoice line copies, so you set them once instead of on every invoice.

	Admin	Accountant	Create invoice	View invoice
See items	yes	yes	yes	yes
Add and edit items, deactivate and activate	yes	yes	yes	—
Add pictures while adding or editing an item	yes	yes	yes	—
Add a picture to an existing item, remove a picture	yes	yes	yes	—

What you see

1. Item List: your active items, 10 a page, newest first. Deactivated items appear only through Filter.
2. Add Item: opens the item form.
3. Sort by: Latest (the default) or Oldest.
4. Filter: Is Active (Active or Inactive), Business Type (B2B or B2C) and Unlimited Stock.
5. Search: see Search. Typing two or more characters opens a list of matching items; click one to open it, or press Enter to filter the list.

The columns are Item Name, Price, Unit, Stock Levels and Status. Unit shows the item's unit of measure code (PCE for piece, BOX, KGM for kilogram). Clix has no SKU field. Stock Levels reads Unlimited for an item whose stock you don't track.

How an item becomes an invoice line

flowchart LR
    A["<b>Item</b><br/>name, price, VAT,<br/>reason, unit"] -->|"pick it in Select items"| B["<b>Invoice line</b><br/>copies all of them"]
    B --> C["Set the quantity"]
    C --> D["Issue the invoice"]
    D --> E["Tracked stock<br/>goes down by the quantity"]

On the invoice, an item's line takes the item's price, VAT treatment, VAT rate, reason and unit. Only the quantity can be changed on the line. For a different price or VAT on one sale, edit the item first, or type the line in as a service line instead of picking the item. See Invoices.

The invoice keeps its own copy of these values. Editing the item later never changes an invoice already issued. A draft reads the item again when it is issued.

Tasks

• Add an item
• Choose the VAT treatment
• Track stock
• Add pictures of an item
• Remove a picture
• Edit or deactivate an item

Add an item

Why. So invoice lines are consistent and fast.

Who. Admin, Accountant, Create invoice.

1. Click Add Item. Every field is required unless marked Optional.
2. Under Item details:
   • Item name (English): 4 to 50 characters; letters, digits, spaces and . , ' ! ? -. It is used across Clix and in search. Two items cannot share it (the check is case-sensitive).
   • Item name (Arabic): 4 to 50 characters in Arabic script. It is printed on the tax invoice.
   • Sold to: B2B or B2C. It appears only if your business sells to both; otherwise it is set by your business type. It is used by the list's Business Type filter.
3. Under Price and VAT, enter the Selling Price: more than 0, at most 2 decimals, below 1,000,000,000. Choose the VAT treatment; see Choose the VAT treatment. A line under the price shows what the customer pays, for example "Customer pays 11.50 SAR — 10.00 plus 1.50 VAT".
4. Under Stock, choose No — always available (the default) or Yes — track quantity; see Track stock. Choose the Unit of measure.
5. More details (optional) holds Photo, Short Description and Description.
6. Click Add item, or Save and add another to start the next item with the same Sold to, VAT and stock choices.

Result. The item appears in the list and in the Select items panel on the invoice form.

The Unit of measure list has 41 units: counts (piece, pieces, box, carton, packet, pallet), weights (gram, kilogram, tonne, pound, ounce and others), lengths, areas, volumes (litre, gallon, cubic metre and others) and energy (kilowatt-hour, joule, calorie). It has no unit of time, so a service sold by the hour or day uses piece.

Choose the VAT treatment

Why. ZATCA needs the VAT category of every line, and a reason for every line that is not standard rated. You set both on the item, and every invoice line copies them.

VAT treatment	Category	Rate	Reason
Standard Rated	S	Choose VAT Rate: 15 or 5	None
Zero Rated	Z	0%	Choose one of 12 ZATCA reasons. The form starts on Export of goods.
Exempt from VAT	E	0%	Choose one of 3 ZATCA reasons. The form starts on Financial services mentioned in Article 29 of the VAT Regulations.
Not Subject to VAT	O	0%	Type the reason in your own words

Check the preselected reason

For Zero Rated and Exempt, the form fills in the first reason in the list. If it is not the reason that applies to this item, change it: it is printed on every invoice line for the item. See Invoice types.

Track stock

Why. To know how many you have left, and to be warned before you run out.

Under Stock, choose:

• No — always available: no quantity is kept. The list shows Unlimited.
• Yes — track quantity: enter the Current quantity (a whole number, at least 1) and Low-stock alert at (a whole number, lower than the current quantity).

Low-stock alert at is required

The form marks Low-stock alert at as Optional, but Clix refuses to save a tracked item without it. The message reads "alert_quantity cannot be null when unlimited_stock is False". Always fill it in.

What changes the quantity:

Event	Effect on a tracked item
Issuing a tax invoice with the item	The quantity goes down by the line's quantity
A line asks for more than you have	The invoice is refused: "Quantity … exceeds available stock … for item …". The quantity never goes below 0.
Issuing a credit note	No change. Returned goods are not added back; edit the item to correct the quantity.
Issuing a debit note	No change

The dashboard shows Low stock · N items below their alert level. It counts active items whose quantity is below the alert level. An item exactly at its alert level is not counted yet.

Add pictures of an item

Why. A picture makes the right item obvious in a long catalogue.

1. Open the item, click Manage and then Edit Item, or start from Add Item.
2. Open More details and add one or more pictures under Photo (PNG, JPEG or GIF, up to 2 MB each, at most 5 per item).
3. Save.

Result. The first picture becomes the item's thumbnail in the list and in search. The item's Detail Item Images tab shows the pictures; it has no upload button of its own.

Pictures are for your catalogue. They are not printed on the invoice and not sent to ZATCA. They are stored at a public web address, so don't use pictures that must stay private.

An Admin, an Accountant or a Create invoice user can add a picture to an item that already exists, or remove one. A View invoice user can't.

Remove a picture

1. Open the item, click Manage and then Edit Item.
2. Open More details. Each picture is listed by its file name.
3. Click the bin icon next to the picture.
4. Click Save changes.

Result. The picture is deleted when you save. Leave the page without saving and every picture stays. If a removal fails, Clix still saves the item and names the picture: "The item was saved, but these photos were not removed: …. Try again."

Edit or deactivate an item

Open the item and click Manage:

Action	Who	Effect
Edit Item	Admin, Accountant, Create invoice	Changes apply to invoices issued from now on. Issued invoices keep their copy.
Deactivate	Admin, Accountant, Create invoice	The item leaves the list and the Select items panel. An invoice cannot use it. Activate brings it back.

To see deactivated items, use Filter → Is Active → Inactive.

Limits

Item	Limit
Item names	4 to 50 characters each
Selling price	More than 0, 2 decimals, below 1,000,000,000
Stock quantities	Whole numbers; alert below the current quantity
Pictures	PNG, JPEG or GIF, up to 2 MB each; at most 5 per item

Items are on every plan, with no limit on how many you add.

Related

• Invoices
• Search
• Clients and client groups
• Dashboard