Help

Catalogue

What you sell, described once: goods, services and bundles with their facts, variants, approved words and pictures, and where each is offered. Prices stay in Billing, the shelf in Stock.

Getting started

These are the steps in the order somebody would do them. The same list is in the tool: press F1, or the control reading "How this works" at the top of the window.

1. Press New item and give it a name and a code

A good comes in a variant for each value that varies, and each variant is linked to its own line in Keyway Stock. A variant with no Stock line is never offered anywhere.

2. Make a category for each kind of thing you sell

A category says which facts its items carry, such as size and colour for tyres or duration for a service, and which of them give an item its variants.

3. Point it at its price

The price is Keyway Billing's price-book item, chosen here and never typed. A bundle is priced as the sum of its parts or as a set with a price of its own.

4. Write its words and approve them

The storefront shows only approved words. Changing approved words sends them back for approval, so nothing goes out that nobody read.

5. Choose where it is offered

The counter, the storefront and the quote picker each show an item once it has what they need. Ready to sell lists what each item still lacks.

The screens, and what to do first on each

Each of these opens with nothing on it on a new install. What the tool says on that screen is what this section says, because it is the same sentence.

Nothing in the catalogue yet

An item is one thing you sell: a good off the shelf, a service, or a bundle of both. Its price comes from Keyway Billing and its shelf from Keyway Stock.

First thing to do: Press New item and give it a name and a code.

No categories yet

A category, such as Tyres or Workshop services, says which facts its items carry and which of them give an item its variants.

First thing to do: Press New category and name its facts.

Nothing to check yet

Every item that lacks a price, a Stock line, approved words or a picture is listed here with where it is held back.

First thing to do: Add your items on the Items screen, or bring in a spreadsheet.

If you get stuck

Write to support@keywaysuite.com. We answer within one business day. Keyway can send us what it knows about your installation: open the hub, go to About and press Get support. It writes one file wherever you choose and never includes your licence, a password, a customer name or a customer address.