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Please have the following information ready.

General information about your articles

Information from your previous offers and invoices.

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Information from your previous offers and invoices.

VAT details

You can obtain these from the trustee or the federal tax authority

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You can obtain these from the trustee or the federal tax authority

Article variants

Information about all possible variants of the same product.

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Information about all possible variants of the same product.

Prices

Information from your previous offers and invoices.

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Information from your previous offers and invoices.

Article sets

Information about possible product combinations.

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Information about possible product combinations.

Hint: 
If you have already completed one of the following steps, just skip it.


1. Enter the articles

Add the general and basic information about your products or services. You can also find further information in our FAQs.

Information required: General details of your articles, images, description and price.

 

Good to know.
  1. If you have a lot of articles, it is best to use the mass import function of KLARA. Download our Excel template, fill it out and upload it again.
     
  2. Articles are basic components of KLARA. They correspond to the various work materials, products or services that you want to sell or invoice to your customers. They might be wall paints, cleaning materials, T-shirts, flowers, graphics or consultancy, for instance.


2. VAT details

To bill your articles in compliance with legal requirements, you need to configure the VAT details for the article accordingly. More information on this can be found here. If you are not VAT registered, you should not tick the VAT field.

Information required: VAT type, billing method (effective or net tax rate), billing type (collected or agreed)

 

Good to know.

If you do not know this information, you can get it from your trustee or the federal tax authority. Please make sure that your VAT details are entered correctly. You are required to state the correct VAT on the invoice for the customer.


3. Define article variants.

You can configure a number of different variants of a product. The simple drop-down menu gives your customer a better overview of all the products on offer, so they can select the right product variant for them.

The same also applies for you and your staff when it comes to selecting the right articles in Order Management or the KLARA POS. 

Information required: Information about all possible variants of your products.

 

Good to know.
  1. To give an example, you can enter the article "T-shirt" and configure the option "Size" with the values "S", "M" and "L" and the option "Colour" with the values "yellow", "red" and "black".

  2. You can use different images for each product variant.

  3. You can, of course, also define a specific price for each variant of your product.


4. Manage prices

Define the prices for all product variants. You can store different prices over time and for different target groups.

Information required: Your current price list and all information that will enable you to determine your prices.

 

Good to know.

KLARA gives you great flexibility when it comes to managing prices.

  1. You can define different price categories according to target group. For instance, you can offer a product at a lower price for your top customers. Alternatively, you can define a price for direct sales in your physical store via the KLARA POS and a different price for sales in your online shop.

  2. You can plan the price movement of your products over the long term. This gives you enormous flexibility for planning special offers or responding immediately to changes in the terms of your suppliers.


5. Assemble article sets

Are some of your products or services often sold together? If, for instance, the black T-shirt of size L is often sold together with black trousers of size L, you can create an article set that contains both products.

Article sets can be easily added to offers in Order Management, sold in KLARA POS, offered in the Online Shop or billed together in KLARA Project.
To create a new set, click on "Add article set".

Define the article number, the barcode and the article set tag. Caution! Make a note of the article set tag so that you can add the associated articles to the set later. Define the name, the description and the unit of the article set.

You can add individual articles to an article set as soon as you have created it. To do so, open the detailed view of the corresponding article and, under "Article set", select the previously defined article set tag.

Information required: Information about possible product combinations

 

Good to know.
  1. Would you like to offer the articles included in the article set at a lower price than if you were selling them separately? Then enter a separate price category with the tag of the article set. KLARA will calculate the total price of the article set automatically.

  2. The integrated translation function allows you to display the article description in multiple languages at the press of a button.


Well done!

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Congratulations on setting up the basic settings for your articles!

KLARA Online Shop

Now sell your articles online. Continue setting up your online shop.

KLARA Project

Continue configuring your projects and start efficient reporting and invoicing soon.

KLARA Order Management

Use Order Management now to create the first offers for your customers.


KLARA supports you.

Discover our offers in different areas, which are available for you for free.

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FAQ
Many questions have already been answered. Just have a look at our FAQs.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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Online training courses
Tips, tricks and step-by-step instructions are available in our online training courses.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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Videos
KLARA supports you in your work by providing short explanatory videos on individual functions.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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KLARA Community
The KLARA Community is a place for mutual knowledge transfer and information exchange about KLARA.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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