Step by step
- Open Inventory > Add Product.
- Type the Product Name and choose the Unit; both are required. Leave Product Code empty and the software makes the code, or type your own code (the barcode of the product).
- Choose the Category, Subcategory and Brand. The + beside a field adds a new one without leaving the page.
- Under Pricing enter the Unit Cost and either the Profit Margin(%) or the Unit Price; the other one is calculated.
- If the product comes in sizes or colours, set Has Variant? to Yes and add the variants. Each variant gets its own code, cost and price.
- If needed set the Alert Quantity (the stock level at which the product appears in the alert list), Warranty, Applicable Tax and the Thumbnail Photo.
- To put the first stock in at once, switch on Purchase With This Item and give the Supplier, the Quantity and the payment.
- Press Save (F8) to go to the product list, or Save & Add Another (F9) to keep adding products.
Good to know
- Two products cannot have the same name.
- For a service or a digital product choose the Stock Type "Service/Digital Product": no stock is kept for it.
- Has Multi Unit lets you buy and sell the product in a bigger unit too, for example carton and piece.
- There is no opening stock field on this page. Add it from Product List > Action > Add or Edit Opening Stock, or use Purchase With This Item.
- The cost and the price must be filled before variants can be created.
- Purchase With This Item is not available for a variant, service or multi unit product.
- Your plan can have a product limit; it is shown beside the page title.
- Photo: png, jpg, gif or webp, up to 2 MB.