Adding a product

Every item you buy or sell needs a product record with its prices and stock rules.

Before you start

Create the category, brand and measurement you need under Inventory > Products.

Steps

1. Go to Inventory > Products > Add Product.
2. Enter the Product Name and Item Code (or scan the barcode into Item Code).
3. Choose the Category, Brand and Measurement. For items sold in packs and pieces, set the Main and Sub Unit.
4. Enter the Purchase and Selling prices. Wholesale, Credit and Label prices are optional.
5. Set the Re-order Level (minimum quantity) and Max Stock Level so low and over-stock alerts work.
6. Set the VAT Type if the item is taxable.
7. Tick Serial Number Based for items tracked by serial, such as phones.
8. Click Save.

Tips

• Tick Is Material for items you use but never sell, such as packing material.
• Adding many products? Use Import on Inventory > Products > View Products to upload an .xlsx, .xls or .csv file.

Still stuck? Open Help & Support (the ? button at the top of any page) and send us a request. We can see which page you were on, so a short description is enough.