Products and Services

Overview

Create and manage your product and service catalog. This is the foundation of your inventory system.

Creating a Product

Step 1: Access Product Creation

1. Go to "Inventory" > "Products"
2. Click "Create New Product"
3. You will see the product creation form

Step 2: Enter Product Details

• Product Name: Name of the product
• Product Code: Unique identifier (SKU)
• Barcode: Product barcode
• Category: Product category
• Description: Detailed description

Step 3: Set Pricing

• Cost Price: What you paid for the product
• Selling Price: What you sell it for
• Tax Category: Tax applicable to this product
• Discount Allowed: Maximum discount percentage

Step 4: Configure Inventory

• Track Inventory: Enable inventory tracking
• Reorder Level: Minimum stock level
• Reorder Quantity: Quantity to order when low
• Unit of Measure: How product is measured (pieces, kg, etc.)

Step 5: Save Product

• Review all entered information
• Click "Create Product"
• Product is added to your catalog

Product Types

Inventory Products

Physical products that are tracked in inventory.

• Tracked by quantity
• Stock levels updated on sales
• Reorder alerts available

Services

Non-physical services that are not tracked in inventory.

• Not tracked by quantity
• Billed by time or project
• No stock management

Bundles

Combinations of products sold together.

• Contain multiple products
• Sold as a single unit
• Stock tracked for each component

Managing Products

Editing Products

1. Go to "Inventory" > "Products"
2. Click on the product to edit
3. Modify the product details
4. Click "Save Changes"

Deactivating Products

1. Go to "Inventory" > "Products"
2. Click on the product
3. Click "Deactivate"
4. Product will no longer appear in sales forms

Deleting Products

• You can only delete products with no transactions
• Deactivate products instead of deleting
• Deleted products cannot be recovered

Product Categories

Creating Categories

1. Go to "Inventory" > "Products"
2. Click "Categories"
3. Click "Create New Category"
4. Enter category name and description
5. Click "Save"

Organizing Products

• Assign products to categories
• Use categories for reporting
• Filter products by category
• Set category-specific pricing

Pricing

Price Lists

• Create different price lists for different customers
• Set prices by customer type
• Apply volume discounts
• Set seasonal pricing

Price Management

1. Go to "Inventory" > "Products"
2. Click on the product
3. Click "Pricing"
4. Modify prices as needed
5. Click "Save"

Barcodes

Barcode Setup

• Assign barcodes to products
• Use standard barcode formats
• Print barcode labels
• Scan barcodes for quick entry

Generating Barcodes

1. Go to "Inventory" > "Products"
2. Select products
3. Click "Generate Barcodes"
4. Print barcode labels

Product Attributes

Adding Attributes

• Size, color, style
• Variants of the same product
• Track variants separately

Managing Variants

1. Go to "Inventory" > "Products"
2. Click on the product
3. Click "Variants"
4. Add or modify variants
5. Set prices for each variant

Bulk Operations

Importing Products

1. Go to "Inventory" > "Products"
2. Click "Import Products"
3. Upload CSV or Excel file
4. Map columns to product fields
5. Click "Import"

Exporting Products

1. Go to "Inventory" > "Products"
2. Click "Export Products"
3. Select export format
4. Click "Download"

Bulk Price Update

1. Go to "Inventory" > "Products"
2. Click "Bulk Update"
3. Select products
4. Enter new prices or adjustments
5. Click "Update"

Best Practices

• Use consistent product naming
• Assign unique SKUs to each product
• Keep product information up-to-date
• Use categories for organization
• Set accurate cost and selling prices
• Use barcodes for tracking
• Review product performance regularly

Next Steps

After creating products:

1. Add initial stock
2. Set up warehouse locations
3. Perform stock count