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Products & Services

Create and manage your products, services, prices and costs

  • Creating and managing your Products

    Products are items that are tangible, such as pens, salt, shoes, or hats and Services are activities provided by people, such as technicians, or trade professionals. You can list all your products and...

  • Creating and managing your Services

    Products are items that are tangible, such as pens, salt, shoes, or hats and Services are activities provided by people, such as technicians, or trade professionals. You can list all your services and...

  • Creating and managing product variants

    Variants: sometimes the same product is available in different styles or types. For example, you might sell shoes in a number of different sizes, or a table in different materials. Options: for exampl...

  • Manage Prices

    As you are creating a new product, you will be prompted for a purchase price, a wholesale price and a recommended retail price. This is done directly in the new product form (or editing form).  Wholes...

  • Tracking your product cost and inventory valuation

    Purchase price and Cost are two different numbers. The Purchase price (PP) is the default price being used when creating a Purchase Order. The product Cost refers to the cost to acquire or create a pr...

  • Packs

    You can buy or sell packs made of multiple times the same product. For example: a box of 100 socks. To create a pack, go to the menu 'Products & Services', and click on 'Products'.  Then, click on the...

  • Batches & Serial Numbers

    You can trace products along the distribution chain using batch numbers. They are also called lot numbers or serial numbers for unique IDs. Each batch number can have an Expiration date and a Barcode ...

  • Bundles / Assemblies / Kits

    You can combine multiple products or components in a bundle. It can also be called assembly or kit. Just like creating a recipe, you can create a product that is made from other products (or component...