Before creating your first Estimate, Sales Order, Invoice or Purchase Order, you will need to create a product or service:
- A Product is a physical good, something you can see or touch
- A Service is intangible, such as an hour of labor
You can also watch a short tutorial video in our Video section.
Below are the steps to create a product or a service. The only required information is the name of the product:
- Click on the menu 'Products and Services' then 'Products' and 'Create Product':
- Here you can type your product name, SKU, description and pricing:
- Categorize your products with Tags, Brands, and Season. You can also add product pictures:
- Enter the product inventory information:
You can also create your product variants directly from this new product form, this step is optional but recommended. Refer to this article for more information.
- Save:
For more detailed information about managing Products, please refer to this article.