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.
For more detailed information about managing Products, please refer to this article.