Adding products or services to your orders

Adding products to your sales documents, purchase orders and stock adjustments works the same way in erplain.

You have 3 ways to add products:

1. Start typing the name or the SKU of the product directly in the 'Product or Service' column, select the product and update the quantity:

2. Click on 'Add multiple products' to easily add many products at once:

Select your products by clicking on the product. You can search to filter based on Name, SKU, Tags or Seasons:

Once you have selected the products, you can update the quantity on the right side.

When adding the quantity of the products, the Available column will turn yellow if your product Available Inventory goes below the Re-order point of the product. It will turn red when the product Available Inventory is out of stock.

3. Another way to add products is to use a Barcode scanner. Click on 'Scan':

Scan your products, they will be added automatically:

Scan the barcodes multiple times, or type the quantity on the right side.

Any barcode scanner compatible with your device will work with erplain. Make sure it is setup as keyboard input mode (standard).  You can find many USB or Wireless Barcode scanners on Amazon.

You can find mode information on barcodes on these pages:

- Barcode scanners - First steps

- Barcode management for products and batches 

Creating products or services:

You can create a new product or service directly from this menu by clicking on 'Create':

A custom product is a product that is only used for this transaction. It will be not be saved in your erplain products and its inventory will not be tracked.

Refreshing Prices

If your prices have changed since you added the products to this transaction, click on the Refresh button:

Important: Please note that erplain currently supports adding a maximum of 200 line items for each transaction (Estimates, Sales orders, Invoices, Purchase orders, and Stock adjustments).

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