You can list all your products and services as well as create new ones by going to the Products Menu. Products are tangible items such as a pen, shoes or a piece of furniture. Services are actions or activities provided by people.
This is your products list, you can open and edit your product profile by clicking on the name of the product. You can also filter your products based on your categories: Suppliers, Tags, Brands and more by clicking on the 'filters' button.
Deleting a product
Here are two ways to enable/disable a contact:
1. Select the product(s) and then click 'Delete':
2. To delete a product click on the following button:
IMPORTANT: Once your products have been deleted, you won’t be able to track their inventory and valuation anymore and sales reports will not include these products.
Creating a product
To create a new product, click on '+ CREATE':
Then, fill your product's information starting by the product type:
Product information are categorized (Overview, Inventory, Selling Prices, Tags etc). In each category, you can click the information button for more details.
Finally, don't forget to save:
If you need to create products variants (same product in other sizes or colors for example). Please refer to the article Creating and managing product variants.
If you need to create products bundles or assemblies. Please refer to the article on Kits and Assemblies.
Barcode support
To assign a Barcode to your products, simply scan your product's barcode in the barcode field (Category 'Overview') and save your product:
Once you have assigned the barcodes to your products, you can use your barcode scanner to add products to your orders by clicking on the "Scan barcodes" button. You can find more information on this page: Barcodes.