You can add all products that you sell at your business locations from your workspace and track the stock for different options and variants.
This help guide will cover:
How to add products
How to track inventory
How to add products to invoices
Add products
Go to Products, then click + New product.
Create a product
Give your product a name, like 'Foam Roller'.
Add a category to help you find the product easily when adding it to an invoice
Add a description for the product (for your internal references only)
Enter an item code that appears on invoices
Add the vendor responsible for selling the product
Select the tax rate for your product (such as GST on income)
Create an option
You must add at least one option, even if your product is a single product. Then click Save.
❓ A product option is a unique type of variation, such as size, shape and colour with individual values. Then click Save.
In this example, the product has two options for Size and colour.
Click Save.
📝 Note: If your product is a single product, enter the product name in the name field, then again in the values field.
Your list of options created will now be displayed along with the values.
Add variants
Add all variants (all possible combinations of your product), even if your product is a single product. For example, a Small Green Foam Roller, or a Large Yellow Foam Roller.
Click Save.
📝 Note: If your product is a single product, select the product from the name field. There will only be one variant, which will be a single product.
Once selected, you can:
Add an SKU
Enter the product price
Select the unit of measure for the variant from the available list of measurements, or enter your own unit of measure.
Simply can click Add all missing variants to automatically create all variants that have not yet been created.
Select the variations you would like to create. For example, if you don't have Foam Rollers in a Small Yellow, then you would unselect it.
Make the product available and track stock
Set the initial stock count for each location
You can select the locations where the product is available, and then decide if you want to track stock for that specific location. If you choose not to track stock, you can sell unlimited items by adding them to invoices.
If you want to track stock, expand the table and then click Manage Stock.
Select the Available checkbox.
Select Track stock if you need to manage individual stock count. Click + Add stock.
Add stock
Click the three dots under actions and click Add stock. Enter the amount to add and the reason, then click OK.
Remove stock
Click the three dots under actions and click Remove stock. Enter the amount to remove and the reason, then click OK.
Recount stock
Click the three dots under actions and click Adjust stock. Enter the new total amount of stock, then click OK.
Add products to invoices
Now that you have products created in your business, you are going to want to sell them by adding them to invoices. Check out the guide to see how to add products to invoices, and see how the stock is automatically updated.