Add your products

The order to set up categories, brands and units, then add products one by one or import them from a file.

Everything you sell or buy is a product: goods on the shelf, a menu item, a room service or a monthly package. This article shows the order to set things up and the quickest way to get your list in.

Before you begin

• Set up your taxes first, so you can pick a product's tax. See Set up taxes.
• Your company already has a category Uncategorized, a brand Generic and units such as Piece, Kilogram and Dozen. You can start with these and tidy up later.

Where to find it

Open Inventory → Products → All Products.

Set up the lists products use

Add these first, so you can pick them on each product. All are in Inventory → Products:

List	What it is for	Article
Categories	Groups such as Beverages or Mobile Phones. Used in reports and on the till.	Categories
Brands	The maker, for example Ali Traders.	Brands
Units	How you count: piece, kg, litre, box.	Units
UOM Groups	One product sold in several units, such as piece and carton.	UOM Groups
Attributes	Size, colour and other options for variants.	Attributes
Product Groups / Departments	A second grouping, such as a department.	Product Groups / Departments
Racks	Where an item sits in the store.	Racks
Price Lists	Different prices for different customers.	Price Lists

You can also add a category, brand or unit from inside the product form with the + button next to each list.

Add a product

1. Click Add Product.
2. Type the Product Name. The SKU and Barcode fill in by themselves; type your own if the item already has a barcode.
3. Choose the Product Type: Simple Product, Multi UOM Product, Product with Variants or Service.
4. Under Pricing, enter the Cost Price and Sale Price. Pick a Tax if this product has its own rate.
5. Under Organization, pick the Category, Brand and Unit of Measure. The unit is required.
6. Leave Item Type on Saleable (sold to customers) for things you sell.
7. Under Stock Management, set a Reorder Level if you want a low-stock alert.
8. Click Save & Publish. Save Draft keeps it hidden from sales until you publish it.

Add many products at once

1. On the product list, click Import.
2. Click Download CSV Template and fill one row per product.
3. Click Upload CSV File, choose your file and click Import.
4. Fix any rows listed under Errors: and import them again.

After your products are in

• Enter what you already have on the shelf: Enter opening stock.
• Print barcode labels: Print Barcodes.
• Learn every field on the form: All Products.

Common questions

What is the difference between Item Type and Product Type? Product Type is how the item is built: one unit, several units, variants or a service. Item Type is what you do with it: sell it, use it inside the business, or keep it as a fixed asset.

Should I use Opening Stock on the product form? It is fine for a few simple products; the quantity goes to the first warehouse of your branch. For many products, several warehouses, batches or serial numbers, use the Opening Stock screen. See Enter opening stock.

Why can I not sell a product? Check that it is Active, not a draft, and that its Item Type is Saleable. Store and asset items are hidden from sales and the till.

Can I copy a product? Yes. In the list, click the Duplicate as Draft button in the product's row, then change the name and prices.