Adding a new Product

• Note: Before starting, make sure to activate the inventory app in your account.

Adding a new Product

1. Click on “Inventory” from the main menu.
2. Click on “Products & Services”.
3. Click on the “Add” button.
4. Select “New Product” from the dropdown menu.
5. Fill in the product details and add the required values in the fields as follows:
   • Item Details:
     • Name: The product name as it appears in the product list and reports.
     • Item Code (SKU): A number representing the product code and is automatically placed sequentially starting from number 1. It can also be modified or controlled. For more information, please refer to the guide “Auto Numbering Settings“.
     • Description: Add a detailed description of the product.
     • Category: Select the product category from the dropdown menu. For more details, see the guide “Product Categories”.
     • Photos: Click on the “Select from your computer” button and then you can upload an image or more from your device, or drag and drop the images straight away.
     • Brand: Specify the brand of the product being added.
     • Sales Cost Account: Select the sales cost account for the product which will be affected by the sales transactions of this product.
       • Note: in case you choose a specific account for the product, the cost journals generated from the requisitions related to the sales invoice will affect that specific account and won’t affect the cost of sales account.
     • Unit Template: Choose the product’s unit of measurement. For more details, see the guide “Unit Templates”.
     • Supplier: Select the product’s supplier from the dropdown. For more details, you can check the guide “Add a Supplier“.
     • Barcode: Specify the product’s barcode. You can click on the circular arrow icon at the end of the field to generate a random barcode number. For more details, you can check the guide “Product Barcode“.
       • Note: The product barcode number is unique, and the same number must not be repeated for more than one product on the account.
     • Available Online: Click on the checkbox “Available Online” to add the product to your online store (shop front) screen.
     • Featured Item: Click on the checkbox “Featured Product” to display the product in the “Featured Products” section on the online shop front.
   • Pricing Details:
     • Purchase Price: Enter the product’s purchase price.
     • Selling Price: Enter the product’s selling price without the currency sign.
     • Tax1: A tax added to the product price during the creation of purchase and sales invoices.
     • Tax2: Another tax added to the product price during the creation of purchase and sales invoices.
     • Minimum Price: Enter the determined minimum selling price for the product. For more details, check the guide “Setting the Minimum Selling Price for the Product“.
     • Discount: Set a fixed discount for the product, whether it’s a percentage or an amount. For more details, check the guide “Set a Fixed Discount for the Product“.
     • Profit Margin: The value added to the product’s purchase cost to automatically calculate the selling price, determined as a percentage.
     • Price Lists: Choose a specific price list to add the product to, and the product can be added to multiple price lists with different values for each list. For more details, check the guide “Setting the Product Price in Multiple Price Lists“.

• Inventory Management:
  • Track Stock: Click the checkbox so the system can manage the product quantities and monitor inbound and outbound movements.
  • Initial Stock Level: Add the starting product quantity in stock.
    • Note: The Stock Level field does not appear when activating the setting “Requisitions for Purchases and Sales” under the “Inventory” settings, or when choosing a tracking type. The product balance is verified through “Manual Inbound Requisition”.
  • Low Stock Threshold: The system sends a notification when the product quantity reaches the specified number.
  • Tracking Type: Select the required tracking type from the dropdown menu, as follows:
    • Serial Number
    • Lot Number
    • Expiry Date
    • Lot Number and Expiry Date
    • Quantity Only
      • Note: You must activate the option “Product tracking by serial number, Lot number, or shipping date” first. For more details, see the guide ““Enabling Product Tracking System”.
• More Options:
  • Internal Notes: Write necessary product notes.
  • Tags: Choose product tags from the dropdown menu.
  • Temporary Disable: Click the checkbox if you want to hide the product and stop dealing with it on the account.
• Click the “Save” button to add the product to the account.

Note (1): You must activate the “Advanced Pricing Options” feature to use features (Minimum Selling Price, Discount, Profit Margin). For more details, you can check the guide “General Inventory Settings”.
Note (2): Ensure the shop front is activated to benefit from the “Available Online” and “Featured Product” options. For more details, you can check the guide “Add a Product/Service in the Shop Front”.