How to view products:
In the left menu, go to Sales → Products.
Add a product
1
Go to Sales → Products.
2
Click the orange button
3
Fill in.
A form will open where you fill in:
- Name – product name (mandatory).
- Sales price – the selling price.
- VAT and Margin – tax and margin values.
- Unit – unit of measure (e.g., pcs, pack).
- Description – detailed description of the product.
- Product type – choose between:
- Consumable – physical product not tracked in stock.
- Storable – product tracked in inventory.
- Invoicing policy – invoicing rules:
- Order – invoice generated immediately after order confirmation.
- Delivery – invoice generated after delivery.
- Manual – invoice is not generated automatically.
- Image – upload a product image.
- Additional optional fields: packaging, storage rules, reorder needs (required) - workflow name.
4
Click the orange button
How to manage products:
- Products can be edited anytime (e.g., price, description, invoicing rules).
- Use filters to search by product name or group.
- To organize, group products into Product groups.
Tips
- Use clear and consistent naming (e.g., Coffee Mug 300ml – Black).
- For complex structures, use Product groups.
- Upload product images to make identification easier.
- For Storable products, always set proper inventory rules.
Common mistakes
Missing name – without a name, the product cannot be saved.
Wrong product type – choosing Consumable instead of Storable will disable stock tracking.
Unclear invoicing policy – may cause unexpected invoices.
Summary
| Topic | Summary |
|---|---|
| Products Overview | The Products module allows you to manage all goods and services in your business. |
| Adding Products | Add a new product with + Add product. |
| Product Details | Define price, VAT, product type, invoicing rules, and upload an image. |
| Using Products | Products are used in quotations, orders, invoices, and inventory tracking. |