02 - Setting up Products or Services

Create a New Product

To add a new Product:

• Click the Products tab.
• Click New in the top right corner of the page.
• Enter the below details of your product.

• Product Info such as Type (Inventory / Non-inventory / Service), Name, Code, SKU, UoM, HSN, Description
• Accounting Info such as Purchase, Sales, Inventory, and COGS ledgers
• Inventory Info such as Quantity Available and Quantity Committed

• Click Save.

Add Standard Price

To add a standard price to a product:

• Click the Products tab.
• Select the product for which you want to add a standard price.
• Click Add Standard Price button under Price Books tab.
• Enter the List Price and Save.

Printable View

To view the product in the printable view:

• Click the Products tab.
• Click Printable View button in the top right corner of the page.
• Print the page.

Edit Product
Open Products tab, select a product, click Edit, make changes, then Save.

Clone Product
Open Products tab, select a product, click Clone, update details, then Save.

Delete Product
Open Products tab, select a product, click Delete, then confirm.