1. Sales - Products
Click on the sub-menu "Products".
2. Products list - select adding a new product
Click on the icon (+) on the right edge of your screen.
3. Entering product data
Enter data in the header of the Product page; Mandatory fields are marked with (*)
1. Enter the Product ID (if not automatically configured), enter the product code
2. Enter the Product name (also the product description if needed)
3. Select UM - Unit of Measurement
4. Specify whether the product is:
- Sales + Purchase for commercial items (purchasing from supplier, selling to customer)
- Sales + Service for executed or charged services (such as delivery, postage, consulting, installation)
optionally - depending on the activated fields in Settings:
5. Complete the following data: tariff, country of origin, and supplier (if it is activated and used)
6. Enter the minimum stock
7. Indicate whether the lot/serial number or expiry date is used for a certain product
Add a picture - click on ''Attach file'' and select the product picture if the offer should contain one.
HINT: Copying existing products enables adding similar products quickly.
4. Save Product data,
Save product data by clicking on Save, or using the shortcut (Ctrl+S).