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Products

The Products page is the main catalog of inventory items.

What is good to have first​

Before you add your first products, it is a good idea to have at least one Warehouse. If you want a better structure, prepare Categories, Brands, and Suppliers as well.

What you see in the list​

  • Name - product name, brand, categories, and measurement unit.
  • Stock / Stock and prices in the mobile version - stock by warehouse and a total stock row when the product exists in more than one warehouse.
  • Prices - retail and wholesale prices when available.
  • Status - active state indicator.

Creating and editing a product​

In New product or Edit product, you configure:

  • the product Name;
  • Brand;
  • Retail price and Wholesale price;
  • Measure and, when needed, Price quantity;
  • SKU and barcodes;
  • Categories and Suppliers;
  • Description;
  • minimum and desired quantity per warehouse;
  • a separate tax rate, if the product should use a different rate from the default one;
  • whether the product is active.

If you work with more than one warehouse, you can also set for each warehouse:

  • Low stock level;
  • Reorder quantity.

These values are used when monitoring stock and when creating stock orders.

Actions from the list​

  • New product - creates a new item.
  • View product - opens the detailed product profile.
  • Edit product - edits the item.
  • Delete product / Restore product - deletes or restores the item.

Importing products​

From the more actions menu, you can open Import inventory.

On the Import inventory page, use Import data now and fill in the import table.

What to prepare​

  • Name for each product row.
  • Measure, because it is required for import.
  • Optional values: Category, Brand, Supplier, prices, and SKU or barcode.

What the system validates​

  • Rows without Name are skipped.
  • If Measure is missing in a filled row, client-side validation blocks that row.
  • If there are no valid rows, import does not start.
  • Import requires confirmation through Import Confirmation.

What happens on issues​

  • Invalid or incomplete data shows an error and you need to correct the row in the table.
  • After successful import, the app opens the inventories list.

What you see in the product profile​

  • Details - main data, categories, suppliers, measure, and barcodes;
  • Stock on locations - the quantity in each warehouse;
  • Stock orders - the orders and transfers where the product is used;
  • Stocktakes - the stocktakes where the product was counted.

From the product profile, you can directly:

  • create a stock order for the product;
  • edit the product;
  • delete or restore the product.

The page supports search and filtering.

When a product is ready for work​

A product is ready for daily work when:

  • it has a name and a measure;
  • it is active;
  • it has stock in at least one warehouse, or it is about to be stocked through Orders and transfers.