Products

The Products page is the main catalog of inventory items.

The role of products in inventory

• A product is the item record you track in inventory: name, measure, prices, categories, suppliers, and barcodes.
• The same product can exist in more than one warehouse.
• Creating a product card does not load physical stock. It only prepares the item for inventory work.
• Product stock changes through inventory operations and sales, not through the product card itself.

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.

When this page is the right choice

• when you create a new item;
• when you edit prices, measure, categories, suppliers, or barcodes;
• when you need to check stock by warehouse for a specific product;
• when you want to open the product profile and review related orders and stocktakes.

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. They do not add physical stock to the warehouse.

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.

What this page does not do

• it does not receive new stock from a supplier;
• it does not move quantities between warehouses;
• it does not reconcile differences between system and physical count;
• it does not change stock by itself, even when you edit product data.

Use Orders and transfers and Stocktakes for those operations.

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.

Baseline workflow

When you are preparing a product for real use:

1. create or import the product;
2. make sure it is active and has the correct measure;
3. set Low stock level and Reorder quantity if you want replenishment guidance;
4. load the real stock through Orders and transfers or reconcile it through Stocktakes.

Filtering and search

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.