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6.2. Products

Manage product/service categories.

  • Add new products/services

  • Select to add new product Screenshot

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  • Choose to add product as goods or service

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For goods:

  • Fill in information: Name, product code, unit, selling price, cost price, etc.

  • Select product category, sub-category and tax; can select to add new if no suitable option exists

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  • Option to track inventory for goods: enter initial stock quantity

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For services:

  • Fill in service information: Name, unit, cost price, selling price, etc.

  • Select product category, sub-category and tax; can add new if no suitable option

  • Select to add new product Screenshot

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  • Product actions:

  • View: Select to view product details, product images, and edit history Screenshot

  • Edit: Select to edit product information, make changes, then save Screenshot

  • Delete: Select to delete product, then confirm removal Screenshot

  • Duplicate: Select to duplicate product, change name to avoid duplicates, modify info if needed, then save Screenshot

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  • Export to Excel: Select to export product statistics to Excel Screenshot

  • Filter and search products:

    • Can apply filters to find products (multiple filters can be applied simultaneously)

    • By product category

    • By product sub-category

    • By unit type

    • By product type

    • Direct name search in the search box

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