Add products
Set up item names, branches, variants, stock, and selling prices before recording sales.
Add the items you sell after setting up your business. Check that the correct business is selected and that you have a branch where the item will be available.
Open the item form
Open Inventory, then select Add Item to open the item form.
Enter general information
Enter Item Name and Item Code, then choose Item Type.
| Item Type | Used for |
|---|---|
| Finished Product | Goods sold to customers. |
| Materials | Materials and supplies used in operations or production. |
| Service | Services managed by availability rather than item stock. |
Add a Category and Description if needed. For example, enter Cappuccino, code KOP-003, and category Coffee.
Choose branches and photos
Under Listed At, choose the branches where the item is available, then select Apply. At least one branch is required. If the business only has one branch, the app selects it automatically.
Enable Photo settings for every variant to use one photo across all variants. Disable it when each variant needs its own photo, then upload a photo for each variant.
Set variants and units
Under Stock & Pricing, enter a Variant Name if needed. Choose the appropriate Unit Category and Unit Type. For measured units such as weight and volume, enter Amount to match the product size.
The SKU is generated from the item code and unit. For example, code KOP-003 with 1 Pcs produces KOP-003-1PIECE. Select the pencil on the SKU field to enter your own code.
Use Add Variant when one item comes in different sizes or packages. Each variant has its own SKU, stock, and price.
Set stock and pricing
For an item at one branch, enter Available Stock and Min. Stock directly in the variant. Enable Sell at the till when the item can be sold at that branch.
For multiple branches, open Stock per Branch to set stock for each branch, and Pricing to set the base price and any branch-specific prices.
Enter Buy Price per Unit and Sell Price for the variant’s unit. Use Add bulk price when pricing changes at a particular purchase quantity. Check the minimum quantity and price on each row.
Match the price to the variant’s unit
The price for one bottle differs from the price for one carton. Check the unit and price before saving so sales use the correct amount.
For Service, this section becomes Availability & Pricing. Choose Charged per, then set availability and the Service Rate. Services do not use item stock.
Save and check
Select Save once the name, code, and branches are filled in. After Item has been added successfully. appears, find the item in Inventory and check its variants, units, stock, and prices.
Next step
Make your first sale using the product you just added.