How can we help?

Add / Edit a Product or Service in Inventory

Learn how to add, edit or delete services, accessories, and other miscellaneous items to the inventory

Introduction

Diversify your products & services offering and add to the bottom line by adding miscellaneous items such as frame chains, eyeglass cases, cleaners, and even promotional merchandise like t-shirts to your inventory. Learn how to add, edit or delete them one by one.

Accessing Misc Products section

Select the Maintenance tab in the left Navigation Menu and then select the Products tab. This will open a page that shows a list of all products. On the top, there is an action toolbar with the Buttons Add New, Export Import, etc. Learn about Action Toolbar Bar in General.

Add Product Details

Click on the +Add Action Button in the Action Bar. This will show a pop-up with the form to fill up.
notion image

Basic

  • Enter the product name. This is the only Required Field
  • Leave the SKU field blank and the system will auto-assign one.

Prices

  • Set the retail price of the item in the Retail Price field. This is the price you sell at and is available at the Checkout
  • Enter the wholesale cost in the Purchase field, to track your profit margins.
  • Select the Vendor who is supplying the Product

Stocks

  • Specify the quantity in stock and other inventory functions.
  • Maximum quantity available in one order to the customer
notion image
  • Select Inventory Method DontManageStock or ManageStock
๐Ÿ”—
See How are Stock levels in inventory computed? to learn more about these

Taxes

  • Uncheck the Tax exemption exemption checkbox if there are Taxes applicable
  • Then select the appropriate Tax category

Publish to Checkout Screen

๐Ÿ“Œ
Only published items are visible in Products at checkout. By default, an item is set as Published to make it visible.
notion image
  • To make an item visible at checkout, set the item as Published

Modify a Product

The Pencil Icon and Trash Icon on each line are used to edit or delete that record.
notion image

Edit Product Details

Click the Pencil Icon to show a pop-up with a form filled with the existing details. Change as desired and save.

Delete a Product

Click the Trash Icon to show a confirmation pop-up. Click ok to delete.
ย