Overview

Adding and organizing your products and services ensures streamlined operations and accurate billing. This article explains how to create, import, and manage them effectively.

Key Features

• Add products/services manually or via CSV.
• Define key attributes such as price, type, and description.
• Manage inventory and stock for physical products.

Step 1: Adding a Product/Service

1. Navigate to Sales > Products/Services.
2. Click Add Product/Service.
3. Enter the following details:
   • Name: The product/service name.
   • Type: Choose between Product or Service.
   • Price: Enter the unit price.
   • Stock: Enable stock management if applicable.
4. Click Save to add the item.

Step 2: Importing Products/Services via CSV

1. Prepare a CSV file with columns: Name, Price, Type, and Stock Details.
2. Click Import Products and upload the file.
3. Map columns and confirm the upload.

Managing Products/Services

• Use filters to find specific items by name or type.
• Edit or remove items using the action buttons.