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Products and Services

Products can be any service or physical items you sell. It can be a wedding photography service in the case of event managers, courses in the case of educational institutions, or even any goods you provide.

Wish to add products or services to your sales list and your sales documents? We have got you covered.

Add the list of the products you are offering in the product and services option and tag it to your sales to get automatically added to all your sales documents.  Let us show you how you can do it.

Here, we’ll look at how to:

Before you begin: Customize your product field names, add additional fields if required and set the unit options for your products from the Product settings.

Step 1: Adding a Product Category

  • In the left navigation bar click on the “Products” option and select ‘Category‘.
  • Click on ‘Add Category‘.
  • Enter the category name and click ‘ Add‘.

Step 2: Adding a Product

  • In the left navigation bar click on the “Products” option and select ‘Products‘.
  • Click on the plus sign.
  • Enter the details of your product. Check the “product available” box if the product is available. Click Add.

Step 3: Adding to Sales 

  • Once you have added the product, click on the “Sales list” in the left navigation bar and select the sale.
  • Under the “Products ” tab, click “Add”.
  • Select the product category and product from the drop-down and click “Add”.
  • If you want to make any edits to the product, you can update it in the ‘Add product’ pop-up. Once done, click ‘Add’.

You can also add products to a sale while creating the sale. In the ‘Add Sale‘ pop up you will find the ‘Product category‘ and ‘Product‘ drop downs from where you can choose the products that you need to add to the sale.

Step 3: Adding to Documents

  • Once you have added your products list to the sales level the items/ products will be automatically displayed in all your sales documents. If you wish to change any item in the sales document click on the search icon and select the product you wish to add from the drop-down menu.