Products and Services| Product Guide

Do you 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 to get automatically added to all your sales documents.  Let us show you how you can do it.

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 new category name and click ‘ Add’.

Step 1: 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 2: 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”.
  • From the drop-down select the product/products and click “Add”. The products added will appear in the items list and every sales document. 
  • If you wish to delete a product, click on the actions button and click “Delete Product”. To delete a product from the Product list in the document click on the “Delete” button.

You can also add products to a sale while creating one. 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.