Products
Manage your product catalog, categories, brands, units, barcodes, and stock counts.
Catalog vs stockAdding a product here creates the catalog entry only (0 quantity). To stock products for sale, follow the Setup Product Inventory how-to flow (includes creating a Purchase).
Adding a Product
Where: Sidebar → Products → Add Product
Permission required: products_add
Required fields:
- Product Name and Product Code
- Category, Barcode Symbology
- Product Cost and Product Price
- Product Unit, Sale Unit, Purchase Unit
Optional: Brand, Stock Alert, Order Tax, Tax Method, Note, multiple images, product variants.
- Fill in product details on the Add Product form.
- Set initial stock per warehouse if applicable.
- Add variants (size, color, etc.) if the product has multiple SKUs.
- Upload product images.
- Click Submit to save.
Screenshot: Add product form
Product List
Where: Sidebar → Products → Product List
- View, edit, or delete products
- Filter by code, name, category, brand
- Export list to PDF or Excel
- View product detail with stock by warehouse
Screenshot: Product list with filters
Categories, Brands & Units
| Item | Where | Permission |
|---|---|---|
| Categories | Sidebar → Products → Categories | category |
| Brands | Sidebar → Products → Brand | brand |
| Units | Sidebar → Products → Units | unit |
Set up categories, brands, and units of measure before adding products. Units support base units and sub-units (e.g. Box → Piece).
Print Barcode / Labels
Where: Sidebar → Products → Print Barcode
- Select products to print labels for.
- Choose label format and quantity per product.
- Print or download barcode labels.
Screenshot: Barcode print page
Stock Count
Where: Sidebar → Products → Count Stock
Perform physical inventory counts. Enter counted quantities and submit to update system stock levels.
Permission required: count_stock
Import Products (CSV)
- From the product list, click Import.
- Download the sample CSV template from Sidebar → Products → Product List → Import (sample template).
- Fill in product data following the template columns.
- Upload the CSV file and confirm import.
Permission required: product_import
