Products are the items you sell at the counter, on invoices, and on work orders. Add them once and they show up everywhere you build a line item.

Go to Inventory > Products and click + Add Product.

Required fields

  • SKU: your unique product code. Typed in upper case automatically. Must be unique across all products in your shop, including deactivated ones. If you enter a SKU that is already taken, you get an inline warning as you leave the field and the product will not save until you change it; the message names the existing product so you can reactivate it instead if that is what you meant.
  • Brand: manufacturer or supplier-side brand. Start typing and it suggests matching brands you already use, or click the dropdown arrow to browse the full alphabetical list; pick one, or type a new brand to add it on the fly.
  • Category: start typing to filter your category list, or click the dropdown arrow to browse the full alphabetical list and pick from it. If the category does not exist yet, choose "Add ... as a new category" to create it right here (it is added as a top-level, non-labor category; set it as a labor category later at Inventory > Categories).
  • Status: an Active checkbox, checked by default. Leave it checked to keep the product sellable; uncheck it to mark the product Inactive, which hides it from invoice and PO search. You can also deactivate a saved product from the Danger Zone at the bottom of its detail page, without opening the edit form.
  • Max Stock Quantity: the ceiling for stock on hand. Used by Restock Suggestions and inventory planning.

Optional fields

  • Barcode (UPC): scan or type the barcode. Used by the scanner anywhere in the platform.
  • Accounting Category: bucket this product rolls up to in accounting reports. Start typing to pick an existing one, click the dropdown arrow to browse the full alphabetical list, or add a new bucket on the fly. Optional but useful for clean financial categorization.
  • Description: free text shown on invoices, work orders, and printed documents. It is searched as well, so staff can find the product by typing what it is rather than its code, on invoices, estimates, purchase orders, packages, the mobile bay, and the Products list. On a customer's printed or emailed document it also fills the Description column whenever the line would otherwise just repeat the product code. Worth filling in when your SKUs are codes rather than words.
  • Custom Fields: up to 4 configurable fields per product, defined at Settings > Custom Fields.
  • Cost Price: what you pay your vendor. Drives profit-margin reporting.
  • Retail Price: default selling price. Can be overridden on each invoice line.
  • Minimum Sell Price: the floor a staff member can sell at without escalation. Useful for protecting margin.
  • Dealer Price: the price wholesale dealer accounts get on this product. Applied automatically when the invoice customer is a dealer.
  • Vendor: your default supplier for this product. Start typing to find a supplier, click the dropdown arrow to browse the full alphabetical list, or add a new vendor on the fly if it is not in your list yet. Pre-fills purchase orders.
  • Low Stock Threshold: quantity below which the product appears in the Low Stock report and triggers any low-stock notifications.

Two toggles below the field list

  • Serialized: turn on if you track individual serial numbers per unit. Enabling this means each sale will require capturing the specific serial number being delivered.
  • Spiff: turn on to set a per-unit incentive for sales staff. Choose Always (every sale), Deadline (until a specific date), or Quantity (until N units have been sold). A Spiff Amount field appears next to the toggle.

Click Save. After saving, the product detail page exposes an inline Adjust Stock panel so you can set the starting on-hand count (see the article on adjusting stock levels).

If you realize right away that you added the product by mistake, the Danger Zone at the bottom of that same detail page lets you delete it outright, as long as nothing has used it yet. See the article on deleting a product you added by mistake.