1
Click + New Product
The button is at the top right of Products.
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Add a product
Use this to add an item or service you sell to the catalogue.
2
Type the Name
This is the only required field. Use the name your customers will recognise.
3
Enter SKU and Unit of measure
The SKU is your own item code. For the unit, type a short word such as Nos, Hrs, Job or Yr.
4
Choose the Category
Pick a category. Sub-category next to it lists the sub-categories of the category you chose.
5
Choose the Item type
For example Finished product, Raw material, Service or BOM / kit. Only BOM / kit items can have components. Preferred supplier and Description follow.
6
Enter the List price (₹)
This is the price you quote to customers.
7
Enter the Cost price (₹) and Tax %
The cost price is your own internal cost. The pricing engine uses it to build a price.
8
Click Save
Cancel beside it leaves without saving.
Find a product
Use this to look up a product or list a group of them.
1
Type in the search box
Search by name, SKU, category, supplier or description. The list narrows as you search.
2
Pick an Item type
Use All item types to show only one kind, such as Raw material or BOM / kit. Click Filter to apply it.
3
Click Advanced filters
The panel says "Every field on this object (including custom fields) is available." It has + Add condition, Apply and Clear.
4
Pick the field for a condition
Choose a field such as Name, List price, Cost price or Unit of measure, then an operator such as contains, then a value.
5
Click Save query...
Save the filter so you can use it again.
Read how a kit is built
Use this on a BOM / kit product, which is made of components. Open it with Open → at the end of its row in the list.
1
Click the Components tab
The number in the tab is the count of components. The tabs on a product are Overview, Components, Pricing, Used in and Activity.
2
Read the Cost roll-up
It adds up the cost of the components and compares it with the stored cost price. Apply to product cost is greyed out while the two match.
3
Read the components table
Each row has the quantity, unit, SCRAP %, KIND, unit cost and line cost. Consumed components add to the cost. A tool marked Used (tool) is listed but not costed. Edit and Remove are at the end of each row.
4
Click + Add component
Use it to add another item to the kit. A component can be any item, including another kit.
5
Click the Pricing tab
Cost sheet says what one unit consumes, for cost-based pricing. When it is empty the product counts as one bought-in part at its cost price.
6
Check Quantity breaks
Quantity breaks give a different price for a larger quantity. None means the quote offers the quantity typed on the line only. Edit changes them.
7
Check Availability
By default a product is sellable everywhere. Tick a segment, such as a region or a vertical, to restrict the product to it.
