Managing Products

Products represent the goods or services you sell. They appear as line items on invoices.

Adding a Product

  1. Go to Products → Manage Products
  2. Click New Product
  3. Fill in the details:
    • Description: Product name or service description
    • Default Price: Unit price (can be overridden per invoice)
    • Cost: Your cost (for profit calculations)
    • Tax Rate: Select applicable tax
    • Notes: Internal notes about the product
  4. Click Save

Product Attributes

Products can have attributes for variations:

  1. Go to Products → Attributes to define attribute types (e.g., Size, Color)
  2. Go to Products → Values to set possible values (e.g., Small/Medium/Large)
  3. Assign attributes to products when creating them

Inventory Tracking

Track stock levels for physical products:

  1. Go to Products → Inventory
  2. View current stock levels for all products
  3. Adjust quantities as needed
  4. Set low-stock alerts

Using Products on Invoices

When creating an invoice:

  1. In the line items section, select a product from the dropdown
  2. The product's description, default price, and tax rate are automatically populated
  3. Adjust the quantity and price as needed for this invoice
  4. Use the Quick Add Product button (in the item grid) to add a product on-the-fly

Product Pricing

  • Default Price is set on the product and used as the starting price on invoices
  • Override the price per invoice if needed (e.g., negotiated rates)
  • Products marked as taxable will automatically apply the selected tax rate
  • Use the Cost field to track your expenses for profit reporting