Add products

Learn how to add products and import your product data.

When adding products to your system, you need to ensure that each item or service is categorized correctly and has the correct details so that you can create accurate reports. You’ll need essential details like the product name, cost, and sales price, and can add optional information like descriptions and cost codes. You can also import your product data from a csv. 

Instructions

To add new products:

1. In the left menu, select Account Receivable. Then, select Products.
2. Select New Product.
3. To fill in the required information, you'll need to provide the following details:

• • Name: Enter the name of the item or service.
  • Description (optional): Briefly describe the item or service. This field is optional.
  • Cost code (optional): Enter the specific cost code associated with the item. This is also optional.
  • Cost type: Select the appropriate cost type from the following options:
    • Material
    • Labor
    • Subcontract
    • Equipment
    • Other
  • Cost: Enter the cost amount for the item or service.
  • Markup (optional): Enter the markup percentage or amount if applicable. This field is optional.
  • Sales price: Enter the final price for the item or service after adding any markup.

4.  Mark a product as inactive or active, and select Mark as Inactive in Actions. 

Import product data

To import product data:

1. Select Import.
2. In Upload File, select a file to import.
   Make sure your product information is contained within a single file. The top row should include header titles for each column of data. The following fields are mandatory:

• • Name

• • Cost Type

• • Cost
  • Sales Price

3. After importing your file, click Next.
4.  Ensure that your columns match correctly. Then, select Import to complete the process.

What's next?

Keep exploring our platform by taking the next step: Create sales page.

.