Documentation

Products Management

Manage your inventory - Add products, variants, manage stock, and import/export data.

Overview

Products are the foundation of your business. This module allows you to manage all aspects of your inventory including product details, variants (size, color, etc.), pricing, images, and stock levels across multiple branches.

Key Features

Creating a Product

Step 1: Access Products

  1. From the main menu, click Products
  2. Click the "New Product" button

Step 2: Enter Basic Information

Required Fields

  • Product Name - Name of the product
  • SKU/Code - Unique product code (auto-generated if configured)
  • Category - Select or create a category
  • Brand - Select or create a brand
  • Purchase Price - Cost price
  • Selling Price - Selling price

Step 3: Add Product Variants (Optional)

If your product comes in different sizes, colors, or other variations:

  1. Go to the "Variants" section
  2. Click "Add Variant"
  3. Select attribute (e.g., Size: Large)
  4. Set price for this variant
  5. Add more variants as needed

Step 4: Upload Images

Add product images to help identify products:

  1. Click "Upload Images"
  2. Select one or more image files
  3. First image will be the primary image
  4. Drag to reorder images

Step 5: Set Stock Levels

  1. Go to "Stock" section
  2. Select branch
  3. Enter quantity
  4. Add stock for each variant if applicable

Step 6: Save Product

Review all information and click "Save Product"

Importing Products

Time Saver: Import hundreds of products at once using Excel

How to Import

1

Download Template

Go to Products → Import → Download Template to get the Excel template with all required columns.

2

Fill Template

Fill in your product information in the Excel file. Make sure to follow the format exactly.

3

Preview Import

Upload the file and review the preview. Fix any errors before importing.

4

Complete Import

Click "Import" to add all products to your system.

Product Variants

Product variants allow you to manage products that have different attributes:

Examples:
  • T-Shirt: Small, Medium, Large
  • Shoes: Size 8, 9, 10
  • Laptop: 8GB RAM, 16GB RAM
Benefits:
  • Track stock per variant
  • Different pricing per variant
  • Organized product catalog

Managing Stock

Stock levels are managed per branch and per variant:

Operation How to Do It
Add Stock Purchase Orders or Stock Transfers
Reduce Stock Sales Invoices automatically deduct stock
Adjust Stock Go to Actual Quantity module
Transfer Stock Use Stock Transfer feature

Exporting Products

Export your product list to Excel:

  1. Go to Products list
  2. Apply any filters you need
  3. Click "Export" button
  4. Choose format (Excel, PDF)
  5. Download the file

Tips & Best Practices

SKU Codes: Use consistent naming conventions for easy searching
Images: Use clear, high-quality images for better product identification
Categories: Organize products into categories for easier navigation
Stock Tracking: Always check stock before selling to avoid overselling

Troubleshooting

Issue Solution
Cannot find product Use search bar or check if product is active
Stock not updating Check if branch is selected correctly
Import fails Verify Excel format matches template exactly
Variant not showing Make sure variants have stock in selected branch

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