Products

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Run your business by managing your products all in one place.

You can create unlimited number of products.

To Add Product.

  • Login to the app
  • Select your organization.
  • Select Products from the left menu
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  • Click Add Product button
  • Fill in the details.
    • Name - Product name [required]
    • Description - [optional]
    • Quantity - [optional] You can the set the count available in your inventory. They will be deducted if they are added to Orders. You will be notified when a product quantity get lesser than 5.
    • Price- [required]
    • BarCode - [optional] Used when scanned via barcode scanners for Retail Checkout.
    • SKU - [optional]
    • Sales Tax Excluded - [optional] Enable this if the product is excluded from sales tax.
    • Images - [optional] You can add images later if needed.
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Products Restocking

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You can enable restocking for each product by checking the Enable Restock checkbox.

  • Vendor: The vendor for the product.
  • Restock Threshold: This is the threshold at which stock requests will be generated once the product quantity in your inventory reaches this level.
  • Restock Quantity:. This is the quantity that will add in the restock request sent to your vendor.

Add Bulk Products

You can import multiple products at once from excel spreadsheet.

Please be sure to save your excel in CSV format. See columns and rows here for examples.

Follow the below steps
  • Login to the app
  • Select your organization.
  • Select Products from the left hand panel.
  • Click Add Multiple button in the top right corner of the products table.
  • Upload the CSV file or drag drop into the section
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  • Click Start Upload

3. CSV Format

To setup products data to be imported into Business, please follow these instructions.

General Instructions
  • The spreadsheet can be saved with any name.
  • Please ensure there are no empty columns in left. This means, you should start from column A of the your spreadsheet.
  • There should be no empty rows.
Columns
  • Only Name and Price columns are mandatory.
  • Column names can be in upper or lower case.
  • Column can be in any order
  • Name: Upto 100 characters max. Alphanumeric.
  • Description: Upto 250 characters max. Alphanumeric.
  • Quantity: Numeric values only. Can only be upto 2 decimals.
  • Currency: Acceptable values are AUD, USD, INR or GBP. If not specified, currency based on your organization country will be used.
  • Price: Numeric values only. Can only be upto 2 decimals.
  • Code: Optional barcode value.
  • SKU: Optional SKU value.
  • Tax: YES if sales tax is included. Otherwise, NO. If empty or if you do not include this column, then it will default to YES.
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