Managing products
This page explains registering, editing and deleting products — the subject of inventory management — and how to read stock counts. Products are managed from the "Stock" screen (tab).
Product input fields
| Field | Required | Description |
|---|---|---|
| Product name | ○ | The name of the product. |
| SKU | A code that identifies the product. Not case-sensitive. | |
| Unit | "pcs," "box," etc. | |
| Standard cost | The fixed cost used in standard costing. | |
| Minimum / maximum stock | Used to judge stock alerts. | |
| Image | A photo of the product, etc. | |
| Barcode | You can register multiple per product. | |
| Custom fields | Product fields set up by your company. |
Where to enter purchase/sale prices
Purchase and sale prices are entered not on the product but as the unit price of each task (inbound = purchase unit price / outbound = sale unit price). The only price registered on the product is the "standard cost" used in standard costing.
Duplicate rules for name and SKU
- If you don't set an SKU: the product name cannot be duplicated within the company.
- If you set an SKU: the SKU cannot be duplicated within the company (product names may be duplicated).
We recommend managing products with SKUs. They're easier to search and let you distinguish products even with similar names.
Viewing the product list
- Open the "Stock" tab (or "Stock" in the left menu).
- Product name, SKU, stock count and so on are shown in a list.
- Type part of a product name, SKU, barcode, or product custom field in the search box to filter (barcode is an exact match).
- Use filters to narrow to "in stock / out of stock," "has alerts / no alerts," etc.
Adding a product
- Press "Add product."
- Enter product name (required), SKU, unit, standard cost, minimum/maximum stock, image, barcode and custom fields.
- Press "Register."
Barcode registration and uniqueness
- You can register multiple barcodes on one product.
- You cannot use the same barcode on another product (no duplicates within the company).
- For products without a barcode, you can auto-generate an EAN-13 with "Barcode generation" on the Barcode printing screen.
Product detail, edit, delete
- Detail: select a product from the list to check the stock count per stock field (location, lot, expiry) and the stock history.
- Edit: change it from "Edit" on the detail screen.
- Delete: do it from "Delete" on the detail screen (admin only).
- Deletion is a logical delete. It no longer appears in lists/search, but the data is not completely erased.
- There is no undo feature.
How to read stock counts
- The stock count is updated the moment a task is completed (it doesn't change for a planned task).
- When stock fields (location, lot, expiry) are enabled, stock is shown separately per combination.
- The overall product stock is their total.
Bulk register / export with CSV
You can register, update and export products in bulk via CSV (for paid plans).
- If there's an SKU, existing products are matched by SKU; otherwise by product name (update if matched, new if not).
- Only the selected fields are updated; leaving a field blank deletes that value.
- The barcode column can hold multiple values separated by "
|" (e.g.4901234567894|A-001).
For details, see CSV, barcode & images.
Common messages
- Product name or SKU is required … Enter a product name (or SKU).
- A product with the same name already exists … Use a different name, or set an SKU to distinguish it.
- A product with the same SKU already exists … Use a different SKU, or leave it blank.
- A product with the same barcode already exists … That barcode is used by another product. Use a different barcode.
- You have exceeded the product limit … You reached the plan's limit. Consider changing your plan or tidying up unneeded products.
- Product not found … It was deleted, or it doesn't match the search conditions. Check the list.