Objective: To easily add a new product to the inventory and sales system.
Steps to add a new product: #
Step 1: Access the Products List
From the main interface, click the “Products” icon to access the list of all registered products.
Step 2: Start adding a new product
On the Products page, click the “Add Product” button to open the data entry form.
Step 3: Entering Basic Information
Fill in the required fields, including:
- Product Name: Enter the product’s identifying name.
- Unit: Select the appropriate unit of measurement (e.g., piece, kilogram, box, etc.).
- Selling Price: Set the product’s selling price for the customer.
- Tax settings: Select the tax rate applicable to the product (if any).
- Additional rates: You can add special rates or discounts as needed.
Step 4: Saving the Product
After entering all the data, you have two options:
- Save: To save the current product and complete the process.
- Save and Add Another: To save the current product and proceed directly to adding another new product (to save time when adding multiple products).
Step 5: Confirming the operation’s success
A confirmation message will appear stating “Product added successfully,” indicating that the product has been saved in the system.
✅ Additional tips: #
- Accurate Pricing: Ensure the correct selling price and purchase price (if applicable) are set to avoid accounting errors.
- Tax: Check the tax settings in the system before adding products to ensure the correct rate is applied.
- Unit: Select the appropriate unit for the product (piece, kilogram, liter, etc.), as this will affect subsequent buying and selling operations.
- Review: It is advisable to review all entered data before clicking the save button to avoid errors.
- Repeated Addition: Use the “Save and Add Another” option if you are adding a long list of products; this will save you time.
