Add and Manage Products
Your products are the item catalog behind every receipt, sale, and stock movement. This covers the full set of options — see Add your products for the quick version if you're just getting started.
Add a product
- Go to Products → Products and click Add.
- Enter a name, optional code, and item type — for example Trading Goods, Raw Material, or Finished Goods.
- Set purchase and sale prices as defaults. Invoices can still override these with a price list.
- Set stock controls:
- Reorder level — triggers a low-stock signal
- Minimum stock — a critical threshold
- Maximum stock — triggers an overstock warning
- Lead time (days) — a planning hint for replenishment
- Choose a default warehouse and bin location, if you use them.
- Optionally add a barcode, description, product group, tax group, and preferred supplier.
- For perishables, turn on track expiry, set a shelf life and alert days, and choose FEFO or FIFO picking.
- Save. Then reopen Edit to set base, purchase, and sale units of measure.
Bringing in existing stock: enter an opening quantity, opening unit cost, and opening date once, during migration. After that, use GRNs or adjustments instead of editing the opening figures.
Edit or retire a product
Open the product and use Edit to change prices, thresholds, barcode, or expiry settings. To stop selling something, follow your company's policy — for example remove it from price lists — rather than deleting its history.
Reading the product list
Every row on Products → Products shows a stock status badge:
| Badge | Meaning |
|---|---|
| In Stock | Above reorder and minimum levels |
| Low Stock | At or below reorder level |
| Below Min | Below minimum stock |
| Out of Stock | Zero (or negative, if allowed) on hand |
| Overstock | Above maximum stock, where a maximum is set |
Use the Stock status filter alongside warehouse and type filters to narrow the list. These same badges appear on the stock card and warehouse stock tables.