How do I add new product?
You may access the Products & Services module to add new product. You are required to fill in the Sell and Buy section before you can save the form. If you wish to keep track of your product quantity, please enable the “Inventory Tracking” option, and enter the initial product quantity (if any). Tap on […]
How do I add new service?
You may access the Products & Services module to add new service. Tap on “Save” when you are done to save the information.
What does “Non-tracked” means?
If you did not enable inventory tracking when adding the product information, it will be classified as “Non-tracked” after saving. Therefore, product quantity information will not be available.
What happens when I deactivate a product/service?
After deactivating, you will not be able to select it for future transactions and any inventory tracking will also be deactivated. It will also be moved to the “Inactive” product/service list.
Can I still activate products that were deactivated?
Yes. In the product list, tap on the “Active” button found below the search bar, to switch to “Inactive” to see the full list of deactivated products. To activate, tap on “Activate” on the top right command window.
How do I adjust inventory for my tracked products?
To do batch adjustment, tap on “Adjust Inventory” on the top right command window in the product list page. Tap on “Adjust” to confirm the inventory adjustment. You can also add additional notes if necessary. Alternatively, you may do an individual inventory adjustment by tapping on “Adjust Inventory” in the saved product detail page.
Where can I see the inventory history for my tracked products?
Go to the product detail page and scroll to the bottom to see the inventory history. You may also view in Inventory Valuation Details in All Reports module.
Can I edit my product/service details after saving?
Yes, you may do so by tapping on “Edit” which is found on the top right command window of your saved product/service detail page.
What happens if I have set an opening balance for Inventory in Chart of Accounts (in Settings), and also fill in “Initial Product Quantity” during product creation (in Product & Service module)?
If you have already set an opening balance for Inventory (in setting), adding new product with initial quantity may cause the inventory amount to be over-counted.