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Product & Catalog Management Overview

This module is the master list for everything your business buys, sells, or stores. It allows you to create records for new Products, group them logically using Categories and Types, and view their current Stock (inventory) levels across your organization.

When Do I Use This?

• When your company starts selling or using a brand new item and it needs to be entered into the system.
• When you need to create folders or groupings (like "Office Supplies" or "Surgical Tools") to keep your item list organized.
• When you need to look up a specific product to see exactly how much stock is available.
• When generating inventory reports for accounting or warehouse audits.

How To Use

1. Setting Up Categories and Types

Before adding products, it is best to set up your groupings so you can keep everything organized.

1. Navigate to the Products → Categories (or Types) from the main menu.
2. Click + New to create a new grouping.
3. Enter the name of your new Category or Type.
4. Click Save.

2. Adding a New Product

1. Go to Products → Master List (or Product Catalog).
2. Click + New to add an item.
3. Fill in the product details like Name, Category, and Type. (Notice that typing in the Category or Type fields will automatically search and suggest options for you!)
4. Click Save to register the product in the system.

3. Viewing Stock Details

1. Open any existing Product record.
2. Scroll down to the Stock Details section.
3. Here, you will see a list of how much of this product is currently in stock, updated automatically as inventory moves in and out.

Field Descriptions