Product Catalogue Overview
A Catalogue of all commonly bought and sold products.
Search
Search by Category or Product Name
🗒️ Note: adding a partial word in Search i.e. typing “eng” will return any customer with “eng” in their title e.g. “Test Engineering”.
Delete
To delete a product from the list, select a Product using the checkbox, select Delete, or by selecting a product and selecting the kebab/other options menu, and then Delete.
🗒️ Note: a popup window will appear to confirm that you will no longer be able to add these products to Sales and Purchase orders.
🗒️ Note: deleting a product does not remove it from historical orders.
Tools
Allows you to duplicate products or undertake a stocktake.
Duplicate products
Duplicate an existing product. Save time in creating a similar product by duplicating an existing product.
Select the checkbox of the product/s you want to duplicate, click on Tools > Duplicate product.
Then edit the newly created product to match the required details of the product.
Stocktake
Select products from the Product Catalogue > Tools > Stocktake > make changes to On Hand for products being updated > Update Stock.
🗒️ Note: to print an Inventory List, right click your mouse (on the Stocktake page) and select Print.
Add New Products
Linked resources
Create a simple Custom Formula
Create a more complex Custom Formula