The inventory section is the heart of any store. This is where you define your products, organize them into categories, and define their units. Good inventory organization is key to successful sales management and reporting later.
First: Category Management
In the sidebar, choose "Inventory" then click on the "Categories" tab.
Click the "Add Category" button and write the category name (e.g.: Clothing, Electronics, Drinks).
You can select a "parent component" for the category to create a tree structure (e.g., "Phones" under "Electronics" category).
Second: Unit Management
Units are the standard by which you sell your products (per piece, per kilo, per meter, etc.). Units must be defined before adding products.
Go to the "Units" tab and click "Add Unit".
Enter the unit name and its abbreviation (which will appear on invoices).
Practical unit examples for your business activity
| Business Activity | Unit Name | Abbreviation | Example |
|---|---|---|---|
| Clothing / Electronics Store | Piece | Pc | Shirt, phone |
| Supermarket (weight) | Kilogram | Kg | Vegetables, fruits |
| Liquids / Perfumes | Liter / Milliliter | L / ml | Oil, perfume |
| Services | Hour / Service | Hr | Maintenace, consultation |
Third: Adding Products
Click "Add Product" and fill in the following fields:
- Product Name: The name that appears in search and on invoicing.
- Barcode: Scan the product code or click
Generateto generate an automatic code. - Category and Unit: Choose from what you created previously.
- Price: Purchase price (for cost) and sales price.
It is better to leave the initial quantity at 0 when creating the product for the first time. Instead, enter the existing quantity via a "Purchase Invoice". This ensures the accuracy of financial reports and cost calculations in a professional manner.
Taxes: You can link the product to a specific tax group (adding taxes is done from the Taxes section).
What is the purpose of "Low Stock Level"?
This number is the "safety margin". When the product quantity reaches this number (e.g. 5 pieces), the system will alert you in the dashboard that the product is in Low Stock to remind you to re-order it before it completely runs out.
When to use "perishable product"?
Enable this option for products that have an expiration date (medicines, food, etc.). The system will ask you to enter the expiration date upon purchase and alert you before it expires to avoid losses.