Create Product

Create Product

This article describes how to create a single product.

If you are interested in importing multiple records from a file, check Import Products from File article.

Go to the Inventory screen and click the add Create Product button. The system opens the Create Product screen:

Create Product screen
  • Code (Mandatory): here, you can enter alphanumeric values to identify the product, in other words, product SKU. If you don’t have your product numbering scheme, the system will generate sequential numbering for you (by default).
  • Name (Mandatory): enter the full name of the product.
  • Type (Mandatory): you have to select the product type here. The system offers four predefined product types: Beverage, Food, Hot Drink, and Ingredient, but you can create an unlimited number of your product types from the screen Configuration | Product Types.
  • Barcode (Optional): Enter product’s barcode number.
  • Units per Case (Optional): enter the number of bottles/cans per case for drinks or the number of items in a box for Snacks, for example. This number is used when you create your Purchase records: you can enter the number of cases you bought as well as the price per case and the system will calculate the number of single units in the Purchase and also the price per single unit.
  • Reorder Point (Optional): here, you can enter what is the stock level at which you should consider replenishing this product. When product stock in the warehouse drops below the specified reorder point, the product will be displayed on the Reorder screen. Enter the quantity in single units.
  • Initial Inventory Setup section:
    • Quantity (Optional): Enter the quantity on hand (in single units) that you have in your warehouse. This quantity is entered at initial Product creation and after that can be changed only by Adjust Quantity functionality.
    • Unit Cost (Optional): The price per unit of the product at which you buy from the supplier. This is the price for the initial quantity. This cost, together with the data from the purchases, is used by the system to calculate the product’s Average Cost.
    • Total Value: calculated automatically by the system: Total Value = Quantity * Unit Cost.

When you are ready with entering product data, click the button save Save. Your new product will be available on the Inventory screen.

You can read more about dealing with Bulk products in our dedicated article How to manage Bulk inventory.

For Coffee machines, i.e., machines containing Ingredients and Composite Products, you have to define in Inventory both Ingredient products and Finished products.

The system will track warehouse inventory only for Ingredients, while for Finished products, you can track the sales/income.