Products & Services

Updated 2 hours ago 1 min read

Overview

The Products & Services section is your central hub for managing your product catalogue, categories, tax rates, inventory, warehouses, and purchase orders. It provides end-to-end product lifecycle management from cataloguing through to stock management.

Accessing Products & Services

Navigate to Account > Products & Services from the left sidebar (shown as "Inventory" icon).


Tabs

The hub is organised into 8 tabs:

Tab Description Documentation
Products & Services Product and service catalogue Details
Categories Product and expense categories Details
Tax Rates VAT and tax rate management See Settings > Tax
Warehouses Warehouse management Details
Purchases Purchase order management Details
Inventory Stock levels and valuation Details
Stock Adjustments Manual stock adjustments Details
Stock Alerts Low stock and out-of-stock alerts Details

Summary Statistics

Metric Description
Total Products Number of products and services in catalogue
Total Categories Number of active categories
Total Tax Rates Number of configured tax rates
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