Abbpay

Products & Services Catalogue

Updated 1 day ago 2 min read

Overview

Manage your product and service catalogue. Each item can be configured for use on invoices, expenses, and/or POS, with linked ledger accounts for automated bookkeeping.

Products Dashboard

Analysis cards display:

Metric Description
Products Total product count
Services Total service count
Total Items Combined total
Average Price Average unit price across all items

Add Product/Service

  1. Click the Add Product button.
  2. Complete the product form.

Form Fields

Field Required Description
Product Name Yes Name of the product or service
Product Code Yes Unique SKU code (auto-generate available via button)
Category Yes Select category. You can create a new category inline with the + button.
Type Yes Radio selection: Product or Service
Purchase Price No Cost/purchase price
Unit Price Yes Selling price per unit
Income Ledger Account No Chart of accounts for income posting (hierarchical dropdown)
Expenses Ledger Account No Chart of accounts for expense posting (hierarchical dropdown)

Visibility Options

Checkbox Description
Show on Invoice Display this item when creating invoices
Show on Expense Display this item when creating expenses
Show on POS Display this item in Point of Sale

Additional

Field Required Description
Product Image No Upload a product photo
  1. Click Save to create the product.

View Product Details

Click on a product to view its details in a slide panel:

  • Product image (with fallback icon)
  • Product type badge (Product/Service)
  • Pricing: Purchase price and unit price
  • Category and product code
  • Last updated timestamp
  • Description (if available)

Edit Product

  1. Click Edit on the product record.
  2. Modify fields as needed.
  3. Click Save to update.

Import Products

Bulk Import via CSV/Excel

  1. Click the Import button.
  2. Download the sample template.
  3. Upload your completed CSV/Excel file.
  4. Review the import summary.

Delete Product

Single Delete

  1. Click Delete from the actions menu.
  2. Confirm.

Bulk Delete

  1. Select multiple products.
  2. Click Delete Selected.
  3. Confirm.
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