Products
Overview
The Products section enables you to manage your product catalogue, organise items into categories, set pricing, configure tax rules, assign default warehouses, and map chart of accounts for accounting integration. Products can be flagged for display on the POS terminal.
Accessing Products
Navigate to Products > All Products in the sidebar.
Product List
The product list displays all products in a searchable, sortable data table (shared with the accounting admin module). The product creation/edit form opens as a slide-over panel.
Available Actions
| Action | Description |
|---|---|
| Add Product | Open the product creation slide panel |
| Edit Product | Open the product edit slide panel |
| View Product | Navigate to the product detail page |
| Delete Product | Remove a product from the catalogue |
Add / Edit Product
Click Add Product or select Edit on an existing product to open the slide panel form.
Basic Information
| Field | Required | Description |
|---|---|---|
| Product Name | Yes | Name of the product |
| Product Code | Yes | Unique alphanumeric code (3-6 characters, auto-generated) |
| SKU | No | Stock Keeping Unit identifier |
| Barcode | No | Barcode number for scanning |
| Product Type | Yes | Product (physical item) or Service (non-stock item) |
| Description | No | Free-text product description |
| Category | Yes | Select from existing categories or create a new one inline |
| Show on POS | Yes | Toggle whether this product appears on the POS terminal |
Pricing
| Field | Required | Description |
|---|---|---|
| Selling Price | Yes | Price charged to customers |
| Cost Price | No | Cost to produce or acquire the product |
Note: The Cost Price is also stored as the Purchase Price for margin calculations.
Taxes
Select one or more tax rates to apply to this product. Taxes are displayed as checkboxes showing the tax name and percentage rate.
Stock Settings
| Field | Required | Description |
|---|---|---|
| Min Stock Level | No | Minimum quantity before a low stock alert is triggered |
| Reorder Quantity | No | Suggested quantity to reorder when stock is low |
| Default Warehouse | No | The warehouse where new stock is assigned by default |
Chart of Accounts
Map the product to specific accounting accounts for automated journal entries:
| Field | Default Code | Description |
|---|---|---|
| Sales Account | 4010 | Income account credited when product is sold |
| Expense Account | 5010 | Expense account for cost tracking |
| Inventory Account | 1510 | Asset account for inventory valuation |
| COGS Account | 5010 | Cost of Goods Sold account |
Save Options
Click Save Product (or Update Product when editing) to save changes.
Product Detail Page
Click on a product name or select View to open the detail page.
Product Information
Displays:
- Product image, name, description, and POS status badge
- Product code, SKU, barcode, type, and default warehouse
- Selling price, cost price, purchase price
- Total stock with status badge (In Stock / Low Stock / Out of Stock)
- Minimum stock level
- Total units sold
Stock by Warehouse
A table showing stock levels across all warehouses:
| Column | Description |
|---|---|
| Warehouse | Warehouse name |
| Location | Location within the warehouse |
| Quantity | Current stock quantity |
| Min Stock | Minimum stock level for this warehouse |
| Reorder Qty | Reorder quantity for this warehouse |
| Status | In Stock / Low Stock / Out of Stock |
Batch Management
Track product batches with lot numbers and expiry dates for FEFO (First Expired, First Out) deduction.
| Action | Description |
|---|---|
| Add Batch | Create a new batch record |
| Edit Batch | Modify batch details |
| Delete Batch | Remove a batch record |
Batch Form Fields
| Field | Required | Description |
|---|---|---|
| Batch Number | Yes | Unique lot/batch identifier (e.g., LOT-2026-001) |
| Warehouse | Yes | Warehouse where the batch is stored |
| Quantity | Yes | Number of units in the batch |
| Manufacturing Date | No | Date the batch was manufactured |
| Expiry Date | No | Date the batch expires |
| Cost Price | No | Per-unit cost for this batch |
| Supplier | No | Supplier the batch was sourced from |
| Notes | No | Additional notes about the batch |
Batch Status
| Status | Colour | Description |
|---|---|---|
| Active | Green | Batch is available for use |
| Expired | Red | Batch has passed its expiry date |
| Depleted | Grey | Batch quantity is zero |
Recent Movements
Last 20 stock movements for this product showing movement type, quantity change, warehouse, user, and date.
Sales History
Last 20 POS sale line items for this product showing sale number, customer, quantity, total, and date.
Quick Actions
| Action | Description |
|---|---|
| Edit Product | Opens the product edit form |
| Adjust Stock | Navigates to the stock adjustment page |
Categories
Navigate to Products > Categories in the sidebar.
Category Management
Categories organise products into logical groups. The category list is displayed in a shared data table component.
Available Actions
| Action | Description |
|---|---|
| Add Category | Create a new category via the form |
| Edit Category | Modify an existing category |
| Delete Category | Remove a category |
Note: Categories can also be created inline from the product form by clicking the + button next to the category dropdown.