The product record

Where

Stock → Catalog → Products

Plan

All plans

Permission

Catalog → Product

The products list

The list shows name, item code, category, type, standard cost, quantity per pack, barcode, whether it has variants, and its status. You can search and filter by status.

There are no bulk actions — edits and deletes are one product at a time.

How to add a product you can actually sell

It takes three steps, and the first one alone is not enough — a new product will not appear at the till until you list it at a branch and give it a price.

1. Create the product

1. Pick your company in the top bar. Products belong to a company, not a branch, and the form has no company field — it uses whatever is selected.
2. Go to Stock → Catalog → Products and click New record.
3. Fill the four required fields under Core information:
   • Name
   • SKU — typed by you, nothing is generated
   • Category — must already exist
   • Unit of measure — must already exist
4. Optionally add a Barcode. You can scan it: a scan anywhere on the form lands in the barcode box, wherever your cursor is.
5. Click Save.

You land in the full editor. Everything else has a sensible default: type Physical, status Active, quantity per pack 1.

2. List it at your shop

1. Go to the Locations tab and click New record.
2. Pick the Location and set Product status to Active.
3. Click Save.

This step is not optional

The till only shows products listed at that branch. Skip this and the product is invisible to cashiers no matter what else you set — this is the single most common reason a new product “does not exist” at the counter.

3. Give it a selling price

See Pricing. Without a price row the till has nothing to charge.

Nothing is generated for you

Item codes and barcodes are typed or scanned. There is no automatic code generator, and barcodes are not required to be unique — the same barcode can exist on two products. When a scan is ambiguous the app reports “not found” rather than guessing.

The eight tabs

Tab	Holds
General	The main record — everything below on this page
Variant options	Which attributes this product varies by
Variants	The actual variants, one row each
Pricing	Selling prices, and prices pinned to a foreign currency
Locations	Which branches carry it
Translations	The name and description in another language
Related	Cross-sell links for the online store
Specifications	Feature and specification bullets for the online store

Per-location cost is not here — it lives in the location cockpit, reached by opening a branch’s listing.

Product type, and the flag that actually matters

There are three types — Physical, Digital and Service — and choosing one changes almost nothing on its own.

What actually decides behaviour is Track Inventory. Turn it off and the product never deducts stock, is never reserved and never goes on backorder. That is how you make a service or a non-stock item, regardless of the type you picked.

Options on the General tab

All simple Yes/No switches: Track Inventory, Has Variant, Serialized, Batch Tracked, Catch Weight, Raw Material, Purchase Only, Combo Product, Snap Eligible, Drop Ship, High Value for Warranty.

Three of these are genuinely enforced at the till — Restricted, Requires ID Check and Minimum Age produce the confirmation a cashier must accept before the item goes in the basket.

Two flags that do nothing yet

Purchase Only and Raw Material are stored on the record but nothing reads them. They do not stop a product being sold. Treat them as notes to yourself, not controls.

Turning on batch or serial tracking later

Switching Batch Tracked or Serialized on does not organise stock you already hold into batches or serial numbers. Existing stock stays as it is while new deliveries expect batch or serial details. Plan a stock adjustment alongside the change.

What is not on this screen

People look for these here and they are elsewhere:

• Reorder level, minimum and maximum stock, negative-stock rules — these are inventory settings, not product fields.
• Tax rate — there is no tax field on a product. The only tax control is a Tax Exempt switch on each branch’s listing, because exemption follows the location’s tax rules.
• Expiry dates — the product carries a shelf life in days; actual dates live on each batch.

Photos

A single Logo image is the product’s main picture, and a Gallery takes up to 20 more files. Both need the Growth plan or above; below that the fields appear locked with an upgrade prompt.

On a brand-new product, gallery files upload after the product is saved. If an upload fails you are told, but the product itself has already been created.

How to stop selling a product

Three different levers, depending on what you mean.

Stop selling it everywhere, keep the history:

1. Open the product’s General tab.
2. Set Status to Inactive.
3. Click Save changes.

Stop selling it at one branch only:

1. Go to Stock → Catalog → Location Products and pick the branch.
2. Find the product and click Stop carrying, then confirm.

Or open the product’s Locations tab and set that listing’s Product status to Discontinued or Out of stock, or give it an End date.

Delete it — Products list → row menu → Delete.

Prefer Inactive over Delete

The confirmation says the product “cannot be undone”, and deleting is permitted even for a product with a full trading history with no warning.

In fact the record is only hidden, not erased, and past documents keep their own copy of the name and code. But the product disappears from every list, lookup and till immediately, and there is no way to bring it back from the app. Use Inactive unless the product was created in error.

Things worth knowing

• Active does not mean sellable. A branch listing has its own status, its own product status and a date window; any of them can keep an Active product off the till. See Selling a product at a branch.
• Marking a product “Online” does not give it a working storefront address. The storefront finds products by a web address that this editor never asks for and does not fill in.
• Variants can hold their own picture in the system, but there is no field to set one.

There is no way to import or export products

Import does not exist at all — no screen, no upload, no spreadsheet template, anywhere. Every product is typed in by hand.

Export does nothing. The Export menu offers CSV, Excel and PDF on every catalog screen, and picking one shows “Exporting as CSV…” — and then produces no file. This is true of Products, Categories, Brands, Manufacturers, Attributes, Units of Measure, Unit Conversions and Customer Pricing alike.

Plan your opening catalogue accordingly: for a shop with hundreds of lines, this is days of typing, not an afternoon’s import.

Selling by weight is not built

The product form has Catch weight and Weighted barcode prefix fields. Neither is read by anything — there is no scale integration and nothing decodes a weight embedded in a barcode.

To sell loose goods today, give the product a weight unit of measure and a price per that unit, and have the cashier type the quantity.

Product Merge records a merge, it does not perform one

Stock → Catalog → Product Merge is a logbook. You type in which product won, how many losers there were and whether stock was transferred — nothing is actually merged. No stock, prices or history are moved and no duplicate is removed.

Merge duplicates by hand, then record it here if you want the audit trail.

Related

• Variants · Prices
• Selling a product at a branch