How do I add a new product on invoice?
Click on "Add New" and it will open a pop up window where you can add relevant information about the new product.
You can add the following information about the product:
Type - The type of product i.e. Parts, Accessories, etc.
Name - Product name
Manufacturer - The manufacturer of the product
Retail Price - Price of item/ product
In Stock - Available stock of product
Tax Class - Tax class applicable on product
Condition - Physical condition of product, i.e. New, Used, etc.
SKU - Stock Keeping Unit ID of product
Device/ Model - The device/ model to which the product/ item belongs
Cost Price - The cost incurred for the purchase of item/ product
Stock Warning - Minimum stock level for the product after which it needs to be re-ordered
Supplier - The vendor providing the product.
Once you've entered all relevant information, click on Save to add product to inventory.
Note: Before you Save an Invoice please click on "+ Add Row" against each item so it gets added to your invoice.
FAQs
Q. How can I stop employees from adding a new service/ item in invoices?
A. You can do so by:
1. Heading to Roles Permission under Employees in Settings.
2. Select Employee Role.
3. Click on Invoices section to expand section and view triggers.
4. Disable the trigger "Create New Service/ Item".
5. Click on Save Changes.
