How to add a Product

Overview

This guide explains how to add a new product to the system, including where to find the add options and how to identify required fields.

Ways to Add a Product

There are two main ways to add a product, depending on where you are in the system.

Option 1: Quick Access (Home Screen)

From the Home Screen:

1. Click the Quick Access – Add button.

2. Select Stock / Product.

This is the fastest way to add a product when you are starting from the home page.

Option 2: Stock Menu (Any Screen)

From anywhere in the system:

1. Go to Stock.

2. Click Products.

3. Click Add Product (bottom-right corner).

This option is useful when you are already working within the Stock area.

Product Setup Screen

When the Add Product screen opens, you will see a range of available fields for setting up the product.

Required Fields

• Any field marked with a red asterisk (*) is mandatory.

• The product cannot be saved until all required fields are completed.

These required fields ensure that each product has the minimum information needed to function correctly in the system.

Best Practice Tips

• Always complete all required fields first to avoid validation errors

• Review optional fields to ensure the product is fully configured for reporting, stock control, and sales

• Use consistent naming and coding conventions for easier searching and reporting

Summary

To add a product:

• Use the Quick Access Add button from the Home Screen, or

• Navigate to Stock → Products → Add Product

Remember:

• Fields marked with a red asterisk are required

• Products cannot be added until all required fields are completed