Use inventory to manage products/services to purchase and sales.

Add Product/Service

Add product/service you use regularly in transactions where you can to track quantity and value. Alternatively, you can also add contact while creating transaction.

  • Click on the Inventory from the left side menu, then you can see more menus under Inventory
  • Click on Product List
  • Click on the Create New  button.
  • Now you will see a page with form to add product/service.
  • Enter product/service details.
  • Item Key: Enter item code or key.
  • Item Name: Enter item name.
  • I Track This Item: Check the checkbox if you want to track this item to record the quantity and value on hand. Either, item will be saved but won't keep a record of the quantity and value on hand.
  • Description: Enter item description.
  • I Purchase This Item: Check the checkbox if you purchase this item.
  • Expected Purchase Value: Enter expected purchase value.
  • Purchase Description: Enter purchase description.
  • I Sell This Item: Check the checkbox.
  • Expected Sales Value: Enter expected sales value.
  • Sales Description: Enter sales description.
  • Active: Check the checkbox if the item is in product/service list.
  • Item Image: Browse & Select picture of the item from your computer. 
  • Click on Save  button.
  • Your products/services will display under the Product List.


Edit Product/Service

  • Edit product/service to adjust updated information of the product/services.
  • Click on the Inventory from the left side menu, then you can see more menus under Inventory.
  • Click on Product List
  • Click on the Edit  button under Options column.
  • Now change information.            
  • Click on Save  button.


See Product/Service Individually

To see product/service's average cost, available quantity, transaction history and quantity in order of purchase and sales.

  • Click on the Inventory from the left side menu, then you can see more menus under Inventory.
  • Click on Product List 
  • Click on the View/Detail  button under Options column.