# Add a product

> Streamline product sales and keep your inventory organized by creating a product list. Learn how to add products so you always have the right items available for your clients.

Source: https://support.caspen.com/inventory-and-products/add-a-product
Documentation index: https://support.caspen.com/llms.txt

## Getting started

Manually adding products helps keep your inventory accurate and up-to-date.


> **Warning:**
>
> **Before you begin:**
>
> Ensure you have permission to manage products (access to the Catalog tab). If you’re a team member, request access from your your account owner.


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## How to add a product to your inventory

1. Open the **Catalog** and select the **Products** tab.

<figure><img src="https://support.caspen.com/files/fHvq1U9cZyNc41NGYg0N.webp" alt=""><figcaption></figcaption></figure>

2. Click **Add category** and enter a **name** and (optional) **description,** then click **Create**.

A category is a way to group similar products, for example: “Supplements,” “Equipment,” or “Skincare.”

<figure><img src="https://support.caspen.com/files/WzMSDEFSkZZZrAFdPQIg.webp" alt=""><figcaption></figcaption></figure>

<figure><img src="https://support.caspen.com/files/FmLcaF7gNMxEUQX0OHKS.webp" alt=""><figcaption></figcaption></figure>

<figure><img src="https://support.caspen.com/files/vaFVXKi0uQZAwclLfOkU.webp" alt=""><figcaption></figcaption></figure>

The new category now appears under the Products tab.

3. Click **Add product**.

<figure><img src="https://support.caspen.com/files/Z90L7KZrLAmFHwwGF3yf.webp" alt=""><figcaption></figcaption></figure>


> **Tip:**
>
> You can also add a product from a category via Actions, then Add new product. This opens the same form with the Category prefilled.


<figure><img src="https://support.caspen.com/files/yOT82RQ6zJsuRFcrSXl3.webp" alt=""><figcaption></figcaption></figure>

4. **Fill in the product details:**

- **Featured image** (optional): Upload one or more images of the product.
- **Name** (required): Enter the product name.
- **Category** (required): Choose an existing category or create a new one.
- **Supplier** (optional): Select or Create a supplier.
- **Tags** (optional): Add tags to help organize or search for your products.
- **Price** (required): Enter the selling price.
- **Cost price** (optional): Enter the cost price if you want to track margins.
- **Tax rate** (required): Select the tax rate that applies.
- **Inventory** (optional):
    - **Track stock quantity**: Enable the toggle if you wish to monitor stock levels.
    - **Current stock quantity**: Enter the quantity currently on hand.

<figure><img src="https://support.caspen.com/files/eD1aohk5rtib0wIIJB5M.webp" alt=""><figcaption></figcaption></figure>

5. After entering the product’s details, click **Create** (bottom right) to save the product.

<figure><img src="https://support.caspen.com/files/4WBiVMVwlWN5Q1hWeykH.webp" alt=""><figcaption></figcaption></figure>

<figure><img src="https://support.caspen.com/files/BR6i4u7wsrB00jS7sak6.webp" alt=""><figcaption></figcaption></figure>

You’ll return to the Products tab, where the new product appears.

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**Tip:**

- When tracking is on, stock totals update automatically. When tracking is off, history is kept but totals do not update. Learn more - [Stock Management](https://support.caspen.com/inventory-and-products/stock-management).

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## Frequently asked questions

<details>

<summary><strong>Where does the product image show?</strong></summary>

The image appears in your product catalog and in the Add product picker when building an invoice. Note: It does not appear on the invoice itself (PDF or client view).

</details>

<details>

<summary><strong>If a product is not tracked, do I still see actions related to invoices?</strong></summary>

Yes. Even if stock isn’t tracked, actions like adding the product to an invoice are still recorded in the product’s stock adjustment history. The difference is that stock totals aren’t updated.

</details>

<details>

<summary><strong>What happens if I turn stock tracking on later?</strong></summary>

Turning tracking back on resets the product’s quantity to 0. Use Actions → Add stock to set the current on-hand amount. The add-stock action is recorded in the product’s adjustment history.

</details>
