# Add a product

## Getting started

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

{% hint style="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.
{% endhint %}

***

## How to add a product to your inventory

1. Open the **Catalog** and select the **Products** tab.&#x20;

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FwUQdjj14S5Ng52atTWA7%2Fadd_product_1.png?alt=media&#x26;token=45adcc1c-1031-4c81-be8a-5012bd541d6b" 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://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2F7MJUSxKMKMddkAuRf1OV%2Fadd_product_2.png?alt=media&#x26;token=ac6b82fb-1be9-42dc-8217-170dacdc37c1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2F0TSHgRSoNfMJLd7h8Og5%2Fadd-product_3.png?alt=media&#x26;token=f94fb447-12ed-4a08-9b95-a37dc7921585" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FxhUm7nN2QbVyIEJSMY4O%2FGroup%20216.png?alt=media&#x26;token=4cebd6b8-a7ea-42f7-a0de-5974da46ef72" alt=""><figcaption></figcaption></figure>

The new category now appears under the Products tab.

3. Click **Add product**.&#x20;

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FYW0OK1zgU4Ja3GPGQNNg%2Fadd_product_5.png?alt=media&#x26;token=7b5b571f-5b66-48bc-933f-f9a25b60e8e5" 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://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FC2cIqW3q8HfDjnOZAlf3%2Fadd_product_6.png?alt=media&#x26;token=c8a447e7-103e-44ec-ac29-2655600f1838" 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.&#x20;
* **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.&#x20;
* **Cost price** (optional): Enter the cost price if you want to track margins.
* **Tax rate** (required): Select the tax rate that applies.&#x20;
* **Inventory** (optional):&#x20;
  * **Track stock quantity**: Enable the toggle if you wish to monitor stock levels.&#x20;
  * **Current stock quantity**: Enter the quantity currently on hand.&#x20;

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2F1Gd28LbuSYEUDHVIuuGy%2Fadd_product_7.png?alt=media&#x26;token=8667290c-b6c6-4949-953c-598674c61be4" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2F5CQkYCd9TXLAq6p0GRDT%2Fadd_product_8.png?alt=media&#x26;token=4aab946e-27b9-40b2-a068-d8a7652f01ad" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FQTAmwwphFbHBirLYcFrl%2Fimage%2077.png?alt=media&#x26;token=f590390f-448a-4abc-bcbb-351364c1907e" alt=""><figcaption></figcaption></figure>

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

***

**Tip:**&#x20;

* 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/using-caspen/inventory-and-products/stock-management).

***

## FAQs

<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.&#x20;

</details>
