Add a product

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

Getting started

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

Before you begin:

Ensure you have permission to manage products (access to the Catalogue tab). If you’re a team member, request access from your your account owner.

How to add a product to your inventory

  1. Open the Catalogue and select the Products tab.

  1. 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.”

The new category now appears under the Products tab.

  1. Click Add product.

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.

  1. Fill in the product details:

  • Featured image (optional): Upload an image 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 organise 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.

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

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

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.

FAQs

Where does the product image show?

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

If a product is not tracked, do I still see actions related to invoices?

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.

What happens if I turn stock tracking on later?

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.

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