Product Master

Steps for Managing Products

1. Adding a New Product

Enter Product Name:

• In the Product field (marked with a red asterisk *), type the product’s name.

Select Supplier:

• From the Supplier Name dropdown, choose the supplier for this product.
• If no supplier exists, you may need to add one first.

Optional: Strictly Maintain Stock:

• Check the Strictly Maintain Stock checkbox if you want the system to track the stock of this product closely.

General Info Section:

• Unit:

  • Select the unit of measurement (e.g., pieces, kilograms) from the dropdown.
  • If the unit is not listed, use the + button to add a new unit.

• Tax/GST:

  • Select the applicable Tax/GST rate from the dropdown.
  • Use the + button to add a new tax rate if necessary.

• Price and Margin:

  • Margin (%): Enter the margin percentage if applicable.
  • Purchase Price: Input the cost price of the product.
  • Sales Price: Enter the selling price.
  • Nett Price: This field may auto-calculate based on the entered purchase price, sales price, and margin.

Not For Sale (Optional):

• Check the Not For Sale box if the product is unavailable for customers to purchase.

Save the Product:

• Click the Save button to add the product to the system.
• A confirmation message should appear upon successful saving.

2. Viewing Existing Products

• Click the View button to display a list of all the existing products.
• Search or scroll through the list to find the product.
• Select a product to view its details or make edits.

3. Editing a Product

• Use the View button to locate