Products

1 Browse, search, filter and sort the catalogue

The default table view is built for speed when you have hundreds of SKUs.

1. Type in the search box to filter by name, SKU or barcode — search is debounced (waits 400ms after you stop typing) and resets you to page 1.
2. Use the Category dropdown to narrow to one category, and the Status dropdown for Active / Inactive / Low Stock / Out of Stock (the last two only show when Inventory is enabled).
3. Click any of the stat cards at the top (Total, Active, Low Stock, Out of Stock) to instantly apply that same filter — the active card is highlighted with a blue ring.
4. Click a sortable column header (Product, Price, Cost) to sort by it; click again to flip between ascending and descending — a small arrow icon shows the current direction.
5. Switch between Table view (dense, spreadsheet-like) and Grid view (photo cards) with the two icons on the right of the toolbar.
6. Use Prev / page-number buttons / Next at the bottom to page through results — 10 products are shown per page.

2 Add or edit a product — Basic Info, Pricing & Tax, Inventory

Click Add Product (or the pencil icon on any row) to open the full-screen product form.

1. In Basic Info, enter the Product Name, optionally Brand and Season/Collection, choose a Unit (from your Settings → Stock Settings unit list) and how it is Sold — per unit, by length (cut to size), or by area (width × height, for glass/plywood/fabric).
2. Pick a Category from the dropdown, or choose "+ Add New Category" to create one inline without leaving the form; use "Manage categories" to open the full Category Manager.
3. Write a Description using the built-in rich text toolbar (Bold, Italic, Underline, bullet and numbered lists), add Tags by typing and pressing Enter, and add product Images either by pasting an image URL or uploading files from your device.
4. In Pricing & Tax, enter Selling Price and Cost Price (both required) plus optional MRP and Discount %. Pick the tax rate — the label and CGST/SGST/IGST or GST/PST split shown automatically match your business's configured tax system (GST India, VAT, Sales Tax, etc.); Composition-scheme and Unregistered dealers see a locked, explanatory field instead since per-product tax does not apply to them.
5. Optionally assign one or more Tax Master taxes under "Tax Master Assignment" — this shows a live preview of the tax breakdown and final price as you add taxes.
6. Choose Product Type (Goods vs Services) to reveal the matching HSN Code or SAC Code field, and set GST Cess % if the item is tobacco, a luxury good or an aerated drink.
7. A live Profit Margin card appears once both Price and Cost Price are filled in, showing margin %, profit per unit, and the effective price after any discount.
8. In Inventory & Stock, set the SKU (required — use the Auto button to generate one from the category/name) and an optional Barcode (Gen button creates a random EAN-style code). Set Opening Stock (new product) or Current Stock (editing), Min Stock Level, Max Stock Level and Reorder Point.
9. Toggle Sold by Weight to price the item per kg/other unit and add a PLU/scale code; toggle Age-Restricted Item to force ID verification at billing (with a configurable minimum age); toggle Composite/Kit Product for bundles; toggle Track Inventory, Serial Number Tracking and Batch/Lot Tracking as needed.
10. Click Create Product (or Update Product). On first save the product stays open in edit mode so you can immediately configure Variants, Alt. Units and Modifiers — a toast reminds you of this.

3 Fill in Additional Details and SEO (Advanced mode)

Toggle Advanced / Basic mode with the pill button in the form's footer — your choice is remembered on this device.

1. Additional Details (Advanced mode) covers Manufacturer, Part/Model Number, a Cashier Note shown to staff when the item is scanned, Weight & Dimensions for shipping, and food/pharmacy fields: Composition, Generic Name, Drug Schedule (None/H/H1/X/Narcotic — a Schedule other than None makes billing require a doctor and patient name), Allergens and Ingredients (both tag lists).
2. SEO & Social Media (Advanced mode, existing products) shows the live Storefront Product URL with copy and open-in-new-tab buttons, an editable URL Slug, Meta Title (70-character counter), Meta Description (160-character counter), Meta Keywords, and a Social Share Image with a "Use Product Photo" shortcut that reuses the first product photo.

4 Configure Variants, Price Tiers, Alt. Units, Modifiers and Kit Components

These five manager cards only appear once a product has been saved (Advanced mode) — each is its own independent, auto-saving mini table.

1. Variants — click Add Variant and fill Name (e.g. "500g / Red"), SKU (Auto button available), Barcode, Price (leave blank to inherit the parent price), Cost Price, Stock and Active; edit or delete any row inline.
2. Price Tiers — click Add Tier for quantity-based pricing: Tier Name, Min Qty, Max Qty (blank = no upper limit), Price (shows the automatic % discount vs. the base price) and optionally a Customer Group so a tier only applies to that group (e.g. a "Contractor" price list) — group-scoped tiers beat "All customers" tiers of the same quantity.
3. Alt. Units — click Add Unit to let the same product be sold in other units (e.g. dozen, case). Set the unit name, a Conversion Factor relative to the base unit (1 dozen = 12 pcs → factor 12), an optional fixed Price (blank auto-calculates as base price × factor) and an optional dedicated Barcode to scan straight into that unit.
4. Modifiers — use the modifier editor to define add-on groups shown to the cashier at sale time (e.g. size or toppings). Mark a group "One" (pick exactly one) or "Many" (pick multiple), mark it Required to force a choice before checkout, and set a price per option (0 = free).
5. Components (only meaningful once "Composite / Kit Product" is turned on) — search for and add other products as components with a Qty per Kit and an optional note; the card totals the running kit component cost, and each component's stock is automatically deducted whenever the kit itself is sold.

5 Organise categories

1. Click the Categories button in the toolbar (or "Manage categories" inside the product form) to open the Category Manager.
2. Fill Name (required), optional Description, optional Parent Category (categories nest one level deep) and pick a colour from the ten presets or a custom colour picker; Admins also choose Visibility (branch/unit/company) when creating.
3. Click a category with sub-categories to expand/collapse its children; each row shows how many products are in it.
4. Edit or Delete any category from its row — deleting one with sub-categories promotes them to top-level, and any products in the deleted category simply become uncategorised (a confirmation dialog explains this before you proceed).

6 Bulk import products from a spreadsheet

1. Click Import in the toolbar to open the Bulk Import modal.
2. Drag & drop or click to upload a CSV, XLSX or XLS file — or click "Download sample template" first to get the exact column layout with an example row.
3. Required columns are Name, Price and Cost Price; SKU is optional but any SKU that matches an existing product updates it instead of creating a duplicate. Barcode, Category, Brand, Unit, Tax Rate, MRP, HSN Code, Opening Stock, Min/Max Stock, Reorder Point and Discount are all optional.
4. Review the Preview step — every row is validated client-side and shown as OK (green) or with a specific error (red, e.g. "price invalid"); the header bar shows a running count of valid vs. error rows.
5. Click "Import N Products" to send only the valid rows to the server. The final step reports how many were created vs. updated, plus a list of any server-side rows that were still skipped and why.

7 Print barcode labels for one or many products

1. Click Print Labels in the toolbar (only visible with the Barcode feature enabled) — it opens seeded with the products currently loaded on your page.
2. Search the left-hand product list, check the ones you want, and use the +/− stepper (or type a number) to set how many copies of each label you need — up to 100 per product.
3. Choose a label Size (Small/Medium/Large) and a sheet Layout (1/2/3/4 labels per row), and toggle whether to Show name and Show price on each label.
4. Review the live preview grid, then click "Print N Labels" — this opens a dedicated print window sized to your chosen layout and triggers the browser print dialog automatically.

8 Bulk actions, inline edits and export

1. Select multiple rows with the checkboxes to reveal a bulk-action bar: Activate and Deactivate (Manager/Admin), Delete (Admin only, with a confirmation prompt), and Clear selection.
2. Click directly on a product's SKU text in the table to edit it inline — press Enter to save or Escape to cancel — and click the Active/Inactive icon to toggle status with one click (both require Edit rights).
3. Use the Export dropdown (needs Export rights) to download the entire filtered/sorted list — not just the current page — as PDF, Excel or CSV, complete with SKU, Name, Brand, Category, Unit, Price, Cost, Tax, Stock, Discount and Status columns.