Set up a product

Last updated: June 20, 2026

Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Product Catalogue in the reference.

Setup

What this is

A product is anything you sell. How you set it up decides whether it moves stock, and how.

Before you start

You need access to Sales settings.

Open Product

Go to Menu > Sales > Settings > Product.

Create a product

  1. Click Create. Enter a Code, Name and Description, and set the UOM (unit of measure).
  2. Set the Type (the delivery mode): Service (delivers no inventory), Fee (a charge, no inventory), or Inventory (a stocked item).
  3. For an Inventory product, open the Inventory tab and choose the Stock Type: Single Item (one fixed SKU), Multiple Items (a bundle of SKUs), Loose Item (the SKU is chosen on the sales document), or Unmanaged Inventory (stock this system does not track).
  4. Click Create.
ProductCodeWIDGET-ANameWidget AUOMUnit▾Type (delivery mode)InventoryServiceFeeStock TypeSingle ItemMultiple ItemsLoose ItemUnmanaged
A product with its type and stock type simplified mockup

Field guide

  • Code, Name, UOM.
  • Type. Service, Fee or Inventory.
  • Stock Type. Single Item, Multiple Items, Loose Item or Unmanaged Inventory.

Related

  • Sales overview
  • Create a quotation