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How to Create and Manage Products, Services, and Inventory Items in Invent ERP

Learn how to create products, define pricing, manage inventory settings, and organize your product catalog efficiently.

Step-by-Step Process​

Step 1: Access the Products​

From the Home Page, navigate to Products under any module

Step 1 - Access Products Page

or use Quick Links.

Step 1 - Add New Product

Step 2: Add a New Product​

From the Products Page, Click Add and start adding a new product.

Step 2 - Fill Product Details

Step 3: Fill in the Product Details​

Enter the required product information and click Create.

Step 3 - Fill Product Details

Notes & Tips​

  • If you are adding a POS item, make sure you mark it as a POS Item and assign it under the POS Category.

Step 4 - Fill Product Details

  • If you want to track your item, in the Inventory section you can either track it by lots (for batch-based products) or track it by serial numbers (for individually tracked items).

Step 4 - Fill Product Details

Notes & Tips​

  • If you are adding a POS item, make sure to mark it as a POS Item and assign it under the POS Category.
  • If you want to track your item, in the Inventory section you can either:
    • Track by lots (for batch-based products)
    • Track by serial numbers (for individually tracked items)

FAQ​

Q: Can I edit product information after saving? Yes. You can edit or update any product details anytime from the Products page.

Q: What is the difference between a POS Item and a regular product? A POS Item is sold through the Point of Sale interface. Regular products are used in standard operations such as Quotations, Sales Orders, Invoices, and Vendor Bills.

Q: Can I add service items? Yes. When creating the product, select Service under the product type. Service items are not tracked in inventory but can be used in sales, purchase, and invoicing.

Q: Can I import multiple products at once? Yes. You can bulk import products using the Import option under Products.