Add a product
Create a stock item, non-stock item or service with its codes, costs, prices and tracking.
Go to Products and click Add Product.
Enter the Product # (your SKU) and Product Name. Both are required.
Add a barcode and description if you have them.
Type Use it for Stock Physical items you hold and count. Stock levels are tracked. Non Stock Items you buy or sell but don't count. Kits are Non Stock items too. Service Labour, freight and other charges. Also used for extra costs on purchase orders and extra charges on sales orders. Good to know: choose carefully. A Stock product can't be changed to another type, and an existing product can't be changed to Stock.
Enter a Min Stock Alert. When stock drops below it, the product shows as low stock on the dashboard and in alerts.
Enter the Cost Price (Buy), Buy UOM and Units per Buy UOM. For example, you buy by the Box and there are 12 in a box. Choose the Buy Tax Rate.
InventaHQ keeps Last Cost and Average Cost up to date each time you receive stock.
Enter the Unit Price (Sell), Sell UOM, Units per Sell UOM and Sell Tax Rate. If you use price levels, set a price for each. See Set up price levels and quantity breaks.
Turn on Serial Number Tracking, Batch / Lot Tracking or Expiry Date Tracking if you need it. See Serial, batch and expiry tracking.
Under Supplier Contacts, add each supplier you buy from, with their Supplier / Product Code, Lead Time (days) and Min Order Qty.
Click Add Product (or Save Changes). If something can't be saved, such as a SKU you've already used, a message tells you why.
New products start with no stock. Add your opening stock with a stocktake. See Run a stocktake.
Make a product inactive
To stop using a product but keep its history, select it and choose Set Inactive. Tick Include inactive products to see it again.
Make a kit or bundle
If you have the Kits & Bundles add-on, see Create a kit.