Add a Product (Web)

Watch the video or scroll down for step-by-step instructions.

Tiers: All

Before You Start: Products cannot be deleted once applied to a routine service or work order.

Step-by-step instructions . . .

1

Select Settings > Products.

2

Click Add Product. Here you can name your product, include a description, set a category and default price, and indicate whether the product should be a taxable item for invoicing purposes. Be sure to Save your changes.

3

To add products directly to your shopping list, select Shopping List > Add > Add Product > Save.

4

On the Shopping List, to add a product for a customer, select Add > Add Product for Customer > Next > Save.