Products and services

Products & Services is your list of items. When you pick an item on a document line, it fills the line for you: at its selling price on a quotation or invoice, and at its cost on a supplier bill.

Who can do this

Owners, admins and members can add, edit, archive and delete items. Viewers can only look. In the demo workspace nothing can be changed.

Steps

Add an item

1. Open Products under Records in the Finance menu.
2. Click Add Item.
3. Type the Name and choose the Type: Product or Service.
4. Add a SKU and a Category if you use them.
5. Enter the Selling price (RM). You can also enter the Cost (RM).
6. Enter the SST rate (%). It starts at 0.
7. Check the Tax type: Sales tax, Service tax or No SST. Until you choose one yourself, it follows the rate: 5 or 10 gives Sales tax, 6 or 8 gives Service tax, and 0 gives No SST. For any other rate, choose it yourself.
8. For Sales tax, you can add a Tariff code. For Service tax, you can add a Service type code.
9. Set the Unit, for example "unit" or "ream".
10. Click Add item.

Change, archive or delete an item

1. Find the item in All items. Search by name, SKU or category, or use the Show list.
2. Open the row's menu and choose Edit, Archive (or Restore), or Delete.
3. For Delete, confirm with Delete item. This cannot be undone.

Common problems

• "Enter a price of 0 or more.", "Enter a cost of 0 or more." or "Enter an SST rate between 0 and 100." Check the number you typed.
• "Another product already uses that SKU." Each SKU can be used once.
• "This item is used on bills or other documents. Archive it instead." An item on any document cannot be deleted.

Related

• Customers and suppliers
• Supplier bills