Getting started

How do I add products or services?

Build a catalogue of your products and services with prices and units, ready to pick on quotes and invoices.

Step-by-step instructions

  1. 1
    Open Items in the sidebar (your workspace may have renamed it).
  2. 2
    Tap Add item.
  3. 3
    Enter the name and SKU, and pick a Category such as Finished Product, Spare Part or Raw Material.
  4. 4
    Enter the Estimated price (₹) and the Unit (e.g. Pcs, Box or Hr).
  5. 5
    Tap Create to add it to your catalogue.
Good to know
  • Saved catalog items appear automatically in dropdown search when drafting quotes and invoices.

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