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
- 1Open Items in the sidebar (your workspace may have renamed it).
- 2Tap Add item.
- 3Enter the name and SKU, and pick a Category such as Finished Product, Spare Part or Raw Material.
- 4Enter the Estimated price (₹) and the Unit (e.g. Pcs, Box or Hr).
- 5Tap 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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