:::info ಅನುವಾದ ಟಿಪ್ಪಣಿ ಈ ಡಾಕ್ಯುಮೆಂಟ್ ಪ್ರಸ್ತುತ ಇಂಗ್ಲಿಷ್ನಲ್ಲಿ ಇದೆ. ಶೀಘ್ರದಲ್ಲೇ ಕನ್ನಡಕ್ಕೆ ಅನುವಾದಿಸಲಾಗುವುದು. :::
➕ Create a Product
Add goods and services to your catalog so they can be selected on invoices.
Steps to Add a Product
Step 1: Open the Products page
From the main menu, click Products.
Step 2: Click "+ Create New Product"
Click the + Create New Product button at the top right of the page.
Step 3: Fill in the product form
The form opens as a two-column layout — fields on the left, Description and Tax Type on the right. See the full field reference below.
Step 4: Save
Click Save. A success notification confirms the product has been added to your catalog.
:::tip Inline category creation If saving with a new inline category, the button reads Save Category & Product — it creates the category and the product in one step. :::
📝 Required Fields
| Field | Description | Validation |
|---|---|---|
| Product Category | Category the product belongs to — select an existing one or create inline | Required |
| Unit | Unit of measurement (from master list) | Select from dropdown |
| Product Name | Display name on invoices | 3–300 characters |
| Unit Price (Selling Price) | Selling price per unit | ≥ 0 |
| Tax Rate (%) | GST percentage applied to this product | ≥ 0 |
| HSN / SAC Code | Goods or services tax classification code — an Auto-populate HSN Code button appears next to the field to look up the code automatically | 4, 6, or 8 digits — no leading zeros |
:::tip HSN / SAC Code For goods, enter the HSN (Harmonized System of Nomenclature) code. For services, enter the SAC (Services Accounting Code). Both follow the same 4/6/8-digit format. Use the Auto-populate HSN Code button to look up the right code automatically, or enter it manually. :::
📋 Optional Fields
Barcode/QR Code (Scanner Input)
The Barcode/QR Code field appears at the top of the form. Scan or type a barcode/UPC/EAN code to auto-fill product details from the master product database. A Browse Catalog button next to the field opens the Master Products Browser. Clear a scanned barcode with the × button if needed.
Product Quantity per UNIT
Enter the current stock quantity for the product. The label updates dynamically to show the selected unit (e.g., Product Quantity per KGS). Leave blank if you are not tracking stock for this product.
Pricing & Discounts
| Field | Description |
|---|---|
| MRP (Maximum Retail Price) | Optional — shown on invoices to highlight the saving; must be ≥ Unit Price |
| Discount Type | No Discount (default) / Percentage / Amount — switches which discount field appears |
| Discount Percentage (%) | Visible when Discount Type = Percentage; value between 0–100 |
| Discount Amount (₹) | Visible when Discount Type = Amount; flat discount in INR |
:::info MRP and Discount Set MRP higher than Unit Price to show the customer how much they are saving. Only one discount mode (percentage or flat amount) applies at a time. :::
Tax Type Panel (right column)
| Field | Description |
|---|---|
| Tax Type | Tax category dropdown — Taxable, Exempt, Zero-rated, etc. |
| TCS (Tax Collected at Source) | Checkbox — enable to apply TCS on this product; enter TCS Rate % when enabled (0–100) |
| TDS (Tax Deducted at Source) | Checkbox — enable to apply TDS on this product; enter TDS Rate % when enabled (0–100) |
Tax Inheritance
| Field | Description |
|---|---|
| Use Group Tax Rate | When enabled, the product inherits the tax rate from its Product Category — overrides any product-level rate |
:::tip Tax Inheritance Enable Use Group Tax Rate so the product automatically picks up the tax rate from its category. Disable it only when this product has a different rate from others in the group. :::
Additional Details
| Field | Description | Validation |
|---|---|---|
| Description | Long-form product description (right column) — for internal notes or invoice line items | Up to 1000 characters |
| Custom Fields | Arbitrary key-value pairs for extra metadata (e.g., warranty period, model number) — click + Add Field to add a row | — |
🔠 Unit Reference
Units are loaded from the master data list. Common examples:
| Unit Code | Unit Name |
|---|---|
| NOS | Numbers |
| KGS | Kilograms |
| LTR | Litres |
| MTR | Metres |
| BOX | Box |
| PCS | Pieces |
| BAG | Bags |
| SET | Set |
Select the unit that matches how you invoice the product (e.g., per hour, per kilogram, per licence).
🔎 Master Products Browser
Instead of entering product details manually, use the Master Products Browser to search a pre-built product database:
- Click Browse Catalog (next to the Barcode/QR Code field at the top of the form)
- Search by barcode, product name, brand, or manufacturer
- Filter by brand or category
- Select a product — its details are prefilled in the form
- Adjust price and group, then save
The Master Products Browser is ideal when adding retail goods that already exist in the master catalogue — it saves manual data entry and ensures correct product details.
🏗️ Create a Category Inline
If the right Product Category doesn't exist yet, create one without leaving the product form:
- In the Product Category section, click the + Create New Category tab
- Fill in the inline group fields: Group Name, Group Description, Group Unit, Default Tax Rate, and HSN/SAC Code
- Click Save Category & Product — this saves both the new category and the product in one step
The newly created category is automatically linked to the product.
⚠️ Common Validation Errors
| Error | Cause | Fix |
|---|---|---|
| Product name too short | Name under 3 characters | Use at least 3 characters |
| Invalid HSN Code | Not 4, 6, or 8 digits; or all zeros | Check the correct HSN/SAC code |
| Unit required | No unit selected | Pick a unit from the dropdown |
| Product Category required | No category selected | Select or create a category |
| Price negative | Unit Price below zero | Enter 0 or a positive value |
| Invalid barcode | Under 3 characters | Use at least 3 characters |
| MRP less than Unit Price | MRP must be ≥ Unit Price | Increase MRP or reduce Unit Price |
| TCS/TDS rate out of range | Rate not between 0 and 100 | Enter a value between 0 and 100 |
| Quantity not positive | Quantity entered is ≤ 0 | Enter a positive number or leave blank |
🎯 After Creating a Product
- The product is immediately available to add to new invoices
- Edit it anytime from the Products list
- Use Bulk Import to add many products at once (see below)
📥 Bulk Import via Excel
For large catalogs, import products in bulk:
- Go to Products → click Import
- Select the Product Category the imports will belong to
- Click Download Template to get the Excel file
- Fill in the template (Product Name, Unit Price, HSN Code, Unit, Discount Type, etc.)
- Upload the completed file
- Review the import summary — success count, error rows, and error messages
All imported products are assigned to the selected Product Category. Ensure the category has the correct default tax rate and HSN/SAC code before importing.
🔗 Related
- Product Groups — set up categories with shared tax and HSN defaults before adding products
- Edit / Delete Products — update pricing, correct HSN codes, or remove products
- Create Invoice — use products on invoices
Product created? Learn how to create invoices next! 👉