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:::info 翻译说明 本文档目前为英文版。中文翻译即将推出。 :::

✏️ View, Edit & Delete Products

Keep your product catalog accurate by viewing details, updating prices, correcting HSN codes, adjusting tax settings, and removing products that are no longer sold.

Products List – Actions

Each product row in the list has three action icons in the Actions column:

IconActionWho can use
EyeView product details (read-only dialog)All users
PencilEdit productAll users
TrashDelete productAdmin only

👁️ Viewing a Product​

How to View​

  1. Go to Products from the main menu
  2. Find the product in the list (use the search bar if needed)
  3. Click the View icon (eye) on the product row
  4. A read-only details dialog opens showing all product information

What the View Dialog Shows​

FieldDescription
Product NameDisplay name
Unit PriceSelling price
Tax RateGST % applied
Tax TypeTax category (e.g., Taxable)
Tax CategoryInherited or custom
Product GroupCategory
UnitUnit of measurement
HSN CodeGST classification code
Use Group Tax RateWhether group tax is applied
Quantity (per unit)Current stock
MRPMaximum Retail Price
BarcodeBarcode / SKU if set
Origin CountryCountry of manufacture if set
Serial NumberSerial number if set
Custom FieldsAny extra key-value metadata

✏️ Editing a Product​

How to Open the Edit Form​

  1. Go to Products from the main menu
  2. Find the product in the list (use the search bar if needed)
  3. Click the Edit icon (pencil) on the product row
  4. The product form opens with all current values prefilled
  5. Make your changes
  6. Click Save

What You Can Edit​

All product fields are editable at any time:

SectionFields
BasicProduct Name, Description, Product Category, Unit
PricingUnit Price (Selling Price), MRP, Discount Type (None / Percentage / Amount)
TaxTax Rate (%), Use Group Tax Rate toggle, Tax Type, TCS/TDS checkboxes
ComplianceHSN / SAC Code (use Auto-populate HSN Code button or enter manually)
InventoryProduct Quantity per Unit
MetadataCustom Fields (key-value pairs, + Add Field)

:::info Impact of Edits on Invoices Editing a product updates the catalog record only. Existing finalized invoices retain the product data that was captured at invoice creation — they are never retroactively modified. Draft invoices will use updated product data when recalculated. :::

Price Changes​

When you update Unit Price or MRP:

  • ✅ New invoices use the new price
  • ✅ Finalized/paid invoices keep the original price (audit compliance)
  • ⚠️ Open draft invoices may need manual review if prices matter

Tax Rate Changes​

When you change the Tax Rate (or switch Use Group Tax Rate on/off):

  • New invoices pick up the updated rate
  • Existing invoices are unaffected
  • If the product uses Use Group Tax Rate, updating the category's default rate changes all products in that category simultaneously — more efficient than editing each product individually

HSN / SAC Code Correction​

The HSN/SAC code can be corrected at any time:

  1. Open the product edit form
  2. Click Auto-populate HSN Code to look up the code automatically, or type it directly (4, 6, or 8 digits)
  3. The system validates the format before saving

:::warning GST Compliance Correcting an HSN/SAC code affects only future invoices. Past finalized invoices keep their original code. If a filing period is already closed, consult your tax advisor before changing codes on products with existing transactions. :::

Category Reassignment​

You can move a product to a different Product Category by selecting a new category in the edit form. This changes:

  • The category shown in the product list
  • The inherited tax rate (if Use Group Tax Rate is on)

Existing invoices are not affected by category changes.

🗑️ Deleting a Product​

:::warning Admin only The Delete icon is only visible to Admin users. :::

Delete Steps​

  1. Go to Products
  2. Find the product to remove
  3. Click the Delete icon (trash) on the product row
  4. A confirmation dialog appears — click Confirm to proceed
  5. The product is removed from the catalog

When Deletion is Blocked​

warning

A product cannot be deleted if it is referenced by finalized or paid invoices. The system will show an error message if you attempt to delete such a product.

ConditionCan Delete?
Product never used in any invoice✅ Yes
Product used only in draft invoices✅ Yes (drafts updated)
Product in a finalized invoice❌ No
Product in a paid invoice❌ No

Common Scenarios​

Scenario 1: Price Increase​

Situation: Your supplier raised costs and you need to update the selling price.

  1. Edit the product → update Unit Price (Selling Price)
  2. Optionally update MRP if MRP also changed
  3. Click Save
  4. Result: All new invoices use the new price; past invoices unchanged

Scenario 2: Wrong HSN Code Was Used​

Situation: The HSN code entered when the product was created was incorrect.

  1. Edit the product → click Auto-populate HSN Code or correct the code directly
  2. Click Save
  3. Result: Future invoices use the corrected code
  4. Past invoices retain the original code — review with your accountant if the error affects filed GST returns

Scenario 3: Product No Longer Sold​

Situation: You've discontinued a product and don't want it appearing on new invoices.

Options:

  • Delete it — only possible if it has no finalized invoices
  • Rename it with a [DISCONTINUED] prefix so users know not to select it
  • Move it to a "Discontinued" category for visual separation

Scenario 4: Incorrect Tax Rate​

Situation: A product's GST rate is wrong.

  1. If the product uses Use Group Tax Rate → edit the Product Category's default tax rate; all products in that category update automatically
  2. If the product has a custom rate → edit the product → disable Use Group Tax Rate → set the correct Tax Rate (%)
  3. Click Save

⚠️ Troubleshooting​

Changes Not Saving​

Problem: Product edits are not saving.

  1. Check for validation errors shown in red
  2. Ensure all required fields are filled (Product Category, Unit, Product Name, Unit Price, Tax Rate, HSN Code)
  3. Verify Unit Price is a valid number (≥ 0)
  4. Check HSN code is exactly 4, 6, or 8 digits with no leading zeros

Cannot Delete Product​

Problem: Delete icon not visible, or delete fails.

ReasonSolution
Not an Admin userContact your business Admin
Product used in finalized/paid invoicesRename with [DISCONTINUED] prefix instead

HSN Code Not Saving​

Problem: HSN code field shows a validation error.

  1. Code must be exactly 4, 6, or 8 digits
  2. No spaces or special characters allowed
  3. Cannot be all zeros (e.g., 0000 is invalid)
  4. Use Auto-populate HSN Code to find the correct code

🔗 Related​