Managing Products & Services

Products & Services List

1. Click on “Inventory” from the main menu.
2. Click on “Products &  Services”.
3. The program will display a list of products and services in the account.
4. You can click on the checkbox at the top of the page to select the entire product list and choose between:
   • All (current page): Select all products on the current page.
   • All Filtered (All Pages): Select all products across all pages.
5. Review the “Actions” list to apply a set of quick actions to the selected products and services list. For more details, you can refer to the guide “Actions on Product List” on this page.
6. Use the navigation buttons “(<) (>)” to toggle between the display pages of product lists.
7. Click on the gear icon “⚙️” to access the “Product Categories” page.
8. Click on the “Import” button to upload a ready file with product data to the program. See the guide “Import Product File”.
9. Click on the “Add” button to start saving a new product or service in the account.
10. You can use the search tools below to quickly access the desired product.
11. Click on the “Advanced Search” button to access more professional search and filter tools.
12. At the top of the list, you can click on “Sort by” and choose from multiple ways to sort the product list, such as (Created Date, Code).
13. You can click on the “Products” or “Services” buttons for quick filtering and separation between product and service lists in the account.

Actions on the Products List

• Through the system, you can apply some actions to the product list in one process.

1. Click on “Inventory” from the main menu.
2. Click on “Products &  Services”.
3. The program displays a list of products in the account for you.
4. Select the desired products by clicking on the checkbox located at the top left corner of each product card.
5. You can click on the checkbox at the top of the page to select the entire list of products and services and choose between:
   • Selecting all products on the current page.
   • Selecting all products across all pages.
6. From the “Actions” list at the top of the page, choose the desired action:
   • Delete: Delete the selected products and services from the list.
     • Note: Ensure the removal of stock transactions for all products selected from the list.
   • Print PDF: One of the saved prints in the account is downloaded for all the selected products in the form of a PDF file on the operating platform.
   • Update Profit Margin: The profit margin percentage is changed for all products selected in the list.