Products & Services List

This guide explains the Products & Services page: its buttons, how to search and filter to reach specific products or services, sorting, bulk actions, and how to view the products in a specific branch.

Opening the products and services list

1. From the main menu, click Inventory.
2. Click Manage Products. The list of products and services in your account appears.

Page buttons

Button	What it does
Add	Add a New Product, a New Service, or a New Bundle (when bundles are enabled).
The import icon	Import Products from a file, or Import Product Barcodes.
Item Groups	Manage Item Groups.
The gear icon	Opens the Categories page.
The search button	Opens the search and filter panel.
(<) (>)	Moves between list pages.

Quick filter: products and services

At the top of the list are tabs showing the count of each type, to separate them quickly:

• Products: products only.
• Services: services only.
• Bundles: when you have bundles.

A tab appears only if its count is greater than zero.

Search and filters

Click the search button to open the filter panel, set what you need, then click Search. To clear the filters, click Reset.

Basic search

Filter	Description
Search Keywords	Search by name, code, barcode, tag or second-language name.
Category	Products in a specific category.
Brand	Products of a specific brand.
Status	Available, Low Stock, Out of Stock, Inactive or Suspended.
Tracking Type	Appears when product tracking is enabled (serial number, lot, expiry date).
Barcode	Search by the product’s main barcode or its additional barcodes.
View untranslated products	Appears when a second language is enabled; shows products with no name in that language.

Advanced search

Click Advanced Search for more filters:

Filter	Description
Date From / Date To	Products created in a specific period.
Tag	Choose one or more tags.
Supplier	Products from a specific supplier.
Product Code	Search by the exact code.
Attribute	Product attributes (such as color or size) for products with attributes.
Custom fields	Product custom fields set as filterable.

Filter examples

I want to see	How
Services only	The Services tab.
Products that are out of stock	Status = Out of Stock.
Products that need reordering	Status = Low Stock.
Suspended or inactive products	Status = Suspended or Inactive.
Products in a specific category or brand	Category or Brand.
Products I buy from a specific supplier	Advanced Search › Supplier.
Products added this month	Advanced Search › Date From / Date To.
A product by barcode	The Barcode field, or type it in the keyword search.
Products in a specific branch	Details

Sorting

From the sort menu at the top of the list, sort by Name, Created Date or Code, ascending or descending.

What each product row shows

• The product image, name, code, barcode and tags.
• The product status: In Stock, Low Stock, Out of Stock, Active (for products not tracked in inventory), Inactive, Suspended or Bundle.
• The Available quantity: the total quantity in all warehouses you’re allowed to access.
• The selling price, and the purchase price or average cost (for users with permission to add purchase invoices).
• Actions: View, Edit, Clone and Delete, depending on your permissions.

Selecting products and bulk actions

From the checkbox at the top of the list, choose All (Current Page), All Filtered (All Pages), or select specific products. Then from Actions:

• Delete the selected products.
• Activate, deactivate or suspend the selected products.
• Print PDF.
• Update Profit Margin (when advanced pricing options are enabled).
• Export the selected products to a file.

How do I view the products in a specific branch?

It depends on the product-sharing setting between branches, in Branches Settings › Branch Sharing Settings › Products:

Setting	What the list shows	How do I see one branch’s products?
Product sharing on	All products in all branches (one shared list).	There are no branch-specific products; the difference is in the stock in each branch’s warehouses. Details.
Product sharing off	Products of the current branch only.	Switch to the branch you need from the branch menu at the top of the screen, then open the products list. Only that branch’s products appear.

Viewing product stock by branch or warehouse

The quantity in the products list is the total across all warehouses you’re allowed to access. To see which products are available in a specific branch or warehouse, use the inventory reports from Reports › Store Reports:

Report	Use
Summary Of Stock Balance	Best option: filters for Warehouse (a quantity column per warehouse plus the total), Product Branch, Category and Brand, and Status.
Stocktaking Sheet	Product quantities in a specific warehouse, with category and brand filters.
Inventory Value	The inventory value in one warehouse or all warehouses.
Inventory Transactions Summary	Stock movements (in and out) by warehouse.

1. Open Summary Of Stock Balance.
2. In Warehouse, choose the warehouses of the branch you need (or, when product sharing is off, choose the branch in Product Branch).
3. In Status, choose Available to show only products with stock.
4. View the report, and export it if needed.

FAQs

How do I see the products in a specific branch?

If product sharing is off: switch to the branch, then open the products list. If it’s on: use Summary Of Stock Balance with a filter on the branch’s warehouses.

I added a product and it doesn’t appear in another branch. Why?

Product sharing between branches is off. Turn it on from Branches Settings, or add the product in the other branch.

The available quantity in the list doesn’t match the warehouse quantity. Why?

The list shows the total across all warehouses you’re allowed to access. Each warehouse’s quantity appears on the product page or in the Summary Of Stock Balance report.

How do I export a filtered products list?

Apply the filter, choose All Filtered (All Pages), then Actions › Export.

I can’t find a product in the list. What should I check?

Make sure the filters are cleared, that you’re on the right tab (Products or Services), and check the current branch if product sharing is off.