{"id":150727,"date":"2026-10-04T13:25:31","date_gmt":"2026-10-04T13:25:31","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d9%85%d9%86%d8%aa%d8%ac-%d8%ac%d8%af%d9%8a%d8%af-%d8%a3%d8%ab%d9%86%d8%a7%d8%a1-%d8%a5%d9%86%d8%b4%d8%a7%d8%a1-%d9%81%d8%a7%d8%aa%d9%88%d8%b1%d8%a9-%d8%a3%d9%88-%d8%ad\/"},"modified":"2026-10-15T09:59:41","modified_gmt":"2026-10-15T09:59:41","slug":"adding-new-product-from-the-create-invoice-page","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-product-from-the-create-invoice-page\/","title":{"rendered":"Adding a New Product While Creating an Invoice or a Stock Transaction Without Leaving the Page"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The system lets you add a new product while creating the transaction directly, without leaving the page or losing the data entered. This guide explains how to add it, the pages that support it, and the conditions required for that.<\/p>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Pages That Support Adding a Product While Creating<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The sales invoice, the quotation, and the sales order.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The credit note, the refund invoice, and the debit note.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The purchase invoice, the purchase order, the purchase quotation, and the purchase credit note.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Stock requisitions (the addition requisition, the issue requisition, and the transfer).<\/li>\n<\/ul>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Method One: From the Products List<\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">In the lines table, click the arrow in the <strong style=\"color: #111827;\">Item<\/strong> field on the required row, and the <strong style=\"color: #111827;\">products list<\/strong> appears.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Search for the product in the <strong style=\"color: #111827;\">Search for Products<\/strong> field.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If the product doesn&#8217;t exist, click <strong style=\"color: #111827;\">Add New Product<\/strong> at the bottom of the list.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The <strong style=\"color: #111827;\">Add New Product<\/strong> window appears, and the name written in the search field is transferred to it automatically.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Complete the product data (price, category, stock tracking, taxes, and so on), then click <strong style=\"color: #111827;\">Save<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The window closes, and the new product is added to the line in the document directly, and you can continue entering the quantity and price.<\/li>\n<\/ol>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Method Two: From a Manually Written Line<\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Write the product name directly in the <strong style=\"color: #111827;\">Item<\/strong> field.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If there is no matching product, an orange warning message appears below the line titled <strong style=\"color: #111827;\">Line Not Added (Add New Product)<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click the message, and the <strong style=\"color: #111827;\">Add New Product<\/strong> window appears with the written name in it.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Complete the data and click <strong style=\"color: #111827;\">Save<\/strong>, and the line is linked to the new product.<\/li>\n<\/ol>\n<div style=\"display: flex; gap: 10px; background: #fff8eb; border-left: 4px solid #d97706; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\u26a0<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Warning:<\/strong> A line written manually without being linked to a product is considered a <strong style=\"color: #111827;\">free-text line<\/strong>, so it doesn&#8217;t affect stock, and doesn&#8217;t appear in the product reports. Therefore it is recommended to add the product through the warning message before saving the document.<\/p>\n<\/div>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Required Conditions<\/h2>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Condition<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Explanation<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">The Permission to Add Products<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The <strong style=\"color: #111827;\">Add New Product<\/strong> button appears only to a user who has the permission to add a new product. The permission is granted from <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/roles\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Employee Roles<\/strong><\/a>.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Free Entry<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">To write the line name manually, the <strong style=\"color: #111827;\">Free Entry and Editing Item Data in the Invoice<\/strong> option must be allowed from <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/invoices\/settings\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Invoice Settings<\/strong><\/a>. And when it isn&#8217;t allowed, only Method One is used.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Notes<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The product is added to the products list permanently, and it can be edited later from the products page.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">When adding a stock-tracked product during a purchase invoice or an addition requisition, it is preferable to leave the opening quantity empty in the product window, because the quantity will be added through the document itself, to avoid duplicating the quantity.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If the window is closed without saving, the product isn&#8217;t added, and the document&#8217;s data stays as it is.<\/li>\n<\/ul>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Frequently Asked Questions<\/h2>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">The &#8220;Add New Product&#8221; button doesn&#8217;t appear in the products list. What is the cause?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The user doesn&#8217;t have the permission to add a new product.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">I can&#8217;t write the item name manually. What is the cause?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The free entry option isn&#8217;t allowed in the invoice settings, and the products list can be used instead.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">I added the product from the window but it didn&#8217;t appear in the line. What should I do?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Please search for it in the products list and choose it, since it has already been saved among the products.<\/p>\n<\/div>\n","protected":false},"author":17,"featured_media":0,"template":"","categories":[2149,2155,2182,2177,2184,2189,2188,2196],"tags":[15770,22383,22384,22387,22386,22391,22390,22385,8099,6938,22388,22389],"class_list":["post-150727","tutorial","type-tutorial","status-publish","hentry","category-invoices-and-estimates","category-sales-invoice","category-requisitions","category-inventory","category-products-services","category-purchase-orders","category-purchases","category-purchase-invoices","tag-add-new-product-permission","tag-add-product-from-invoice","tag-add-product-while-creating","tag-free-entry","tag-free-text-line","tag-i-added-the-product-from-the-window-and-it-didnt-appear-in-the-line","tag-i-cant-type-the-item-name-manually","tag-line-not-added","tag-products-list","tag-purchase-invoice","tag-stock-requisition","tag-the-add-new-product-button-doesnt-appear"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding a New Product While Creating an Invoice or a Stock Transaction Without Leaving the Page - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-product-from-the-create-invoice-page\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding a New Product While Creating an Invoice or a Stock Transaction Without Leaving the Page - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"The system lets you add a new product while creating the transaction directly, without leaving the page or losing the data entered. This guide explains how to add it, the pages that support it, and the conditions required for that. Pages That Support Adding a Product While Creating The sales invoice, the quotation, and the [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-product-from-the-create-invoice-page\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2026-10-15T09:59:41+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https:\/\/docs.daftra.com\/#organization\",\"name\":\"Daftra\",\"url\":\"https:\/\/docs.daftra.com\/\",\"sameAs\":[],\"logo\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/docs.daftra.com\/#logo\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/daftra-ar.svg\",\"contentUrl\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/daftra-ar.svg\",\"caption\":\"Daftra\"},\"image\":{\"@id\":\"https:\/\/docs.daftra.com\/#logo\"}},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"publisher\":{\"@id\":\"https:\/\/docs.daftra.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-product-from-the-create-invoice-page\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-product-from-the-create-invoice-page\/\",\"name\":\"Adding a New Product While Creating an Invoice or a Stock Transaction Without Leaving the Page - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"datePublished\":\"2026-10-04T13:25:31+00:00\",\"dateModified\":\"2026-10-15T09:59:41+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-product-from-the-create-invoice-page\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-product-from-the-create-invoice-page\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-product-from-the-create-invoice-page\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Adding a New Product While Creating an Invoice or a Stock Transaction Without Leaving the Page\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Adding a New Product While Creating an Invoice or a Stock Transaction Without Leaving the Page - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-product-from-the-create-invoice-page\/","og_locale":"en_US","og_type":"article","og_title":"Adding a New Product While Creating an Invoice or a Stock Transaction Without Leaving the Page - Daftra Knowledge Base","og_description":"The system lets you add a new product while creating the transaction directly, without leaving the page or losing the data entered. This guide explains how to add it, the pages that support it, and the conditions required for that. Pages That Support Adding a Product While Creating The sales invoice, the quotation, and the [&hellip;]","og_url":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-product-from-the-create-invoice-page\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2026-10-15T09:59:41+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Organization","@id":"https:\/\/docs.daftra.com\/#organization","name":"Daftra","url":"https:\/\/docs.daftra.com\/","sameAs":[],"logo":{"@type":"ImageObject","@id":"https:\/\/docs.daftra.com\/#logo","inLanguage":"en-US","url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/daftra-ar.svg","contentUrl":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/daftra-ar.svg","caption":"Daftra"},"image":{"@id":"https:\/\/docs.daftra.com\/#logo"}},{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","publisher":{"@id":"https:\/\/docs.daftra.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-product-from-the-create-invoice-page\/#webpage","url":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-product-from-the-create-invoice-page\/","name":"Adding a New Product While Creating an Invoice or a Stock Transaction Without Leaving the Page - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"datePublished":"2026-10-04T13:25:31+00:00","dateModified":"2026-10-15T09:59:41+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-product-from-the-create-invoice-page\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-product-from-the-create-invoice-page\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-new-product-from-the-create-invoice-page\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Adding a New Product While Creating an Invoice or a Stock Transaction Without Leaving the Page"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/150727","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/tutorial"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/17"}],"version-history":[{"count":2,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/150727\/revisions"}],"predecessor-version":[{"id":150765,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/150727\/revisions\/150765"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=150727"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=150727"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=150727"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}