{"id":46729,"date":"2025-12-22T11:15:20","date_gmt":"2025-12-22T11:15:20","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%af%d9%84%d9%8a%d9%84-%d8%a5%d8%b9%d8%af%d8%a7%d8%af%d8%a7%d8%aa-%d8%a7%d9%84%d9%85%d8%ae%d8%b2%d9%88%d9%86-%d9%88-%d8%a7%d9%84%d9%85%d9%86%d8%aa%d8%ac%d8%a7%d8%aa-%d8%a7%d9%84%d8%b4%d8%a7%d9%85\/"},"modified":"2026-02-03T12:13:56","modified_gmt":"2026-02-03T12:13:56","slug":"inventory-and-products-settings-comprehensive-guide","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/inventory-and-products-settings-comprehensive-guide\/","title":{"rendered":"Inventory and Products Settings Comprehensive Guide"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]This comprehensive guide explains the inventory and product settings and how to leverage them to efficiently manage items. It covers all the essential tools for controlling product data, organizing them through categories and brands, setting up barcodes and units, and customizing permissions and documents associated with inventory.<\/p>\n

Main Settings Include:<\/strong><\/p>\n

Product Settings:<\/strong> Manage product behavior, tracking, stocktaking, and warehouse permissions.
\nCategories:<\/strong> Create multi-level categories to facilitate grouping and filtering.
\nBrands:<\/strong> Add an unlimited number of brands to classify products and link them to reports.
\nUnit Templates:<\/strong> Define base units and conversion ratios for buying and selling in different units.
\nEmployee Default Warehouses:<\/strong> Assign warehouses to each employee to monitor permissions and stock movement.
\nBarcode Settings:<\/strong> Configure barcode formats for accurate scanning and weight-based pricing.
\nCustom Fields:<\/strong> Add custom fields for extra product data in products, lists, and reports.
\nPrintable Templates:<\/strong> Design and customize templates for displaying and printing inventory documents and permissions.<\/p>\n

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The Product Settings<\/strong> section is used to control how products are created and managed within the system, including numbering, pricing, units, and tracking, ensuring organized inventory and efficient operations before actual use.<\/p>\n

From the main menu, click \u201cInventory\u201d<\/strong>, then from the dropdown, select \u201cInventory & Product Settings\u201d<\/strong> and choose \u201cProduct Settings.\u201d<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<\/div>\n

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Product settings are divided into several key areas to help manage product data and organize inventory efficiently:<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<\/div>\n

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These settings control how products and inventory are managed within the system, including setup, tracking, stocktaking, warehouse permissions, and default values.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<\/div>\n

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  1. Product Configuration<\/strong><\/li>\n<\/ol>\n

    This includes the basic settings for creating and managing products:<\/p>\n