{"id":8131,"date":"2023-09-11T06:29:42","date_gmt":"2023-09-11T06:29:42","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%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%d9%88-%d8%ae%d8%af%d9%85%d8%a9-%d8%ac%d8%af%d9%8a%d8%af%d8%a9\/"},"modified":"2025-12-23T11:25:09","modified_gmt":"2025-12-23T11:25:09","slug":"adding-a-new-product-or-a-new-service","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-product-or-a-new-service\/","title":{"rendered":"Adding a New Product or a New Service"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1741514856218{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">You can add your products and services to your account individually or by importing products from a file. Here are the detailed steps to add a new product.<\/span>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]To import your items, you can check the guide of <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/importing-a-products-file\/\">importing products<\/a>.[\/vc_message][vc_custom_heading text=&#8221;How to add a Product or a Service&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1699276534535{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1766488971789{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Click on <\/span><b>&#8220;Products &amp; Services&#8221;<\/b><span style=\"font-weight: 400;\"> from the drop-down menu under <\/span><b>&#8220;Inventory&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu, and then click on the <\/span><b>&#8220;Add&#8221;<\/b><span style=\"font-weight: 400;\"> button and select <\/span><b>&#8220;New Product&#8221;<\/b><span style=\"font-weight: 400;\"> or <\/span><b>&#8220;New Service&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-42834 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Add-product-and-service-.png\" alt=\"\" width=\"1365\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Add-product-and-service-.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Add-product-and-service--300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Add-product-and-service--1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Add-product-and-service--768x355.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">A screen for adding product or service details appears, similar except for some fields we will detail in.<\/span><\/p>\n<p><b>Required Information:<\/b><\/p>\n<p><b>Item Details:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Name:<\/b><span style=\"font-weight: 400;\"> Enter the name of the product as you want it to appear in the product list, invoices, reports, and all transactions.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Item SKU:<\/b><span style=\"font-weight: 400;\"> The product code is automatically set sequentially starting from the number 1, and you can modify it or control its format. <\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Category:<\/b><span style=\"font-weight: 400;\"> Choose the product category from the drop-down list.<\/span><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]For more info, you can check the <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-categorize-the-products\/\">Products Categorization <\/a>guide.[\/vc_message][vc_column_text css=&#8221;.vc_custom_1699276918535{margin-left: 200px !important;}&#8221;]<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Brand:<\/b><span style=\"font-weight: 400;\"> Type the brand name into the field and press <\/span><b>&#8220;Enter&#8221;<\/b><span style=\"font-weight: 400;\"> to define the brand for the product being added.<\/span><\/li>\n<li><b>Unit Template:<\/b><span style=\"font-weight: 400;\"> Choose a unit of measure or distinction template for your product, such as &#8220;Weight,&#8221; &#8220;Number of pieces,&#8221; which will then appear in the invoices. It allows the selection between more than one distinguishing unit for the same measure, such as kg or g if the unit template is weight. You can add more than one unit of measure for your products, such as kilograms and grams, for example.<\/span><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]For more info, you can check the <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d9%85%d8%a7%d8%b1%d9%83%d8%a9-%d8%ac%d8%af%d9%8a%d8%af%d8%a9\/?preview_id=32456&amp;preview_nonce=2a54f449d3&amp;_thumbnail_id=-1&amp;preview=true\">Products Brands<\/a> guide.[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]To learn more about <span style=\"font-weight: 400;\">how to add a new unit of measure template and link it to a product,<\/span> you can refer to the guide of &#8220;<a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/multi-measurement-units-in-daftra-and-linking-them-to-products\/\">Multi Measurement Units and Linking them to Products<\/a>&#8220;.[\/vc_message][vc_column_text css=&#8221;.vc_custom_1699277107196{margin-left: 200px !important;}&#8221;]<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Supplier:<\/b><span style=\"font-weight: 400;\"> Select the supplier from whom you purchased the product from the dropdown menu.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Barcode:<\/b><span style=\"font-weight: 400;\"> Enter the product&#8217;s barcode numbers manually, or click on the circular arrow icon at the end of the field to generate a random barcode number.<\/span><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote><p><span style=\"font-weight: 400;\">Note: The product&#8217;s barcode number is unique, and the same number cannot be repeated for more than one product.<\/span><\/p><\/blockquote>\n<p>[\/vc_message][vc_column_text css=&#8221;.vc_custom_1699277328774{margin-left: 200px !important;}&#8221;]<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Available Online:<\/b><span style=\"font-weight: 400;\"> Click on the checkbox <\/span><b>&#8220;Available Online&#8221;<\/b><span style=\"font-weight: 400;\"> to add the product to your online shop (shop front) screen.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Featured Item:<\/b><span style=\"font-weight: 400;\"> Click on the checkbox <\/span><b>&#8220;Featured Item&#8221;<\/b><span style=\"font-weight: 400;\"> to display the product in the <\/span><b>&#8220;Featured Products&#8221;<\/b><span style=\"font-weight: 400;\"> section on the shop front directly.<\/span><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote><p><span style=\"font-weight: 400;\">Note: Ensure that the shop front app is activated from your &#8220;Apps Manager&#8221; under &#8220;Settings&#8221; so you can benefit from the <\/span><b>&#8220;Available Online&#8221;<\/b><span style=\"font-weight: 400;\"> and <\/span><b>&#8220;Featured Item&#8221;<\/b><span style=\"font-weight: 400;\"> options.<\/span><\/p><\/blockquote>\n<p>[\/vc_message][vc_column_text css=&#8221;.vc_custom_1699277811350{margin-left: 200px !important;}&#8221;]<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Purchase Price:<\/b><span style=\"font-weight: 400;\"> Enter the purchase price of the product from the supplier.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Selling Price:<\/b><span style=\"font-weight: 400;\"> Enter the selling price of the product to clients.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Tax1:<\/b><span style=\"font-weight: 400;\"> Select the tax applicable to the product from the dropdown menu.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Tax2:<\/b><span style=\"font-weight: 400;\"> If there is a second tax that can be applied to the product, choose it.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Minimum Price:<\/b><span style=\"font-weight: 400;\"> Enter the minimum specified price for selling the product.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Discount:<\/b><span style=\"font-weight: 400;\"> If you want to set a fixed discount for the product, whether a percentage or an amount.<\/span><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]To learn more about <span style=\"font-weight: 400;\">how to<\/span><span style=\"font-weight: 400;\"> set the minimum selling price for a product or a fixed discount <\/span><span style=\"font-weight: 400;\">on it<\/span>, you can refer to this <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/setting-the-minimum-selling-price-and-selecting-a-fixed-discount-for-the-product\/\">guide<\/a>.[\/vc_message][vc_column_text css=&#8221;.vc_custom_1699278060519{margin-left: 200px !important;}&#8221;]<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Profit Margin:<\/b><span style=\"font-weight: 400;\"> Enter the percentage of the product&#8217;s profit margin to automatically calculate the selling price without the need to enter it in the selling price field.<\/span><\/li>\n<li><b>Price Lists:<\/b><span style=\"font-weight: 400;\"> Choose a price list to add the product to; you can also add the product to more than one price list with different values for each list.<\/span><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]To learn more about <span style=\"font-weight: 400;\">how to set the product price in multiple price lists<\/span>, you can refer to this <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/setting-the-minimum-selling-price-and-selecting-a-fixed-discount-for-the-product\/\">guide<\/a>.[\/vc_message][vc_column_text css=&#8221;.vc_custom_1699279835985{margin-left: 200px !important;}&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8134 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h00_26.png\" alt=\"\" width=\"1268\" height=\"672\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h00_26.png 1268w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h00_26-300x159.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h00_26-1024x543.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h00_26-768x407.png 768w\" sizes=\"auto, (max-width: 1268px) 100vw, 1268px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">From the dropdown selections, choose the price list you want to add the product to.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8136 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h00_59.png\" alt=\"\" width=\"612\" height=\"136\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h00_59.png 612w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h00_59-300x67.png 300w\" sizes=\"auto, (max-width: 612px) 100vw, 612px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Leave the product price field empty if you want to make the price list&#8217;s product price similar to the selling price, or enter a special selling list price here for this product.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8138 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h01_32.png\" alt=\"\" width=\"600\" height=\"165\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h01_32.png 600w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h01_32-300x83.png 300w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">In case of adding a <\/span><b>&#8220;New Service&#8221;<\/b><span style=\"font-weight: 400;\"> you will find a field not present when adding products related to the details of the item, which is <\/span><b>&#8220;Duration in Minutes&#8221;<\/b><span style=\"font-weight: 400;\">, where you define the duration of the service when booked by the client.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8140 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h02_07.png\" alt=\"\" width=\"603\" height=\"344\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h02_07.png 603w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h02_07-300x171.png 300w\" sizes=\"auto, (max-width: 603px) 100vw, 603px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">In case of adding a <\/span><b>&#8220;New Product&#8221;<\/b><span style=\"font-weight: 400;\"> you will find data not present when adding services related to inventory management details, which includes the following:<\/span><\/p>\n<ul>\n<li aria-level=\"1\"><b>Inventory Tracking: <\/b><span style=\"font-weight: 400;\">When <\/span><b>&#8220;Inventory Tracking&#8221;<\/b><span style=\"font-weight: 400;\"> is activated by clicking on the \u2705 mark above the checkbox, it allows choosing more accurate methods to track the product other than quantity tracking, which is useful in monitoring inventory movements.<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"2\"><b>Track Stock: <\/b><span style=\"font-weight: 400;\">Choose from the dropdown list the required tracking type, as follows:<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Serial number.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Lot number.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Expiry date.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Lot number and expiry date.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Quantity only.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><b>Initial Stock Level:<\/b><span style=\"font-weight: 400;\"> Add the product quantity in inventory, known as <\/span><b>&#8220;Beginning of Period Balance&#8221;<\/b>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote><p><span style=\"font-weight: 400;\">Note: The quantity field does not appear if the setting <\/span><b>&#8220;Requisitions for purchase and sale Invoices&#8221;<\/b><span style=\"font-weight: 400;\"> is enabled within the <\/span><b>&#8220;Inventory&#8221;<\/b><span style=\"font-weight: 400;\"> settings of the account, or in case a tracking type is selected, and the product balance is established through a <\/span><b>&#8220;Manual Inbound&#8221; <\/b>requisition<span style=\"font-weight: 400;\">.<\/span><\/p><\/blockquote>\n<p>[\/vc_message][vc_column_text css=&#8221;.vc_custom_1699280189954{margin-left: 200px !important;}&#8221;]<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Low Stock Threshold:<\/b><span style=\"font-weight: 400;\"> Enter a quantity at which the system sends a notification when your inventory falls below it, to overcome stock depletion issues.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8142 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h04_23.png\" alt=\"\" width=\"1218\" height=\"307\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h04_23.png 1218w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h04_23-300x76.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h04_23-1024x258.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h04_23-768x194.png 768w\" sizes=\"auto, (max-width: 1218px) 100vw, 1218px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">The data for <\/span><b>&#8220;More Details&#8221;<\/b><span style=\"font-weight: 400;\"> include some specifics related to adding a product or service, which are:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><b>Internal Notes:<\/b><span style=\"font-weight: 400;\"> Write any notes specific to the product.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><b>Tags:<\/b><span style=\"font-weight: 400;\"> Enter distinctive tags for the product to facilitate finding it in search, choose a tag from the dropdown list or by typing the tag you want then pressing Enter on your keyboard.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><b>Status:<\/b><span style=\"font-weight: 400;\"> Determine the product&#8217;s status to be one of the following:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"4\"><span style=\"font-weight: 400;\">Active<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"4\"><span style=\"font-weight: 400;\">Suspended<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"4\"><span style=\"font-weight: 400;\">Inactive<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8144 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h04_43.png\" alt=\"\" width=\"1214\" height=\"280\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h04_43.png 1214w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h04_43-300x69.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h04_43-1024x236.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h04_43-768x177.png 768w\" sizes=\"auto, (max-width: 1214px) 100vw, 1214px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">After entering all the details related to the product or service, click the <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span>[\/vc_column_text][vc_custom_heading text=&#8221;Actions related to Products and Services&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1699278748480{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1699278853870{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">You can perform some actions on one or more products together, click on <\/span><b>&#8220;Products &amp; Services&#8221;<\/b><span style=\"font-weight: 400;\"> from the dropdown under <\/span><b>&#8220;Inventory&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu, and select the products you want by activating the checkmark \u2705 to the right of the product or service name, or select all products by clicking on the checkmark \u2705 at the top of the page.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Click on actions and press on one of these actions to activate it on all the selected products:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Delete.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Print PDF.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Update Profit Margin.<\/span><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]To learn more about <span style=\"font-weight: 400;\">how to<\/span><span style=\"font-weight: 400;\"> update the profit margin for products<\/span> you can refer to this <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/updating-the-profit-margin-for-several-items-in-one-go\/\">guide<\/a>.[\/vc_message][vc_column_text css=&#8221;.vc_custom_1741515011453{margin-left: 200px !important;}&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8146 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h05_57.png\" alt=\"\" width=\"589\" height=\"696\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h05_57.png 589w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h05_57-254x300.png 254w\" sizes=\"auto, (max-width: 589px) 100vw, 589px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">By clicking on the dots next to a product, you can do the following:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">View the product.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Edit the product.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Delete the product.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Copy the product to get an exact duplicate of its data, with the ability to make some modifications to it.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8148 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h06_47.png\" alt=\"\" width=\"1240\" height=\"391\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h06_47.png 1240w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h06_47-300x95.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h06_47-1024x323.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_16h06_47-768x242.png 768w\" sizes=\"auto, (max-width: 1240px) 100vw, 1240px\" \/><br \/>\nAfter saving or reviewing the product, you will find some actions like transferring the product to a different warehouse or adding\/deducting a quantity of the product, in addition to some tabs which display:<\/span><\/p>\n<ul>\n<li aria-level=\"1\"><b>Product Information: <\/b><span style=\"font-weight: 400;\">This includes information such as the quantity of the product, the total pieces sold, and the average cost price.<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Stock Transactions: <\/b><span style=\"font-weight: 400;\">This is a list that contains all the inventory movements related to the product, and you can control the time period you wish to review the inventory movements for.<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Timeline: <\/b><span style=\"font-weight: 400;\">It shows the actions that have been carried out on the product, marked with the time of occurrence.<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Activity Log: <\/b><span style=\"font-weight: 400;\">To review the activities that have been done on the product, with the ability to filter by the user who performed the activity, of course.<\/span><\/li>\n<\/ul>\n<p><b><\/b><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31381 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/009-0.png\" alt=\"\" width=\"1024\" height=\"554\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/009-0.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/009-0-300x162.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/009-0-768x416.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2177,2184],"tags":[8126,4149],"class_list":["post-8131","user_manual","type-user_manual","status-publish","hentry","category-inventory","category-products-services","tag-adding-a-new-product","tag-inventory"],"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 or a New Service - 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\/user_manual\/adding-a-new-product-or-a-new-service\/\" \/>\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 or a New Service - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1741514856218{margin-left: 200px !important;}&#8221;]You can add your products and services to your account individually or by importing products from a file. Here are the detailed steps to add a new product.[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]To import your items, you can check the guide of importing products.[\/vc_message][vc_custom_heading text=&#8221;How to add a Product or a Service&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-product-or-a-new-service\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-23T11:25:09+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Add-product-and-service-.png\" \/>\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=\"8 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"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\":\"ImageObject\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-product-or-a-new-service\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Add-product-and-service-.png\",\"contentUrl\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Add-product-and-service-.png\",\"width\":1365,\"height\":631},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-product-or-a-new-service\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-product-or-a-new-service\/\",\"name\":\"Adding a New Product or a New Service - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-product-or-a-new-service\/#primaryimage\"},\"datePublished\":\"2023-09-11T06:29:42+00:00\",\"dateModified\":\"2025-12-23T11:25:09+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-product-or-a-new-service\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-product-or-a-new-service\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-product-or-a-new-service\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Adding a New Product or a New Service\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Adding a New Product or a New Service - 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\/user_manual\/adding-a-new-product-or-a-new-service\/","og_locale":"en_US","og_type":"article","og_title":"Adding a New Product or a New Service - Daftra Knowledge Base","og_description":"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1741514856218{margin-left: 200px !important;}&#8221;]You can add your products and services to your account individually or by importing products from a file. Here are the detailed steps to add a new product.[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]To import your items, you can check the guide of importing products.[\/vc_message][vc_custom_heading text=&#8221;How to add a Product or a Service&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; [&hellip;]","og_url":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-product-or-a-new-service\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2025-12-23T11:25:09+00:00","og_image":[{"url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Add-product-and-service-.png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"8 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","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":"ImageObject","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-product-or-a-new-service\/#primaryimage","inLanguage":"en-US","url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Add-product-and-service-.png","contentUrl":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Add-product-and-service-.png","width":1365,"height":631},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-product-or-a-new-service\/#webpage","url":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-product-or-a-new-service\/","name":"Adding a New Product or a New Service - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-product-or-a-new-service\/#primaryimage"},"datePublished":"2023-09-11T06:29:42+00:00","dateModified":"2025-12-23T11:25:09+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-product-or-a-new-service\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-product-or-a-new-service\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-product-or-a-new-service\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Adding a New Product or a New Service"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/8131","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/user_manual"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/13"}],"version-history":[{"count":9,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/8131\/revisions"}],"predecessor-version":[{"id":42837,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/8131\/revisions\/42837"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=8131"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=8131"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=8131"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}