Manage products and read stock values

Open the Products page

Open Products to manage inventory items and view stock values for the active company in your workspace.

1. In the app, open Products.
2. If your account has access to more than one company workspace, use the company filter to choose the workspace you want.
3. Use the search box, All Groups, and All Types to narrow the list.

Create a product

Create a product when you need a new inventory item in the connected ledger. Some fields must be filled in before you can save.

1. Select New Product.New Product
2. Enter the Item Code and Item Name.
3. Choose an Item Group and Stock UOM.
4. If the item is sellable or purchasable, review the Sales Item and Purchase Item options.
5. Optional: add a barcode, description, weight, origin, batch tracking, serial tracking, expiry tracking, and any custom fields that appear on the form.
6. If a currency appears next to Standard rate or Valuation reference, enter the amount in that currency. If no currency appears, those fields are not ready to edit.
7. Select Save Product.

Edit a product

Edit changes the current product record in the connected ledger. If the item changed after you opened it, reopen it before saving.

1. Find the item in the list and select Edit.Edit
2. Update the fields you need in the form.
3. If you changed a rate field, review the shown rate currency first.
4. Select Update Product.

Read stock quantity and estimated stock cost

Each product card can show current quantity and an estimated stock cost for the active company. These values come from the connected ledger, not from historical books totals.

1. Open Products and let the list load.
2. Look at the quantity badge on each product card when it is available.
3. Read the stock quantity using the stock UOM shown beside it.
4. Read Est. stock cost as the current weighted company estimate per stock unit.

Use product metadata

The product form includes metadata from the connected ledger, such as item groups, units of measure, brands, and custom fields. What you see depends on what is available in your connected company.

1. Open a product for editing or select New Product.New Product
2. Use the item group, unit, brand, and custom field controls that appear in the form.
3. Fill in any visible custom fields your workspace shows.

Add selling units

You can add selling units when creating a new product. The stock unit always uses a conversion factor of one.

1. Select New Product.New Product
2. Choose the Stock UOM.
3. Select Add selling unit.Add selling unit
4. Choose a selling unit and enter the stock units per selling unit.
5. Repeat for each additional unit you need.
6. Save the product.

Track inventory behavior

Use the checkbox options to define how the item behaves in inventory and sales workflows.

• Stock Item: maintain inventory for this item.
• Sales Item: the item can be sold to customers.
• Purchase Item: the item can be purchased from suppliers.
• Disabled: the item is inactive or archived.
• Track Batches: enable batch or lot tracking.
• Track Serial Numbers: enable serial number tracking.
• Track Expiry: enable expiry date tracking.

Manage images and product details

You can upload or remove a local product image from the edit form. If a Shopify image override is present for the product, the Shopify image appears instead of the local image in the editor.

1. Open the product and select Edit.Edit
2. To add an image, choose the image area and upload a file.
3. To remove an image, select Remove Image.Remove Image
4. Save the product when you are done.

Sync a product price from Shopify

If the product is bridged to Shopify, you may see Sync price from Shopify in the edit form. This refreshes the product’s standard rate from the Shopify variant when the connected values differ.

1. Open the product and select Edit.Edit
2. If Sync price from Shopify is shown, select it.Sync price from Shopify
3. Review the updated Standard rate after the sync finishes.

Delete a product

You can delete a product only when the connected ledger confirms it has no blocking dependencies.

1. Select Delete on the product card.Delete
2. Review the dependency check message.
3. If no dependencies are listed, confirm the deletion.

Understand stock values and source terms

If a value is missing or unavailable

Sometimes the page cannot verify a field or stock value. In that case, the page shows an unavailable state instead of guessing.

• If quantity is unavailable, do not treat it as zero.
• If currency is unavailable, select Reload currencies before changing rate fields.
• If the current product changed since you opened it, reopen it before saving.
• If a saved request is still pending, review that request before making another change to the same product.