πŸ“±Adding a Product or Service

The Products & Services module lets you manage the items you frequently sell or purchase. These products can be reused in the Revenue and Expenses modules to save time and avoid manual entry.

🧭 Where to Find It

πŸ“ Go to the left menu β†’ Products & Services

You’ll see a list of all products you’ve already added.


βž• How to Add a New Product

  1. Click the "Add a Product / Service" button

  2. Fill in the following fields in the form:

✏️ Fields to Fill:

Field
Description

Name

The name of the product or service

Selling Price

The price you sell this product for

Purchase Price

The price you buy this product for

Serial Number

Useful for unique or trackable items


❗ Important Notes

  • The selling price will be automatically applied when using this product in a Revenue entry.

  • The purchase price will be used in an Expense entry.

  • If you add a product with a duplicate serial number, the system will show an error.


πŸ› οΈ Edit or Delete a Product

In the product list:

  • Click the ✏️ icon to edit

  • Click the πŸ—‘οΈ icon to delete

πŸ“Έ Include a screenshot of the product list interface


🧠 Tip

When a product is selected in a revenue or expense entry:

  • The transaction name and amount will auto-fill

  • Adjusting the quantity will automatically update the total price

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