Products
Everything you sell, with its prices, units, stock rules and barcodes.
Where Inventory → Products
Permissions products.view products.create products.edit products.delete
Create a product#
- Open Products and press New product.
- Fill in Basic information, Pricing and Stock settings (below).
- Enter Opening stock by warehouse if you already hold stock.
- Press Save.
Basic information#
| Field | What it does |
|---|---|
| Product name | The name staff and customers see. Type it, or scan a barcode to look the product up. |
| Product code | Your SKU. Press Auto-generate to use the next code from your numbering rule (see Settings → Inventory defaults). |
| Type | Standard for normal goods. Combo / Bundle sells several products as one. Digital for downloads. Service for work with no stock. |
| Category | Pick one, or use Quick add to create a category without leaving the form. |
| Brand | Pick one, or add a new brand in place. |
| Unit | The base unit of the product, for example piece or kg. |
| Sale unit and Purchase unit | Optional. Sell by the box and buy by the carton, for instance. Qorex converts quantities using the unit conversion (see catalogue-setup). Same as unit keeps them identical. |
| Short description | A line shown on lists and documents. |
| Featured | Marks the product as featured. |
| Warranty and Guarantee | A duration with a Period of days, months or years. Printed on documents where relevant. |
Pricing#
| Field | What it does |
|---|---|
| Cost price | What you pay. Used for margin and for cost of goods sold when your costing is not driven by purchases. |
| Margin | Shows the margin between cost and selling price while you type. |
| Selling price | The retail price. |
| Wholesale price | Used when the POS price level is Wholesale. |
Stock settings#
| Field | What it does |
|---|---|
| Alert quantity | The level at which the product is flagged as low stock (Alert when stock falls below this). |
| Daily sale objective | A target number of units per day. Feeds the daily sale objective report. |
| Opening stock by warehouse | Starting quantity in each warehouse. |
Variants, batches and serial numbers#
- Variants such as size and colour are defined once as variant types and values, then attached to products. See catalogue-setup.
- Batches and expiry. Switch on batch tracking in
Settings → Inventory defaults. When you receive stock you enter a batch number, made date and expiry. The product-expiry report and the expiry warning use them. - Serial / IMEI. Switch on serial tracking for phones and electronics. You enter one code per unit on purchases, sales and transfers, one per line or scanned.
Print barcodes#
From the product list choose products, set the number of Copies for each, and press Print Barcodes then Print now. The label size, barcode type and sheet layout come from Settings → Barcode. See Receipts, invoices & printers.
Assign products to branches#
Use the assign tool to copy products to another branch. Choose the Target branch, select products (or Select all), and decide the starting stock: a flat number, or Match each product's quantity at the reference branch. Categories, units, manufacturers and base pricing are shared automatically.
Import and export#
Import products from CSV and export the list from the product page or from Settings → Data export & import. Relational fields (category, brand, unit) are matched by name. A preview shows what will be created, updated or fail before anything is saved. See Import, export & custom fields.