Products & Services

Maintain a catalog of your products and services to speed up invoice and quote creation. Add items once, then reuse them across all your documents.

# Adding Products

# Create a New Product

1. Navigate to Accounting → Products
2. Click Add Product
3. Fill in the product details:
   • Name
   • Description
   • SKU (optional)
   • Unit price
   • Tax rate
4. Click Save

# Product Fields

# Products vs Services

The catalog supports both:

# Products

Physical items you sell:

• Inventory items
• Manufactured goods
• Resold products

# Services

Work you perform:

• Consulting hours
• Professional services
• Subscriptions
• Project-based work

There's no technical difference—use the description field to clarify what you're offering.

# Using Products

# In Invoices

When creating an invoice:

1. Click Add Line Item
2. Click From Catalog
3. Search or browse your products
4. Select the product
5. Adjust quantity as needed

The description and price auto-populate.

# In Quotes

The same process works when creating quotes. Products ensure consistency between your quotes and final invoices.

# Managing Pricing

# Default Pricing

Set a default price that's used when adding the product to invoices.

# Override Pricing

You can always override the price on individual invoices or quotes:

• Special discounts
• Volume pricing
• Customer-specific rates

# Price History

The product catalog stores your default price, but individual documents maintain their own pricing.

# Organizing Products

# Categories

Group related products:

• Services
• Physical Products
• Subscriptions
• Add-ons

# Search

Find products quickly by:

• Name
• SKU
• Description keywords

# Bulk Operations

# Import Products

Import multiple products from CSV:

1. Go to Accounting → Products
2. Click Import
3. Upload your CSV file
4. Map columns to fields
5. Review and confirm

# Export Products

Export your catalog:

1. Go to Accounting → Products
2. Click Export
3. Download the CSV

# Best Practices

# Naming Convention

Use consistent naming:

Good: "Website Design - Basic Package"
Good: "Consulting - Hourly Rate"
Avoid: "Design" (too vague)

# Descriptions

Write customer-friendly descriptions:

Good: "Professional website design including up to 5 pages,
       mobile responsive layout, and basic SEO setup"
Avoid: "Web design svc"

# SKU System

If you use SKUs, create a consistent system:

SVC-WEB-001  (Service - Web - 001)
PRD-ELEC-042 (Product - Electronics - 042)

# Integration with E-Invoice

Products are linked to your E-Invoice setup:

• Tax classification codes
• LHDN product categories
• Automatic compliance fields

When creating e-invoices, product details are automatically formatted for LHDN submission.