Creating a New Product or Service
Go to Sales - More - Products and Services - New Product or Service
Use the selector to specify whether you are creating a product or service
Price and other details will be used when citing the product or service in sales documents such as quotes, invoices or sales orders.
If you set Track Inventory to Yes, ONE UP will keep a record of the quantity of the product in stock and update it when you create receiving notes and delivery orders.
Importing and Duplicating
- If you need to make multiple Products or Services with similar attributes, use Duplicate Products and Services to start from an existing item.
- Use Import Products and Services to bring an existing table of products and services into ONE UP. See this guide for details.
Product and Service Families
If you have a large list of products and services, organize them into Product and Service Families to make it easy to find them in various places in ONE UP.
You can define simple sales and purchase prices directly inside the product or service. For more complex pricing rules, see the guides, Sales Price Lists or Discount Catalogs (both in sales) and Purchase Price Lists.