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Add a product or service

What this is for

Put what you sell or buy into the catalog — a named item with a price — so quotes, invoices, and purchase orders can pick it.

Concepts

Products & Services (under Company Settings) is the catalog. An Item is one product or service. A Category is a folder of items. You add a category first, then items in it. If the list is empty you will see There are no categories. Platform folders (plans, modules) are not for your catalog — add your own category, then Add Item.

Type

  • Goods — a physical thing. You can ship it (Delivery) and, if Inventory is on, Track Inventory.
  • Service — work you do. No stock, no delivery checkbox.
  • Manufactured Item — something you assemble. Sell Type stays Sell. After you save, Edit Item has a Materials tab: Product, Qty per unit, Unit, plus Add Product. That list is the recipe Assemble a product uses.

Sell Type: Sell (you invoice it), Buy (you purchase it), or Buy and Sell.

Fulfillment → Delivery means this item can go on a delivery order after you bill it. Leave it off for things that do not ship.

Track Inventory (only if the Inventory module is on): EpicBiz will keep a quantity. Help under the checkbox: You cannot enable/disable inventory tracking once you are created transactions for this item. After you save, Edit Item shows Use serial numbers, Reorder Level, and Preferred Vendor (Select Vendor). Serials and bins per warehouse are still on Product List → Edit an Item.

SKU (UPC Code) is your code for the item. Unit is how you count it (each, hour, and so on).

Before you start

Steps

  1. Click the gear. Open Products & Services (cart in the toolbar), or click Create Item categories and products on Configuration Tasks.
  2. On the left, Categories, click the plus (tooltip Add Products & Services). In Add a New Categories, enter Categories Name. Parent Category is optional. Click Add.
  3. Click the category name so it is highlighted. The right side lists Products & Services for that folder.
  4. Click the plus (Add Item). Add a New Item opens on General Details.
  5. Choose Type and Sell Type. Enter Item Name, Category, SKU (UPC Code), and Unit.
  6. If tax rules exist, each rule shows Yes / No — pick whether that tax applies.
  7. For Sell or Buy and Sell, enter Sell Price and Income Account. For Buy or Buy and Sell, enter Purchase Price and Cost Account. The extra Description boxes are optional.
  8. For goods: tick Delivery if you will ship it. If Inventory is on, tick Track Inventory when you want quantities. Optional: Description & Images for a long description and pictures.
  9. Click Add. Open Edit Item if you need Use serial numbers, Reorder Level, Preferred Vendor, or (manufactured) the Materials tab. Tick Create Item categories and products on Configuration Tasks when you have what you need.

What happens next

Add a customer if you have not, then create a quote or an invoice.

If you buy the item: Add a vendor, then a purchase order.

If you ticked Track Inventory: Add a warehouse, then finish bins and serials on Product List.

If something looks wrong

  • Please select Category to show the items list. Click a category on the left, then Add Item.
  • There are no categories. Add a category first — you cannot add an item into an empty list.
  • Custom products cannot be added to this category. Pick one of your own categories, not a platform folder.
  • Add will not save. Required fields have a red asterisk. Sell Type hides sell or buy fields — fill the ones that stay visible.
  • Track Inventory is missing. The Inventory module is off, or Type is Service.
  • You cannot change Track Inventory later. You already have transactions for that item. Use a new item if you must switch.