Products and Services

To start selling, you need to add your products and services first. Cashflow allows you to add products, services, and create packages. In the Products and Services section, you can manage three types of items depending on your business needs:

1. Products: These are all the inventory items that your company sells. Each product has its own detailed information such as name, category, price, SKU, and inventory quantity. This is perfect for businesses that sell physical items, such as a clothing store or a hardware store.
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2. Services: If your company provides services instead of physical items, such as consulting or repairs, you can add these under the services category. Here, you can specify details like the service name, category, and price. Also, if you sell non-inventory items, you can register them as services.
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3. Bundles: Bundles are a combination of various products or services sold together as a single item. This is useful if you offer combos or special deals. For example, if you sell cleaning products, you can have a "Home Cleaning Kit" that includes several related products. Or, if you sell equipment that requires installation, you can have an "Air Conditioning with Installation" package.

1. Adding a Product

To add a product to your inventory:

1. Go to the main menu, select Masters, and then click on Products and Services.
2. In the list of Products and Services, click the (+) button.
3. From the contextual menu, choose Add Inventory Item.
4. Define the name, category, and description of the product.
5. Specify whether the product is for purchase and sale, and provide its tax information.
6. If the item will have an individual commission, define the percentage of commission for the sale of this item.
7. Set whether it's active and available for transactions.
8. In the Inventory Item section, specify the product type, unit of measure, SKU, prices, costs, and the quantity of units in stock.
9. In the Units of Measure (UoM) section, you can define if this product can be divided into smaller units.
10. In the Dimensions section, define the dimensions, volume, and weight of the product.
11. You can upload images of the product. These will be displayed both in the Point of Sale and in the sales modules if you configure the option to show images.
12. In the Accounting section, you can define the accounting accounts for each type of transaction.
13. Click Save to save the changes.

2. Adding a Service

Services are the activities your business offers that are not physical products. They can include things like consulting, repairs, maintenance, teaching, and much more. With the "Add Services" option in Cashflow, you can list all the services you provide, specify their prices, and provide a description of what they entail. This feature helps you better organize all the services you offer.

1. Go to the main menu, select Masters, and then click on Products and Services.
2. In the list of Products and Services, click the (+) button.
3. From the context menu, choose Add Service.
4. Define the name, type, SKU, unit, price, and description of the service.
5. Specify whether the service is for purchase and sale, and provide its tax information.
6. If the item will have an individual commission, define the percentage of commission for the sale of this item.
7. Set whether it's active and available for transactions.
8. In the Accounting section, you can define the accounting accounts for each type of transaction.
9. You can upload images of the service if is required.
10. Click Save to save the changes.

3. Adding a Bundle

Bundles are groups of products or services that you sell together. For example, if you have a beauty salon, a bundle could include a haircut and a manicure. With the "Add Bundles" option in Cashflow, you can provide all the details of the bundles you offer, including what's included and the price. This allows you to better organize and manage the bundles you offer in your business.

1. Go to the main menu, select Masters, and then click on Products and Services.
2. In the list of Products and Services, click the (+) button.
3. From the context menu, choose Add Bundle.
4. Define the name, SKU, and description of the bundle.
5. Specify its tax information.
6. If the item will have an individual commission, define the percentage of commission for the sale of this item.
7. Set whether it's active and available for transactions.
8. In the Items in Bundle section, select the items that are included in the bundle and define the final price and quantity to include.
9. In the Accounting section, you can define the ledger accounts for each type of transaction.
10. You can upload images of the bundle.
11. Click Save to save the changes.

4. Editing a Product, Service, or Bundle

If you have a product, service, or bundle that you need to change the price or description for, you can use the "Edit" option. This way, your list of products will always be up to date.

1. Go to the main menu, select Masters, and then click on Products and Services.
2. In the list of items, find the item you want to edit.
3. Click on the actions menu (three horizontal dots) next to the item you want to edit.
4. Click Edit.
5. Now you can change the information for the item. Click Save to save the changes.

5. Deleting a Product, Service, or Bundle

The software offers the option to delete a product that you no longer need. We advise you to be cautious when deleting products, as this action cannot be undone.

1. Go to the main menu, select Masters, and then click on Products and Services.
2. In the list of items, find the product you want to delete.
3. Click on the actions menu (three horizontal dots) next to the item you want to delete.
4. Click Delete.
5. You will be asked to confirm the deletion.

6. Importing Products and Services

If you have a large number of products to add, you can use the bulk import function to save time. This feature allows you to upload a list of products from a spreadsheet file instead of adding each product individually.

1. Go to the main menu, select Masters, and then click on Products and Services.
2. In the list of Products and Services, you can click on the plus (+) button and then select Import.
3. You can also do this via the "Import from Excel" option located below the list.
4. Once you are on the import screen, choose "Products and Services" as the Transaction Type and "Create" as the Action Type.
5. Click on Upload File, and in the window, click Browse to choose your import file from your computer. You can download an import template by clicking on the "Import Template" option.
6. Click Upload File and select the file from your device.
7. Once the file has been successfully uploaded, click Continue.
8. Now you'll need to match the fields. In the Match Fields window, for each field on the left, choose the corresponding column from your file in the dropdown menu.
9. When you've finished matching the fields, click Continue.
10. Your data will be imported into the spreadsheet window. Here, you can review and make any necessary adjustments.
11. When you've finished reviewing your data, click Save and Upload.
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Remember, it's always important to review the accuracy of the data after bulk import to ensure that all products have been imported correctly.

Tips & Best Practices

1. Make sure to provide all relevant information in each field to maintain a detailed and accurate inventory record.
2. Keep your item names and descriptions consistent to facilitate searching.
3. Use the image feature to add clear and precise images of your items. This can be helpful for sales staff and customers.
4. Regularly review and update your item information to reflect any changes in prices, costs, or stock levels.
   

Common Issues

If you encounter issues, here are some troubleshooting steps you can follow:

1. If you can't save product information, check that all required fields are filled out.
2. If the product image doesn't upload, verify that the image file is in a supported format (e.g., .jpg, .png) and that the file size doesn't exceed the maximum limit.
3. If changes made are not reflecting, try refreshing the page or closing and reopening Cashflow.

If you continue to face problems, don't hesitate to contact our support team for assistance.