Product & Service Module

What is Product & Service Module?

The Product & Service module provides comprehensive catalog management for both physical products and services. It enables businesses to maintain detailed product information, track inventory levels, manage categories, and control pricing across their entire product/service portfolio.

Key Features

Access Path

Company Dashboard → Product & Service → Product/Service List

Platform URL

Overview

The Product Catalog serves as the central repository for all products and services, allowing you to maintain detailed information about each item in your inventory.

Features

• Product Information: Name, description, SKU, and specifications
• Service Management: Create and manage service offerings
• Product Images: Upload and manage product photos
• Product Variants: Manage different sizes, colors, or configurations
• Bulk Import: Import products via CSV file
• Search & Filter: Quick product search and filtering

Creating a Product

1. Access: Product & Service → Products → Create Product
2. Basic Information:
   • Product/Service name
   • SKU (Stock Keeping Unit)
   • Description
   • Product type (Product or Service)
3. Pricing:
   • Sale price
   • Purchase price
   • Tax configuration
4. Inventory:
   • Initial stock quantity
   • Unit of measurement
   • Warehouse assignment
5. Category:
   • Select or create category
   • Assign product to category

Product Types

Overview

Inventory Tracking provides real-time visibility into stock levels, helping you maintain optimal inventory levels and avoid stockouts or overstock situations.

Features

• Real-time Stock Levels: Current inventory quantities
• Stock Movements: Track all inventory transactions
• Low Stock Alerts: Notifications when stock is low
• Stock History: Complete audit trail of stock changes
• Multi-warehouse Support: Track inventory across locations

Stock Information

Overview

Category Management allows you to organize products and services into logical groups, making it easier to manage and locate items in your catalog.

Features

• Hierarchical Categories: Create parent and sub-categories
• Category Types: Separate categories for products and services
• Category Images: Add visual identifiers to categories
• Bulk Assignment: Assign multiple products to categories

Creating a Category

1. Access: Product & Service → Categories → Create Category
2. Category Details:
   • Category name
   • Category type (Product or Service)
   • Parent category (if sub-category)
   • Description
3. Save: Save the category and assign products

Overview

Stock Management provides comprehensive tools for managing inventory across multiple warehouses and locations, ensuring accurate stock tracking and control.

Features

• Multi-warehouse Support: Manage stock across multiple locations
• Stock Transfers: Move stock between warehouses
• Stock Adjustments: Correct inventory discrepancies
• Stock Reports: Generate detailed inventory reports
• Unit Management: Define and manage measurement units

Stock Operations

Overview

Pricing Controls enable flexible pricing management, allowing you to set different prices for products and services, apply discounts, and manage pricing strategies.

Features

• Base Pricing: Set sale and purchase prices
• Price Lists: Create different price lists for customers
• Discount Management: Apply percentage or fixed discounts
• Bulk Pricing: Update prices for multiple products
• Price History: Track price changes over time

Overview

Tax Management allows you to configure tax rates and apply them to products and services, ensuring accurate tax calculations for sales and purchases.

Features

• Tax Configuration: Create and manage tax rates
• Tax Types: Support for various tax types (VAT, GST, Sales Tax)
• Product Tax Assignment: Assign taxes to products
• Tax Calculation: Automatic tax computation on transactions

Creating a Tax

1. Access: Product & Service → Taxes → Create Tax
2. Tax Details:
   • Tax name
   • Tax rate (percentage)
   • Tax type
3. Apply to Products: Assign tax to relevant products