Product

Use Self-Service → Product to create and maintain reusable product or service records.

Add a product

1. Select Add Product.
2. Enter the item code and description.
3. Select the classification, category, and unit of measurement.
4. Enter the default quantity and unit price where applicable.
5. Configure discount, tax type, tax rate, tax-exemption reason, and additional-charge rate where applicable.
6. Add an alternate description if required.
7. Select Create.

Maintain a product

Search for the product and open it from the result list. Update the permitted information and select Apply Changes. Use Delete only when the record is no longer required and is not needed for ongoing business records.

Product presets help with data entry, but every transaction line must still be reviewed before upload.

Understand product fields

• Item Code: The merchant's reusable identifier for the product or service.
• Description / Alt Description: The descriptions copied into a document line.
• Classification: The e-Invoice classification selected for the item.
• Category: The merchant-defined category.
• Default Quantity and UOM: Initial quantity and unit values used during entry.
• Unit Price and Discount: Default commercial values for the line.
• Tax Type, Tax Rate, and Tax Exemption Reason: Default tax treatment.
• Additional Charges Rate: The default percentage used for an applicable charge.

Defaults reduce repeated entry; they do not prevent the user from checking the resulting document line.

Find a product

Use the list filters or search to locate the item. Select Reset to clear the current search. Open the matching result rather than creating a duplicate item code.