How to add a product

INTENDED SEARCHES: add product, create product, edit product, product vendor, product image

Products are materials, items, or inventory-related records that can be used in estimates, purchasing, and vendor workflows.

Steps:

1. Open the Products area.

2. Select the option to create a new product.

3. Enter the product name.

4. Add specifications and notes if needed.

5. Select the business category or product category if available.

6. Upload a product image if useful.

7. Add vendor details if the product is purchased from a vendor.

8. Save the product.

Vendor fields you may see:

- Vendor.

- Vendor item number.

- Vendor price.

- Vendor quantity type.

- Quantity per item.

Before saving, check:

- Product name.

- Specifications.

- Category.

- Vendor item number.

- Vendor price.

- Quantity type and quantity per item.

- Image if needed.

Why this matters:

Correct product setup helps estimates, purchase orders, vendor comparison, job costing, reports, and purchasing. Bad product data creates wrong costs and weak reports.

Support note:

If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.