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Add a Product or Expense

Overview:

This article will walk you through the process of adding a new Sales List item (product or expense).

Once added the Sales List item will then be selectable when adding a product / expense to a customer ticket.

To add a new product / expense follow the steps below:

Adding a Product / Expense
prod_2.jpg
1. Click Add Product or Add Expense
add_product.jpg

2. Enter the product / expense details:

  • Description: Enter the product / expense description e.g. Refurbished Laptop
  • Enter the Category: Begin typing and select from the dropdown e.g. Hardware
  • SKU: Enter the unique Stock Keeping Unit for the product / expense
  • Amount: enter the charge price of the product / expense e.g. 250.00 
3. Click Add
The product / expense is added.
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