To start, go to Revenue from the menu on the left and click on Products.
Once you’re on the product list, you can create a new one by clicking the button in the top-right corner. The Add Product page will open up, containing the necessary fields to be filled.
Fields Overview
Type: Choose from Product, Service, Discount etc.
Name: Enter the product or discount name. (Required)
Price: Enter the price and choose currency (e.g., USD)
Category: Select a product category for classification.
Assigned to: Choose the user or team responsible for managing this product.
Code: Optional internal SKU or reference code.
Taxable: Check Enable if the product is taxable.
Status: Set the product status: Active or Inactive.
Image: Upload an image of the product (optional).
Description: Add details about the product for reference.
Save: Click to add the product to your catalog.
Cancel: Click to discard the entry.