The Product business module serves as the directory of all product-related information and where you can easily configure and manage your products and services records.
Deskera App allows you to manage your products and services effectively to facilitate the seamless purchase and sales processes that require up-to-date product information.
On your organization's dashboard screen, tap on the Product icon under the Business Modules section.
If it's your first time here, you will be prompted to add a new product or service.
Desk App allows you to define the item type to be of a product (tangible) or service type (intangible).
Fig 1: Show screen without products/services Fig 2: Show with products/services
Otherwise, you will be able to view a list of all your organization's existing products and services.
Tap on the plus icon to create a new product/service.
Fig 3: Create a New Product / Service Fig 4: Upload Product Image (a)
Start by uploading a Product image with the recommended image specifications.
Enter the name of your product/service, along with a description as required.
Fig 5: Upload Product Image (b) Fig 6: Product Name and Description.
You can tag your product to a category for a natural product search later.
Fig 7: Add Category
Fig 8: Add Category
You can indicate the initial selling price for the product/service as the price will automatically populate in the sales transaction forms. You can also edit the price in the forms if and when required.
Fig 9: Selling Price Fig 10: Unique Identifier(iOS cannot enter random string, check android).
It is essential to have a unique identifier to identify your product/service. The unique identifier is auto-generated if you wish to change it, tap in the field, and type.
If you have an initial Purchase Price to be included for the product/service, you may tap and enter the value. This price will be populated in the purchase transaction forms, whereby you can further amend the product's price accordingly.
Fig 11: Purchase Price Fig 12: Service-Inventory
Use the appropriate toggle setting to select between Service (no stock tracking required) or Inventory (stock tracking required), where you can identify whether your item is a product or Service.
If you select Service, your product will be listed as a service; hence no stock tracking is required.
Fig 13: Show when Service is selected Fig 14: Opening Quantity & Inventory Valuation.
If you choose Inventory, your product will require stock tracking. Enter the Opening Quantity and Inventory Valuation values accordingly.
Deskera App allows you to scan the barcode / QR code of your product/service to capture the barcodes tagged to your physical products successfully.
Fig 15: Scan Barcode screens Fig 16: Pick the Tax rate
You can also tap on the Tax field to pick a tax value to be applied for your product/Service during purchase/sales transactions. The tax values follow the Singapore Government's GST statutory regulations.
Once all required fields are completed, tap on Create Product. You will be able to find your newly added Product / Service on the products/services' main screen.
Fig 17: Products / Services Main Screen
In the next article: Learn How can I Barcode Scan to my products?