How to Add a New Product/Service & Auto Create a Product (New Vers.)

Modified on Wed, 23 Apr at 1:10 PM

How to Add a New Product/Service & Auto Create a Product (New Vers.)

Learn how to add a new product or service manually, or enable automatic product creation directly from your invoices.



Add a new product

1. To choose whether a product code tracks stock or not, click on Settings

To choose whether a product code tracks stock or not, click on Settings



2. Click on Product

Click on Product



3. Click on Product Settings

Click on Product Settings



4. Enable 'Allow stock control'

Enable 'Allow stock control'



5. Check 'Set inventory tracking for each product'

Check 'Set inventory tracking for each product'



6. Click on Products/Services and select 'Products/Services'

Click on Products/Services



7. Click on Add New

Click on Add New



8. Choose the product type to add

(To know more about creating products/services, please refer to How to create a Normal Product/Services in Biztory?, How to Create a Bundle Product, How to create Subscriptions for your customers, How to Create a Serial Number Product)

Choose the product type to add



Auto create a product

9. Click on Settings

Click on Settings



10. Click on Sales

Click on Sales



11. Click on Preference

Click on Preference



12. Check 'Auto-create product if it does not exist'

Check 'Auto-create product if it does not exist'



13. To enable this on purchases, click on Purchases

To enable this on purchases, click on Purchases



14. Click on Preference

Click on Preference



15. Enable 'Auto-create product if it does not exist'

Enable 'Auto-create product if it does not exist'



16. Click on Sales Invoices

Click on Sales Invoices



17. Add a new Sales Invoice

Add a new Sales Invoice



18. Enter the product details in the fields

Enter the product details in the fields



19. Fill in the invoice details

Fill in the invoice details



20. Click on Save

Click on Save



21. To view the created product, click on Products/Services and select 'Products/Services'

To view the created product, click on Products/Services and select Products/Services



22. The product has been automatically created from the invoice.



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