Products#

A product in the catalogue is called a Product Head. Each product head represents one type of item you buy or sell — for example, Steel Pipes. Different sizes, grades, or brands of that item live underneath as product codes.

Before you start#

• Decide on a name for each product head. The name should be clear enough that anyone in your firm recognises what it refers to.
• Have the HSN code and tax rate handy if you know them. They can be added later, but having them ready saves a second pass.

Add a product head#

1. Open Data Entry in the sidebar and click Products.
2. Click Add Product Head.
3. On the Details tab, fill in:
   • Product Head Name — for example, Steel Pipes.
   • Default Description — text that is pre-filled when this product appears on a quotation.
   • Default HSN Code — the HSN classification code, for example 7304.
   • Default Tax Rate — pick a rate from the list.
   • Tick HSN code is same for all product codes and Tax rate is same for all product codes if every variant shares the same values. Untick later if a variant differs.
4. On the Units & Makes tab, choose the Allowed Units and Allowed Makes that are valid for this item.
5. Save.

The product head appears in the list. You can now add the variants underneath as product codes — see Product codes.

Find a product#

Use the Search product categories… box at the top of the list to narrow the list of product heads by name.

Manage product codes#

Each row has an Update Product Code button (shown as View Product Code if you do not have edit permission) that opens the codes screen for that product head.

Edit, attach documents, or remove#

Depending on your permissions, each row also shows Edit, Documents, and Delete buttons. Documents opens the attachments screen for that product head. Delete first checks whether the product head has any product codes — if it does, you are asked to delete those codes first.

Manage units#

If you can edit product heads, the page header shows a Manage Units button that opens the unit list shared across the product catalogue.

Removing a make from a product head#

When you remove a Make from a head's Allowed Makes list and that make is still referenced elsewhere, the system surfaces a Make Removal Warning before saving. The modal lists every place the make is used — Enquiries, Sales Orders, Purchase Orders, RFQs, Stock Arrivals, and Stock Entries — under separate tabs, with View links so you can open each record and update it.

Once you have cleaned up the records that should change, return to the head and save again. If you choose to proceed without changing them, tick I understand and click Confirm Update — existing entries keep the old make, but new entries can no longer pick it for products under this head.

Common questions#

What is a "head" versus a "code"?#

The head is the broad item; the code is the specific variant. Steel Pipes is the head, and SP-50MM-A is a code.

Can a product head have just one code?#

Yes. Many firms keep things simple by adding one default code per product head.

What if I do not know the HSN code yet?#

Leave the field empty and fill it in later by editing the product head.