Add Products in Finty: Simplify Invoicing in 3 Easy Steps
Managing your inventory effectively is the key to running a smooth business. With Finty, registering your inventory is simple, quick, and hassle-free. Add products in Finty and you can manage your stock efficiently and add items seamlessly to your customers' invoices.
In this article, we’ll guide you step-by-step on how to add and categorize products in Finty for quick invoicing, ensuring your workflow is streamlined for maximum efficiency.
Before adding products, learn how to manage your customer list. Check out our guide on Add Customers in Finty: 3 Easy Steps for Better Workflow.
Table of Contents
Why Add Products in Finty?
When you start using Finty, one of the most important steps is to add products in Finty and organize your inventory right from the beginning. This not only sets the foundation for accurate invoicing but also helps streamline your daily operations. By taking the time to add and categorize your products properly, you’ll be able to:
Quickly access products when issuing sales or purchase invoices.
Keep a close eye on inventory levels to avoid running out of stock.
Group products by categories and subcategories for better organization and faster processing.
In short, when you add products in Finty the right way, it leads to smoother workflows, faster billing, and better stock control. Let’s walk through how to do it in just three simple steps.
How to Add Products in Finty for Quick Invoicing
The first step toward faster, more efficient invoicing is to add products in Finty. Whether you're selling parts, accessories, or services, organizing your inventory properly ensures you can find items instantly when creating invoices. When you add products in Finty with details like categories, pricing, and tax settings, you streamline your workflow, reduce manual entry, and avoid costly mistakes. Here’s how to add and categorize products in Finty so you can generate accurate invoices in seconds.
Step 1: Navigate to the Product Section
To start adding your products in Finty:
- Go to the “Warehouse and Goods” menu.
- Open the “Product” service.
- Click on the “New” button to add a new product.
Important Note: This section is for listing and displaying items in your inventory. You cannot directly make purchases or sales here. The goal is to keep an organized list of all your inventory items that you can access when issuing invoices.
Step 2: Organize Your Products with Categories
In Finty, all products need to be organized under categories and subcategories. This structure helps you quickly find and manage your inventory.
Examples of Categories and Subcategories:
- Category: “Mobile Phones”
- Subcategories: Samsung, Apple, Xiaomi
- Category: “Laptop Parts”
- Subcategories: RAM, Hard Drives, ICs
How to Add Categories and Subcategories:
- Go to the “Settings” menu.
- Open the “Category” service.
- Click on the “New” button to create a category.
- To add a subcategory, click the “+” icon next to the created category.
Pro Tip: Use the Shortcut
You can also use the “+” icons above the category and subcategory sections as a shortcut. This allows you to add categories and subcategories without navigating to the settings menu.
Start by creating the category, then add the relevant subcategories directly from this shortcut.
Step 3: Add Product Details
Once your categories are ready, you can move on to adding product details. Here’s what you’ll need to fill out:
- Product Name: Enter the product name (e.g., "iPhone 8").
- Initial Stock: Add the number of units currently available in your inventory. If you don’t have stock but plan to purchase it later, record the item by entering 0 in the 'Initial Stock' section.
- Initial Purchase Price: Enter the price you paid for each unit.
- Selling Price: Set the selling price. (You can adjust this price while creating invoices, but the purchase price remains fixed.)
- Product Code: Add the unique code labeled on the product.
- Description: Include any additional details about the product if necessary.
Once your inventory is ready, issue professional repair tickets to build trust. Learn more in our article on Boost Customer Trust with Professional Repair Tickets.
Final Note: Mandatory Fields
Fields marked with red lines are mandatory. If left blank, the “Save” button will remain inactive. Ensure you complete all required fields.
Benefits of Adding and Categorizing Products in Finty
Properly adding and organizing your products in Finty is more than just a setup task—it’s the foundation for faster invoicing, efficient inventory management, and better business insights. Whether you run a repair shop, retail store, or service-based business, product categorization streamlines operations and ensures accuracy every step of the way.
Save Time: With all your products pre-listed and categorized, you can locate items instantly during invoicing, cutting down time at checkout or while issuing service invoices.
Boost Efficiency: A well-organized inventory leads to smoother workflows. Your team can quickly find what they need without second-guessing or manually searching.
Better Tracking: Categories help you monitor stock levels more effectively. You’ll know what’s in stock, what’s low, and when it’s time to reorder—preventing stockouts and overstocking.
Start Adding Products in Finty Today
Setting up your product list in Finty is simple—and once it’s done, it pays off in saved time and fewer errors across all your transactions. By following our step-by-step process, you’ll have a clean, categorized inventory that supports accurate invoicing and seamless stock control.
Whether you’re just starting or migrating from another system, this setup helps ensure your invoicing, purchasing, and reporting processes are aligned from day one. Ready to get started?
If you have questions or need help along the way, reach out to our support team—or check out our Finty YouTube Channel for easy-to-follow tutorials and real-world examples.