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.
Why Add Products in Finty?
When you sign up for Finty, the first step to getting started is to add and categorize the products in your inventory. This setup helps you:
- Quickly access products while creating invoices for customers.
- Track stock levels more effectively.
- Organize your inventory with categorized and subcategorized product lists for faster processing.
Let’s dive into how to add and categorize products in Finty in just three steps.
How to Add and Categorize Products in Finty for Quick Invoicing
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
- Save Time: Access products quickly during invoicing.
- Boost Efficiency: Organized inventory makes workflows smoother.
- Better Tracking: Categorized products ensure better stock management.
Start Adding Products in Finty Today
By following this step-by-step guide, you’ll have your inventory ready in no time. This will allow you to issue invoices faster, track stock levels with ease, and keep your business running smoothly.
Have questions? Need assistance? Contact our support team or visit the Finty YouTube Channel for detailed video tutorials.
