How to set up categories, units and brands
Add a product category, a unit of measure and a brand, and see each one appear in its list.
In this video
- Add categories and sub-categories
- Add units such as pieces and boxes
- Add brands and use them in reports
Step by step
- Open Products, then Categories, and add a category, plus a sub-category if you need one.
- Open Units and add a unit such as Piece or Box.
- Open Brands and add a brand.
- Use them when you add or import products.
Why it matters
Categories, units and brands are how you find products and read reports. Sales by category shows which product groups make money, the unit tells everyone whether a price is per piece or per box, and brands let you compare suppliers. Set them up first and every product after that is filed correctly.
All Products and stock videos
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2:54
Lesson 1
How to add a product with opening stock
Create a product, set its unit, brand, category, VAT and prices, then add opening stock and confirm the quantity in the product list.
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2:07
Lesson 2
How to edit a product and change its price
Find a product in the product list, open it from the Actions menu, change its name, alert quantity and selling price, and confirm the change in the list.
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2:56
Lesson 3
Product variations: sizes and colours explained
Create a Size variation template, then a variable product that uses it, with a price for each size, and confirm it in the product list.
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2:13
Lesson 4
How to import products from Excel or CSV
Import several products at once from a spreadsheet: download the template, fill one row per product, upload the file and confirm the new products in the list.
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