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Add Products

Learn how to add your inventory / stock levels of products.

Updated over a month ago

Now you've erased your demo data and added company information, you can get started on adding your inventory into ERP Go.

Add a product

Head to products and click Add Product to begin.

You'll see the 'Add product' screen.

Key details

  • Name
    The name of the product. This will appear throughout the system: on paperwork, on reports, and in the main products list.

  • Code
    This is the unique code that applies to the product. 'ENDFEED90' would be a typical code for a 'End Feed 90° Equal Elbow 90mm' product for example.

  • Product Group
    The product group the product belongs to. A 'End Feed 90° Equal Elbow 90mm' product belongs in the 'Pipe fittings' product group for example. Click the blue 'Product Group' text here to create a new group.

  • Allowed Stock Type
    Sell this product is standard setting

  • Stock Method

    What type of stock do you hold for this product?

    • Bulk

      For simple stock tracking, choose bulk. You can enter a bulk stock level and ERP Go will keep track of how many you have available. For example, you have 100 x Cutting Discs.

    • Serialised

      For more advanced item tracking, choose serialised. You can add a list of unique stock items that you sell to the system and ERP Go will keep track of how many you have available. For example, you have 5 x Wireless Programmable Thermostats with unique stock item codes.

    • Non Stock

      For no stock tracking whatsoever, choose non stock. You don’t need to add a stock level and ERP Go doesn’t do any stock tracking. Perfect for consumable items, packages or service charges, such as delivery.

For a full list of criteria when creating a product, check out our guide: How to Create a Product

Want to upload your products via a spreadsheet?

For larger product inventories, you might want to import products using a spreadsheet.

If you do feel this would be a more appropriate option for you, check out our guide: Importing and Exporting Data


Next Steps

Now that you have your product headings added, you can start adding in stock items, which are the specific item quantities you hold for each product. Click the link below to get started.

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