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How do I Manage Product and Services ?
How do I Manage Product and Services ?
Written by Joseph Godwin
Updated over a week ago

In hibooks, you can add product and services that you buy or sell regularly. This feature will help you prefill pricing, VAT rate and make it easier for you to add bills invoices and staff expenses. Learn how to create a product or service.

How do I Auto-Save Product and Services ?

From Product and Services you can auto-save new product and services to make them available in Invoices, Bills and Staff Expenses. If you activate those features, then you will be able to add a new product or service when you are creating a new invoice, bill or staff expense.

  • To access the page, select Accounting and then Product & Services from the side bar menu.

  • To activate the features, you need to click on Auto-save new product and services and then click to activate Invoices, Bills and Staff Expenses.

How do I add a Product and Service from a new Invoice, Bill or Staff Expense ?

All the aspects of your product or service have to be created on the Product and Services page before adding them to Invoices, Bills and Expenses.

Once you have activated the features, you can add a product or service while you are creating a new Invoice, Bill or Staff Expense.

  • To do this, click on Create New from the sidebar menu and choose an Invoice, Bill or Expense.

  • For the item, you need to enter a description, select an account, enter the unit cost and choose the correct VAT rate.

  • You will then find your new product or service in the Product & Services page when you have finished creating your new invoice, bill and expense.

How do I Edit Product and Services ?

In Product & Services, it's possible to edit the type of product or service from the grid.

  • On the grid, click on type from the product or service you want to change. You can choose to quickly modify to Service or Product Non-Stock.

  • If you want to edit to Product Stock, it's important to do this in the product or service individually and not from the grid.

  • To do this, click on the product or service you want edit. Click on Product and tick the Stock tickbox.

  • You need to also to fill in other details such as Track Inventory, the Initial quantity on hand with the date you enter the inventory in hibooks as well as the Reorder point.

  • To learn more about creating a product or service in hibooks, click here.

  • On the Edit Item page, you can modify any other feature of your item.

  • When finished editing your item, click on Save.

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