# Products Module This comprehensive manual explains how to manage products within the application, including viewing existing products, adding new ones, and exporting product data. # Products List Page ### Overview of Products List Page The Products page serves as your central hub for managing all product records. It provides filtering, search, and action options. **Top Filters and Search:** - **Product Category dropdown:** Filter products by their assigned category. - **Product Sub Category dropdown:** Filter products by their assigned sub-category. - **Unit Type dropdown:** Filter products by their unit of measurement. - **Search bar:** Type text into this field to search for products by name, SKU, or other details. - **Filters button:** Clicking this button might reveal more advanced filtering options. **Action Buttons:** - **Add Products:** - **Purpose:** To manually add a new product to the system. - **How to Use:** Click the green "+ Add Products" button. This will open the "Add Products" form. - **Export:** - **Purpose:** To export existing product data from the system into a file (e.g., CSV, Excel). - **How to Use:** Click the "Export" button. This will usually trigger a file download. **Product List Table:** This table displays a summary of your product records. - **Product Image:** Displays a thumbnail image of the product. - **Products:** The name of the product. - **Price (inclusive of all taxes):** The selling price of the product, including any applicable taxes. - **Client can purchase:** Indicates whether clients are able to purchase this product directly (e.g., through a client portal). - **Action:** This column provides options for managing individual product records: - **Edit:** Likely an "Edit" button or icon to modify an existing product's details. - **Delete:** A "Delete" button or icon to remove a product record from the system. This usually prompts for confirmation. - **Current Status:** "No data available in table" indicates that no product records have been added yet. **Table Navigation:** - **Show X entries:** A dropdown to select how many entries are displayed per page (e.g., "Show 100 entries"). - **Showing X to Y of Z entries:** Indicates the current range of entries being displayed out of the total number of entries. - **Previous / Next buttons:** Used to navigate through multiple pages of products if there are more entries than displayed on a single page. # Add Products Form User Manual This section explains how to add a new product to the system. This form appears when you click the "+ Add Products" button. #### Overview of "Add Products" Form Fields Fields marked with a red asterisk (\*) are mandatory. **Product Details Section:** **1. Name**\* - **Purpose:** The name of the product (e.g., "Web Hosting", "Laptop", "Mobile App Development"). - **Example:** `e.g. Web Hosting, Laptop, Notebook, Mobile App etc.` - **How to Fill:** Type the full name of the product. **2. Price**\* - **Purpose:** The selling price of the product. - **Current Setting (Example):** `0` - **How to Fill:** Enter the numerical price of the product. **3. Product Category** - **Purpose:** To assign the product to a specific category for organization and filtering. - **How to Select:** Click the dropdown and select a category. There's an "Add" button, implying you can add new categories from here. **4. Product Sub Category** - **Purpose:** To further classify the product within a chosen category. - **How to Select:** Click the dropdown and select a sub-category. There's an "Add" button, implying you can add new sub-categories from here. **5. Tax** - **Purpose:** To apply a sales tax to the product. - **Current Setting (Example):** `Nothing selected` - **How to Select:** Click the dropdown and select the applicable tax. There's an "Add" button, implying you can add new taxes from here (as configured in Tax Settings). **6. Hsn/Sec** - **Purpose:** To enter the HSN (Harmonized System of Nomenclature) or SAC (Services Accounting Code) for the product (relevant for certain tax jurisdictions). - **Example:** `e.g. 995431` - **How to Fill:** Type the HSN/SAC code. **7. Unit Type** - **Purpose:** To define the unit of measurement for the product (e.g., "Pcs" for Pieces, "Hrs" for Hours, "Galon"). - **Current Setting (Example):** `Pcs` - **How to Select:** Click the dropdown and select the appropriate unit type. **8. Client can purchase** - **Purpose:** If checked, this product will be available for clients to purchase directly, possibly through a client portal or online store. - **How to Use:** Check or uncheck the box. **9. Downloadable?** - **Purpose:** If checked, this indicates the product is a digital good that can be downloaded (e.g., software, e-book). - **How to Use:** Check or uncheck the box. **10. SKU** - **Purpose:** The Stock Keeping Unit, a unique identifier for the product often used for inventory management. - **How to Fill:** Type the product's SKU here. **11. Description** - **Purpose:** A detailed description of the product. - **How to Fill:** Type the product description into this multi-line text field. **12. Add File** - **Purpose:** To attach files related to the product (e.g., images, spec sheets, user manuals). - **How to Upload:** Click "Choose a file" or drag and drop files into the designated area. **13. Galon (Unit-Specific Field - Example)** - **Purpose:** This field "Galon" appears to be a dynamic field that populates based on the "Unit Type" selected. If "Galon" is selected as the Unit Type, this field might become relevant for quantity specification for this unit. - **Current Setting (Example):** `Galon` - **How to Fill:** Enter the relevant information for the chosen unit type. ### Actions on the "Add Products" Form - **Save:** Click the green "Save" button to create the new product record with the entered details. - **Save & Add More:** Click this button to save the current product record and immediately open a fresh "Add Products" form to add another product. - **Cancel:** Click the "Cancel" button to close the form without saving the new product.