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📦 How to Add and Manage Products

Add new products to your list that feeds directly into your forms.

Add a Product

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  1. Navigate to Resources > Products.

  2. At the top of the page in the Tool Bar, select the Add button [+].

  3. In the side panel, enter the following:

    • Product Name

    • Select the Product Category

    • Select the Inventory State

  4. Select Create Product.

  5. Add additional info like product code or supplier (optional) and select Save.

 

Editing or Deleting a Product

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  • To Edit: Find the product in the list and select it. Update the fields in the side panel and select Save.

  • To Delete: Open the product details and select the Delete icon. Confirm to remove it from the product list.