Create Products

Step 1 - Open Create Product Form from the Menu

When you hover over Products in the navigation menu, you will see a '+ New' button. Click on it to open the create product form. 

Step 2 - Fill the new Product fields

Only Name and SKU are mandatory. Save the form to create the product.

Note: Creating a product in Sumtracker will not create it on your online channels like Shopify or eBay. However, if you create a product on Shopify or eBay, it will be automatically created in Sumtracker within a few seconds.

All other fields are optional. All fields in the product form are explained below this section.

After saving the form, the product gets created. You can open the Product List to see the product you just created.

Product fields explained

Name

Name should be descriptive and unique.

SKU

Also called stock keeping unit, should be unique.

Print Name

The name which is printed on documents. This is what you want your customer or vendor to see.

UOM

Also called unit of measure. Can be values like kg, m, pcs. The stock quantity is in this UOM.

Inventory Tracking

Can either be TRACKED or NOT TRACKED.

If the tracking type is not tracked no stock will be tracked. Its inventory will not be updated on your online store.

If the tracking type is tracked, stock will be tracked and its stock levels can be seen in reports.

Category

To categorise products

Tax

This is the product's default tax rate that will be picked while creating purchase orders.

Purchase rate

The default purchase rate that will be auto-filled while creating purchase orders. It can be edited while making the POs as well.

Import using excel sheet to update and create products

  1. Download the import template

    To import products first download the import template. Go to the products table from the left side menu. Then click on the left arrow on the import button to download the template.

  2. Fill up all your products data in the excel template.

  3. Import the excel sheet with data. If there are any errors in the sheet, an error sheet will download.

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