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 should be descriptive and unique.
Also called stock keeping unit, should be unique.
The name which is printed on documents. This is what you want your customer or vendor to see.
Can either be RM (raw material) / FG (finished good) / PM (packing material)
Also called unit of measure. Can be values like kg, m, pcs. The stock quantity is in this UOM.
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.
To categorise products
This is the product's default tax rate that will be picked while creating purchase orders.
The default purchase rate that will be auto-filled while creating purchase orders. It can be edited while making the POs as well.
The package type to use when shipping products. Package types can be defined by going to settings page.
The weight of 1 unit of the product
Import using excel sheet to update and create products
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.
Fill up all your products data in the excel template.
- Import the excel sheet with data. If there are any errors in the sheet, an error sheet will download.