Just like services, having all products properly configured in the system ensures efficient inventory management across locations. It also helps ensure that all users stay up to date with product availability and pricing.
Creating Product Items
Products are part of the Inventory section in FieldInsight. To access this, go to the Left Menu, click Inventory, then select Products from the dropdown list.
This page allows you to view and manage all product items. To create a new product, click + Add Item.
A pop-up window will appear with all the available fields for setting up the product. While only the Item Code is required, we recommend filling in the following fields for better accuracy and organisation:
Recommended Fields
Item Code – The product name shown throughout the system.
Category – The product category this item belongs to. Use categories to group products for better organisation. If categories haven’t been configured yet, refer to this help document.
Description – A short description of the product.
Supplier – Select the supplier providing the product.
Purchase Price – The cost your business pays to the supplier.
Markup Percentage – Determines the sales price. For example, a 50% markup on a $1,000 cost results in a $1,500 sales price.
Minimum Order – The minimum quantity required when ordering this product.
Image – Add a visual of the product so users can quickly identify it.
After completing the relevant fields, click Save to return to the Products page or Save and add another to continue adding more items.
Once created, products appear in the list and can be filtered using the filters at the top of the page. To update a product, simply click on its name in the Code column.
