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How do I build my product catalogue and track stock?

Shop › New product5 min read
The short answer

Create products, price them with a cost, use variations for sizes, and decide which items the software counts down.

On this page

Create a product#

Path: Shop › New product (top right).

Only the name is required, everything else can wait. You can add a photo, which is shrunk before it is saved, so a phone photo is fine. A product with no photo takes the colour of its category instead, which is the fastest way to make a catalogue readable without photographing everything.

Barcode / reference is optional. Whatever a barcode scanner types into the search field of the Till finds the product.

Create a product

Look at a product, then edit it#

Path: Shop › Products › a product.

Tapping a product opens its sheet, which is for reading: the price, the cost, the margin, the stock, how many were sold in the last 7 days and the date of the last sale. Edit, at the bottom, opens the form. The “…” menu of the sheet, and the one on each row, hold Sell, Restock and Delete (the row menu also has Edit).

The catalogue is a list. Once you have 20 products, a List and Grid switch appears.

Price, cost and margin#

Price is what the customer pays. Cost is what you paid your supplier for one unit. When both are filled, the drawer shows the margin in money and in percent, right under the two fields.

Cost is optional, but the shop figures need it. Leave it empty and the margin of that product shows a dash, Gross margin in Reports is worked out only on the sales that carry a cost, Net profit stays unavailable until every product has one, and the stock of that product is left out of Inventory at cost. The Shop page counts the missing costs for you.
Categories and their look

Path: Shop › New product › Category. Pick a category from the list, or choose New category…, type a name and press Add. The new category is created and selected in one go.

The icon or imported image and the colour of a category are set once for the whole category, in Settings › Shop › Categories, never from a product: under a selected category the product form says so and links there. That look is what shows on every product of that category that has no photo of its own.

Changing the look of a category changes every product of that category at once. In Settings › Shop › Categories, open the category, change Icon & colour and press Save: nothing is written before Save, and Cancel leaves everything as it was.
Variations for sizes and colours

Use variations when the same item comes in several sizes or colours. Each variation has its own name, its own stock, and optionally its own price. Leave the price of a variation blank and it sells at the product price.

Variations have no cost field. They are valued at the cost of the parent product.

A variation you just added starts at zero units, and there is no unlimited option for a variation. Add sizes S, M and L without typing quantities and all three show as unavailable at the till. Enter the quantities before you save.
Track stock, or sell without counting

For a product without variations, a Track stock box decides everything. Unticked, the product is unlimited: it never runs out, never shows a stock badge, and never appears in the low stock alert. That is the right choice for things you do not want to count, like water bought by the crate.

Ticked, you type how many units you hold. Every sale takes units off, every restock puts them back.

As soon as a product has variations, the Track stock box disappears and stock is held per variation only. The stock of the product is the sum of its variations, so a product whose sizes are all at zero shows as out of stock.
Out of stock, and the low stock warning

Products carry a stock badge: green in stock, amber low stock, red out of stock. Unlimited products carry no badge. In the Till, an out of stock product is dimmed and cannot be tapped.

On the Products tab, a Low stock card lists every product and variation at or below your low stock threshold, set in Settings › Shop (Low-stock alert, 3 by default). Tapping one opens its form so you can correct the quantity on the spot, and Show them filters the list to those products.

Setting the low stock threshold to 0 switches the alert off everywhere, the amber badges included. A single product can have its own threshold in the Low-stock alert field of its form; 0 there means follow the shop setting.
Take a product off sale, or delete it

Untick Available for sale to stop selling an item without losing it. It stays in your catalogue view but drops out of the sale screen.

To remove it for good, use the three dots menu on the product card and choose Delete. A deleted product goes to the Trash, restorable for as long as your retention setting allows. Sales already recorded are never touched: deleting a product does not erase the revenue it made.

A product marked as not available still shows in the Shop catalogue, and its sheet says Not for sale. It is simply missing from the Till, which only lists available products.
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