How to show a list of Products and Services
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Cause
Resolution

You can see a list of all your products and services from the Products and Services list. From here, you can:

  • Create, edit or delete a new product (stock or non-stock) or service
  • Create categories to group your products and services by clicking the arrow next to Create New
  • Click an item to edit or view related details
  • Import products and services
  • Search for a specific product or service by code or description

To filter the list

You can filter the list by Analysis TypeStatus (Active/Inactive), Type (Stock/Non-stock/Service), or Category. To do this:

  1. Click Filter.
  2. From the Status list, select All, Active, or Inactive.
  3. From the Type list, select either a product type or Services.
  4. From the Category list, select the required category.
  5. Click Close.

 NOTE: To return to the default list, click Filter and then click Reset Filters. 

To sort the list

You can sort the order the products and services appear. Click the column you want to sort by. For example, sort by Description or Ledger Account.

The actions toolbar

You can use the actions toolbar to print or export your product and service items. If you haven't entered any transactions for a product or service yet, you can delete it from here.

  1. Select the check box next to the required products or services.
     NOTE: To select all items, select the check box at the top-left corner of the grid. 
  2. Click the option that you want to use:
  • Print: The products and services list opens in a new window or tab. From your browser menu, choose to print or save the page.
  • Email: Enter the email address and any information you want to appear in the body of the email. Click Send.
  • CSV: Depending on your web browser, the CSV file downloads automatically to your Downloads folder or prompts you to save it to your computer.
  • PDF: The products and services list opens as a PDF in a new window or tab. From your browser menu, choose to print or save the page.
  • Delete: Use this to delete your product or service record.

 NOTE: Once you’ve added a product or service item to an invoice, you can’t delete it. If you’re no longer using the item, change the description to "Do not use." 

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