Add products
You can add information about your products to OnBalance so that you can apply that information when you add sales.
Notes
- The product name cannot match a previously existing product; the name must be unique.
- Price and unit of measure are not required.
- You can manually add or change a price whenever you enter a new sale. Prices you enter while adding a new sale are a one-time override and do not change prices you have set up in the Products & Services screen.
- If you do not enter the initial quantity or the initial cost when you add the product in OnBalance, you can enter that information through an inventory adjustment.
- From the company setup menu,
choose Products & Services.
Note: The name of this screen varies according to what your company manages in OnBalance. If you manage only products, this screen name is Products; if you manage only services, the screen name is Services; and if you manage both, the screen name is Products & Services.
- Select New Product.
- In the New Product / Service dialog, click Product.
-
Enter the required information.
- Click Save.
The availability of some or all of these features depends on your version of OnBalance.