Documentation

Products, raw materials and stock

Everything else depends on this master. Take an hour to get it right and the rest of the system gets easier.

Last updated: 4 November 2026

Add an item

  1. Open Product & Raw Master from the menu.
  2. Click Add Product and pick the item type: finished good, raw material or packing material.
  3. Enter the name, the unit (kg, g, litre, box, and so on), the opening stock and the reorder level.
  4. Add a selling price for finished goods and GST percentage where you invoice with GST.
  5. Save.

Short on time? Raw materials and parties can also be added from the order and purchase screens when you need them, using the quick-add buttons.

Why the unit matters

Stock is counted in the unit you pick. Recipes can use compatible units: a recipe in grams will draw correctly from stock held in kilograms. Units of different kinds (a litre against a kilogram) do not convert, so keep one family per item.

Recipes (BOM) for finished goods

For a finished good, add its ingredients and the quantity of each per unit made. This is the recipe production will check against stock. Details are in Production and BOM.

Reorder levels and low-stock alerts

Set the level at which you want to be warned. When stock reaches it, the item appears under Low-Stock Alerts, and the people in purchase, warehouse and production are notified. Use the one-click option on the alert to send a requisition to Purchase.

QR codes

  • Print a sticker from a purchase order when you receive material.
  • Use Scan QR in the top bar, or Smart QR (+ / -) on the product master, to open an item by its sticker.
  • From a scan you can add stock or consume it.
Tip: Phone browsers ask for camera permission the first time you scan. Allow it, or the scan button cannot see the code.

Correcting stock

If the shelf and the system disagree, open the item with the edit button and set the correct stock figure. Or scan its QR with Smart QR (+ / -) and add or remove the difference.

Photos and custom fields

To show product photos on screens, switch on the product images option in Workspace Modules, then upload a picture on the item. For extra fields, open Universal Custom Fields Builder in settings.

Things people get wrong

  • Typing stock again after a purchase order is delivered. Delivery already adds it.
  • Setting reorder level to zero, which means no alert ever.
  • Making two items for one thing (for example 'Citric acid' and 'Citric Acid 25kg'). Pick one name.