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How to Add a Product in Invent ERP?

Products are a core component of every ERP system, forming the basis of sales, purchase, inventory, and accounting operations. In Invent ERP, all key transactions depend on products, so adding them correctly is essential for accurate data and smooth workflows. Products link all major business processes — from sales and purchasing to inventory management and reporting. When defined properly, they ensure consistency across modules, improve data accuracy, and support better decision-making.

Step-by-Step Process

Step 1: Access the Products

From the Home Page, navigate to Products under any module

Step 1 - Access Products Page

or use Quick Links.

Step 1 - Add New Product

Step 2: Add a New Product

From the Products Page, Click Add and start adding a new product.

Step 2 - Fill Product Details

Step 3: Fill in the Product Details

Enter the required product information and click Create.

Step 3 - Fill Product Details

Notes & Tips

  • If you are adding a POS item, make sure you mark it as a POS Item and assign it under the POS Category.

Step 4 - Fill Product Details

  • If you want to track your item, in the Inventory section you can either track it by lots (for batch-based products) or track it by serial numbers (for individually tracked items).

Step 4 - Fill Product Details

Notes & Tips

  • If you are adding a POS item, make sure to mark it as a POS Item and assign it under the POS Category.
  • If you want to track your item, in the Inventory section you can either:
    • Track by lots (for batch-based products)
    • Track by serial numbers (for individually tracked items)

FAQ

Q: Can I edit product information after saving? Yes. You can edit or update any product details anytime from the Products page.

Q: What is the difference between a POS Item and a regular product? A POS Item is sold through the Point of Sale interface. Regular products are used in standard operations such as Quotations, Sales Orders, Invoices, and Vendor Bills.

Q: Can I add service items? Yes. When creating the product, select Service under the product type. Service items are not tracked in inventory but can be used in sales, purchase, and invoicing.

Q: Can I import multiple products at once? Yes. You can bulk import products using the Import option under Products.