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Products you sell or use on a job

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Updated
ByThe Wax Stak Team

By the end of this article you will have your consumables on the Inventory page with a cost, a price where you sell them, and a count you can keep current.

A product is something you use up or hand over — sealant, air freshener, a bottle of interior cleaner you sell at the door. Tools and equipment you keep are gear, not products; see Gear: the tools your team carries.

Add a product

  1. Open Catalog → Inventory and click Add Item.
  2. Type the Name, in Spanish too if your team or customers read it (Show Spanish, or Auto-translate). Add a Description if the name is ambiguous.
  3. Enter a SKU if you use codes — the field says Optional inventory code, and search finds it.
  4. Pick a Category and any Tags.
  5. Enter the Quantity you have and its Unit (bottles, oz, ml — whatever you count in).
  6. Enter the Cost — what you pay per unit. The helper says Purchase cost. Leave blank if unknown.; a blank cost makes any margin that includes the product read as unknown rather than as zero.
  7. Enter the Price if you sell the product to customers. Leave it at zero for something you only use.
  8. Leave Taxable on unless the product is exempt. Every new invoice line for it starts from this and can still be changed per line.
  9. Click Create Product.

Where a product goes

  • On an invoice. When you edit an invoice on the web, the line picker offers your products alongside your services, at the Price — or the Cost, when there is no price.
  • In a package. Add product on a package puts it in with the services; see Build a package from services.
  • As a service requirement. A service can list the products it uses per job or per vehicle; pick them with Select from Products on the service.

The job and quote forms pick services only; a product reaches a job through a package or the invoice.

Keep the count current

Quantity is the number you type; the app does not count it down when a job is done or a line is invoiced. Update it when you restock or take stock. The Qty column on the list is where you read it.

Good to know

  • Search matches the name, description, SKU and category. The list opens as a table; the grid button switches to cards. Show inactive reveals retired products.
  • Deleting a product removes it from the catalog and from inventory; retiring it keeps it. See Retire a catalog item without breaking past jobs.
  • Who can do this: owners, admins and managers edit inventory; technicians, accounting and viewers see it read-only.

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