Creating a New Product

Learn how to create a new product that can be used across Teamleaf

Step-by-Step Guide

Equipment & Stock

Setup

Go to 'Catalogue'

To start, click 'Stock & Products' in the left sidebar, then click 'Catalogue' in the dropdown menu that then opens.

Click 'Add Product' in the top right

Next, click 'Add Product' in the top right of the Products page.

Add Title

You will then have a form open up. Give the product a name by filling in the 'Title' field.

(Optional) Add SKU

Next, if required, you can add a SKU.

Select Product Category

Next, use the Product Category dropdown menu to select a Category for this product.

(Optional) Add Tags

Next, if you wish, you can select tags for this product.

Select Assignment Method

Next, select an assignment method for your product, this can either be Equipment or Stock. Use Equipment for things that will be reused multiple times and come back from site with you (for example power tools & PPE). Stock should be used for items which you want to keep a lot of, and might be used up when on site (for example nails & screws).

(Optional) Add Unit Type

Next you can add a Unit Type, if required

Select Use Type

Next, you can select a Use Type - this can be single (for single-use items), multi (for reusable items), or part (for items which are used as a part in something else).

(Optional) Add a description

Next, you can add a description for this product. This isn't required but is useful for providing any additional information.

Enter Financial Information

Next, you can add Financial Information. First, you can add the Cost Per Unit (This will create a rate for the product that will be used to price the item on order forms), then you can add the Price Per Unit (This will create a rate for this product that is used to price the item on quotes).