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# How to Add a Product or Service in COUNT

Adding products and services in COUNT ensures your catalog is well-organized and easy to manage. Whether you're selling physical goods or offering services, this step-by-step guide will walk you through setting up items, assigning prices, and ensuring accurate tracking of inventory and sales.

## Step-by-Step Guide to Adding a Product or Service

1. **Navigate to Products & Services**
From the main dashboard, go to **Sell > Products & Services**.

2. **Click "Add a Product or Service"**
In the top-right corner of the screen, click the **Add a Product or Service** button to open the product/service entry form.


![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/product-1_n3z2gj.png =1300x242)

## Filling in Product or Service Details

**Enter Basic Information**  
Start by filling in the basic details for your product or service.

* \*\*Product / Service Name \*\*\*: Enter the name of the product or service.
* \*\*Pricing Method \*\*\*: Select whether the pricing will be based on a **Per Unit** or **Per Hour** basis.
* \*\*Currency \*\*\*: Choose the currency used for pricing.
* \*\*Status \*\*\*: Mark the product/service as **Active** or **Inactive** depending on whether it’s currently available for sale.

## Optional Configurations

Depending on whether you're adding a product or a service, you may want to enable additional features for accurate tracking and billing.

**Enable Additional Features**  
Checkmark one or more of the following features to provide more detail:

## 1. Sales Information

* **Sell Price (Per Unit or Hour)**: Enter the price at which you sell the product or service to customers.
* **Income Account**: Select the appropriate **Income Account** from the dropdown to categorize sales revenue.
* **Description**: Provide a description related to the sales of the product or service for internal use.
* **Default Taxes**: Select any relevant taxes that should automatically be applied when this product or service is invoiced.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/sales-info_13s5aye.png)


| Pro Tip: Accurate sales information ensures that revenue is correctly categorized and reflected in financial reports.

## 2. Purchase Information

* **Purchase Price (Per Unit or Hour)**: Specify how much it costs to acquire the product or service.
* **Expense Account**: Select the appropriate **Expense Account** category from the dropdown menu to categorize your purchasing costs.
* **Description**: Provide a brief description related to the purchase details for internal use.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/purch-info_1657obc.png)


| Pro Tip: Assigning the correct expense account helps with cost tracking and ensures accurate accounting.

## 3. Inventory Tracking

* **Inventory Tracking**: For physical products, enable this feature to track stock levels. Enter the initial **Stock Quantity** you currently have on hand.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/inventory-track_cavfr7.png)


| Pro Tip: Keeping inventory levels updated will allow COUNT to automatically adjust stock levels whenever you create estimates or invoices.

## 4. Time Entry Service

* **Time Entry Service**: If this is a service that’s billed based on hours worked, check this option. This feature will allow the service to be included in timesheets and billable hours.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/time-service_irb8j8.png)


| Pro Tip: Enable this feature for consulting services or other time-based activities to ensure you’re accurately tracking hours for billing.

## Additional Notes:

**Notes**  
Add any additional internal notes regarding the product or service. This section is for internal use only and won’t appear on customer-facing documents. Use it to track special instructions, details, or reminders about the product or service.

## Final Step

**Click Update**  
Once all the necessary information is filled out, click **Update** to save the product or service. Your new item will now appear in your **Products & Services** list, ready for use in invoices, estimates, and inventory tracking.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/add-notes_17p8clw.png)

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By following this guide, you can efficiently add products and services in COUNT, ensuring accurate pricing, inventory management, and financial tracking. Keeping your products and services up-to-date will help streamline your business processes and reporting.