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
Navigate to Products & Services
From the main dashboard, go to Contacts & Products > Products & Services.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.
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. 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.
Pro Tip: Enable this feature for consulting services or other time-based activities to ensure you’re accurately tracking hours for billing.
2. Inventory Tracking
Inventory Tracking: For physical products, enable this feature to track stock levels. Enter the initial Stock Quantity you currently have on hand.
Pro Tip: Keeping inventory levels updated will allow COUNT to automatically adjust stock levels whenever you create estimates or invoices.
3. 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.
Pro Tip: Assigning the correct expense account helps with cost tracking and ensures accurate accounting.
4. 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.
Pro Tip: Accurate sales information ensures that revenue is correctly categorized and reflected in financial reports.
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 Add
Once all the necessary information is filled out, click Add 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.
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.