Products & Services

Product fields explained

Reference guide to every field in the product form and what each one controls.

Jul 11, 2026

When creating or editing a product, you'll encounter several fields. This table explains what each field does and when you need to fill it in.

FieldRequiredWhat it does
CodeYesA unique identifier for the product (e.g., SKU or internal reference). Cannot be changed after creation. Use a format your team will recognize.
NameYesThe display name of the product. This appears on invoices, orders, and inventory reports.
Product TypeYesChoose Inventory Product, Service, or Group Product. Determines how stock, warehouse, and components are handled. Cannot be changed after creation.
DescriptionNoOptional notes about the product — what it's for, when to use it, or any special handling instructions.
Unit CostNoThe price you pay suppliers for one unit. Used to calculate cost of goods sold (COGS) and profit. Can be overridden on individual documents.
Sale PriceNoThe default price you charge customers for one unit. Can be overridden per customer or per document.
CurrencyNoThe currency in which the cost and sale price are quoted. Defaults to your system's default currency.
Unit of MeasurementYes (if inventory)The unit you use to quantify this product (e.g., "Piece", "Kilogram", "Meter", "Liter"). Must be set up in Settings before you use it.
Inventory TrackingYes (if inventory)Choose Yes to enable warehouse and stock-level tracking; choose No for reference products. Only applies to inventory products.
Default WarehouseYes (if tracking)The warehouse where this product's stock is typically stored. Only required if Inventory Tracking is Yes.
Product ImageNoA photo of the product for visual identification. Displayed on product cards and can help during sales transactions.

Was this helpful?

More like this