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Prices, descriptions, suppliers and stock levels change, and keeping products current means accurate invoices and margins. This article shows you how to find and edit a product's details.
This guide explains how to edit or add new information to a product, helping you keep your product catalogue organised and up to date.
To bring up the details of the stock item or labour/job code you need to edit you can either;
- Type a portion of the Item Code, Description or Searchable Tag into the universal search bar at the top of the page then click on the Product to open it.
- Alternatively click on Products in the left hand side bar menu to access your complete Products list.
- Then type the beginning of the Item Code, Description or Searchable Tag in the filter field (A), clicking the Pencil icon or double clicking the Product to open it from the list.
- Enter any additional information or make changes to the existing information as required, our article on how to Add a Product explains every option in detail.
- Once completed click on the green Save button at the bottom of the card before leaving.
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- Use the product search bar to quickly locate the product you need by name or part number.
Frequently Asked Questions
Will this change affect existing invoices that already include this product?
No. Existing invoices and job cards retain the product details as they were at the time the invoice was created. This change only applies when the product is used on future invoices.
