Products - Managing Your Product List

Your product list is the foundation of inventory, invoicing, and point of sale in Tracksales. This guide covers how to view, search, edit, and manage your products from the Products page.

1. Viewing Your Products

From the main menu, go to Products to see all products in your organization. The table shows key information at a glance:

• Name & SKU: Product name and unique stock-keeping unit
• Category: The category the product belongs to
• Price: Selling price (and optionally cost)
• Quantity in stock: Current stock level
• Location: Where the product is held (if using multiple locations)

Use the search bar to find products by name or SKU. You can also filter by category, location, or other columns depending on your settings.

2. Adding New Products

To add a product:

1. Click Create product (or the equivalent button on the Products page)
2. Enter the product name and, if used, SKU
3. Select a category to keep your catalog organized
4. Set the cost price and selling price
5. Set the initial quantity in stock and unit of measure, if you track inventory
6. Configure tax and other options as needed
7. Save the product

For more detail on fields, variants, and bulk import, see Adding Products.

3. Editing and Updating Products

To edit a product:

• Open the product from the list (click the row or use the edit action)
• Update name, SKU, category, prices, or stock settings
• Save your changes

Price and stock changes apply immediately. Products that are already on open invoices or drafts will use the new data for future lines; existing line items keep their saved values.

4. Customizing the Product Table

You can control which columns appear on the Products table:

• Use the columns or visibility option (if available) to show or hide columns such as SKU, category, cost, quantity, location, and tax
• Sort by name, category, price, or quantity to find products quickly
• Your column preferences can be saved so they persist next time you visit the page

5. Organizing Products with Categories

Categories help you group products for reporting, filtering, and faster selection in invoices and POS. Assign each product to a category when adding or editing it. To create or manage categories themselves, see Categories Management.

6. Stock and Inventory

If you track inventory, the Products list reflects current quantities. Stock is updated automatically when you make sales, record purchases, or receive goods. For manual adjustments and reorder points, see Stock Management and Low Stock Alerts.