Products and services

Overview

Products and services are items that your company buys or sells. Thus, products and services are both ordinary items and stock items that are bought in and resold, for example.

In Susan.one, there can be three types of items:

  • product
  • service
  • stock item

To review your items, navigate to Inventory > Product and services. Once there, you’ll see a list view of all existing items.

Products

You can filter items by product group or search items by name or code

Adding Product or Service

To add a item, follow these steps:

  1. Open the products and services list
  2. Click New
  3. Fill the item fields
  4. Click Save

There is a lot of details you can insert into the item.

Field Required Description
name MANDATORY Item name
manufacturer OPTIONAL Manufacturer name
SKU OPTIONAL Unique number to internally track a inventory
product group OPTIONAL Item product group
type MANDATORY Product, service or stock item
unit OPTIONAL Item unit
description OPTIONAL A description of the item that will appear on the documents
purchase price OPTIONAL Item purchase price
sale price OPTIONAL Item sale price
VAT rate OPTIONAL Item vat rate
sales account MANDATORY Account used for sales
purchase account MANDATORY Account used for purchase
inventory account MANDATORY * Mandatory for stock items. Account used for inventory

Products

Editing Product or Service

To edit the item, follow these steps:

  1. Open the products and services list and click on the item
  2. Edit the item fields
  3. Click Save

Deleting Product or Service

To delete the item, follow these steps:

  1. Open the products and services list and click on the item
  2. Click Delete
  3. Click Confirm on the confirmation dialog

Items Import

If you need to enter multiple items at once, you can create an import file to import the products and services into the Susan.one.

Supported import file type is MS-XLSX (*.xlsx) file. Data is imported only from the first sheet.

Sheet example

Import file first sheet must look like following:

Name SKU Manufactorer Type Description Purchase price Sale price VAT Sales account Purchase account Inventory account
Product 123 MAN1 P Description 50 80 12 4100 5010
Service 123 MAN2 S Description 50 80 12 4100 5010
Stock Item 123 MAN1 I Description 50 80 12 4100 5010 1180

To import items, follow these steps:

  1. Open the products and services list
  2. Click Import
  3. Select import file from your computer hard drive
  4. Click Import

Import result is displayed after the importing procedure.

The row where the requirements are not met are skipped