Add a product

In Heyquip: Inventory > Products

You will have a product that is ready to sell or rent, and visible on your website.

Steps

1. Go to Inventory > Products and click Add.

   

2. In the window that opens, enter the Name. If you already have them, fill in ID, Manufacturer, Model, SKU, Barcode, Price per day, and Price. The window also has a Parts checkbox (we suggest checking it if you are creating a part). Click Create.
3. On the product record, click Edit.
   • Edit Manufacturer, Model, SKU, Inventory ID if needed.
   • Change de Revenue or Inventory accounts if necessary.
   • Adjust configurations (parts check, available on website, bypass inventory, meter reading, popular products on the site).
   • Add a weight to enable delivery.
   • Fix reorder min and max.
   • Add all rental prices that apply.
   • Add a sale price if it is a sellable item.
   • Add description, features or applications.
4. Once you've added information about the product, you need to add the product to a category or product group to be able to rent it. 
5. Then scroll down to Products in store, click Add. You'll see a banner letting you know it is better to add inventory by creating a purchase order. If you already have the item in inventory, you can proceed. 
6. To add serialized inventory
   • Add a branch
   • Choose between Rental & Sale
   • Add serial number
   • Add Inventory ID
   • Add original purchase date
   • Add original unit price (purchase price)
   • Add the vendor
   • Add reference number and notes if needed.
7. To add bulk inventory
   • Add a branch
   • Choose between Rental (bulk) & Sale (bulk)
   • Add original purchase date
   • Add the quantity
   • Add original unit price (purchase price)
   • Add the vendor
   • Add reference number and notes if needed.
8. Click Save
9. Your equipment is ready to rent or sell, but you can add more information : 
   1. Product variants
   2. Associated vendors
   3. Associated products (kits)
   4. Associated manuals

Good to know

• A yellow banner on the product tells you why it is hidden from the website: "There is no price per day, or unit price or no category or no product type or it's disabled." Fix whichever of those five is missing and the banner clears.
• Set Work Templates in the Settings rail to link this product to a Service & Repair template. Work orders for the product then preload that template's checklist. See Build work templates.

Related tasks

• Organize the catalogue
• Manage product variants
• Duplicate a product
• Attach a manual to a product
• Preview a product on the storefront
• Link associated products
• Use the chart of accounts