Defining products, stock movements and suppliers

You manage your products in the Product Definitions section of the My Business → Settings page. The section has three cards: Products, Categories and Suppliers. The cards open in a panel from the right; use the icons on the left of the panel to move between the three. You sell the products you define from Sales and from sales cards (see the Product sale article).

Adding a product

In the Products panel, press Add Product. The Define New Product window has two steps; you can add several products at once.

1. 1

   Products

   Click products in the ready-made catalogue to select them; the search box and the category filter narrow the list, and products you have already added do not appear. For a product that is not in the catalogue, press Define New Product: in the Add Custom Product window, fill in an optional photo (PNG, JPG or WEBP, up to 5 MB), the Title (required), Category, Description, Barcode and Active fields and press Add. The product is added to the list and selected.

2. 2

   Price and Stock

   For each product, enter the sale price in Price and the opening quantity you have in Stock. The sale price is required and must be greater than 0 ₺: while a product's price is empty or 0, its box shows “Enter a price” and Save stays disabled. When you press Save, the products are added to the list and the opening stock is recorded as an entry in the product's movement list.

The product list and product detail

Each row in the Products panel shows a star, the product photo, the product name and the current stock; the search box searches by product name and barcode. Starred (favourite) products appear at the top of this list and of the product lists that open when you sell a product. Click a row to open the product detail: on the left the photo, an “N in stock” badge and the Actions menu; on the right Basic Information and Stock Movements.

• Stock Movements: records a stock movement (see below).

• Add to Favorites / Remove from Favorites: moves the product to the top of the lists or takes it off the top.

• Edit product: Product Name, Barcode, Category, Product Description and Price. The price cannot be set to 0 ₺: if you enter 0 and save, the old price stays. Change the photo of your own product by clicking the photo on the detail page.

• Delete product: confirm with Yes, Delete.

Stock movements

1. 1

   Open the window

   On the product detail, open Actions → Stock Movements.

2. 2

   Choose the Movement Type

   Stock In (goods from a supplier, returns) adds to stock; Stock Out (wastage, samples, your own use) takes from stock; Stock Adjustment sets the stock to the value you enter after a count.

3. 3

   Enter the quantity and unit

   For stock in and out, the Quantity must be greater than 0. For Stock Adjustment the field is called Current Stock Quantity: enter the real quantity you counted on the shelf (0 is allowed). The unit starts as “Adet” (pieces); you can pick another from the list, but it cannot be left empty.

4. 4

   Enter the price (stock in and out)

   Unit Price is required and must be greater than 0; the Discount amount is optional. The box at the bottom of the window shows the total as quantity × unit price − discount. Stock Adjustment has no price fields; the box shows “Stock will be set to:” instead.

5. 5

   Enter the date and note, then save

   The Movement Date starts as today and you can pick a past date; the Note is optional. Press Save.

Stock Adjustment does not calculate a difference; it sets the stock directly to the value you enter: if the stock is 12 and you enter 10, the stock becomes 10. In the movement list, that row's Quantity column also shows the value set (10), not the difference. Stock Out never takes the stock below 0; if you enter more than you have, the stock becomes 0.

The Stock Movements table on the product detail shows the newest movement first (10 rows at a time; Load more for the rest). The dot at the start of a row shows the movement type: green for in, red for out, purple for adjustment. The columns are Quantity, Unit, Unit Price, Discount, Date and Note (hover over the icon to read the note).

Sales record movements too: when you sell a product the stock goes down and an outgoing row noted “Satış: …” (sale) is added; when you delete the sale the stock is restored and an incoming row noted “Satış İptali/Silme: …” (sale cancelled/deleted) is added. Changing the quantity of a sale writes a row noted “Satış Güncelleme: …” (sale updated), and deleting a sales card that has product sales writes rows noted “Adisyon silindi: …” (sales card deleted). A sale can take the stock below zero; in the web panel you are asked to confirm with a Stock Alert when you add a product that is out of stock.

To open the product detail and see Stock Movements, your role needs the “Can update company product definitions” permission (“Şirket ürün tanımlarını güncelleyebilir” on the role screen); saving a movement also needs “Can update product stocks” (“Ürün stoklarını güncelleyebilir”), and seeing the movement list needs “Can view product stocks” (“Ürün stoklarını görüntüleyebilir”). The business owner can do everything.

Categories

On the Categories card of the Product Definitions section (Product Categories in the menu search), use Add Category to create a product category with a Title (required), Description and Active status. Ready-made categories carry a lock icon; manage your own categories with Edit or Remove Category in the three-dot menu. Categories are used as a filter when adding products and to filter the Product Stock Report by category.

Suppliers

On the Suppliers card, press Add Supplier. The Add New Supplier window has three tabs: Basic Information (Supplier Name required; First Name, Last Name, Email, Phone), Company Information (Company Name, Company Email, Company Phone, Company Address) and Billing Information (Billing Name, Tax Office, Tax Number, Billing Email, Billing Phone, Billing Address, Country, City, District, Postal Code). Press Save; manage a supplier with Edit or Delete in the three-dot menu on its row.

Suppliers are used in expenses: when you enter an expense in My Business → Accounting & Finance → Expenses you pick a supplier, and if you type a name that is not in the list, a new supplier with that name is created automatically. Stock movements do not take a supplier.