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The catalog centralizes all the products and services the company sells or uses. It includes prices, costs, taxes, stock, and advanced configuration by composition type.

Composition types


Create a product

1

Go to Products → New Product

2

Basic data

3

Prices

4

Classification

Category, unit of measure, brand (optional), and economic activity.If the category or brand you need doesn’t exist, you can create it directly from the selector without leaving the form — see the section below.
5

Tax treatment

See the Taxes on Products page for detailed configuration.
6

Image (optional)

Upload a photo of the product (JPG/PNG).
7

Save


Product with portions (with_portions)

Lets you sell a base product in different sizes or presentations. Inventory is deducted from the base product proportionally. Additional required fields Portions — each portion defines: Example: A water bottle (1000ml) with three portions: When you sell 2 medium glasses, 1000ml (2 × 500ml) is deducted from the bottle’s inventory.
The availability modal shows how many units of each portion are available based on the base product’s current stock.

Product with recipe (with_recipe)

A product assembled by combining other simple inventory products. When you produce it, the components are deducted automatically. Components — each component requires: The system calculates in real time:
  • Total cost of the recipe (sum of base_price × quantity for each component)
  • Suggested price (cost × 1.30 — 30% margin)
  • Maximum availability: how many units of the final product can be made with the current stock of each component (limited by the component with the least availability)
Produce: when you record a production, the components are deducted from inventory and the manufactured product’s stock increases.
Only simple products (composition_type: simple) with available stock can be added as recipe components.

Create categories and brands

Categories and brands can be created directly from the product form without leaving it:
  1. In the Category selector, type the name and click + Create category.
  2. The category is created and selected automatically.
  3. The same flow applies to Brand with + Create brand.
Categories are global per company (visible in all branches). Brands are also per company.

Batches and expiration date

In the product form, the Manages batches and expiration switch marks products that are controlled by batch. It is informational: it does not change purchases, sales, or inventory.
  • In the list, those products show the Batches tag and a View batches button.
  • View batches opens the detail of the batches linked to the product: batch number, expiration date, initial quantity, available quantity, origin (purchase or production), and status (Available, Expiring soon, Expired, Depleted, or Written off).
  • Products that already had batches recorded are marked automatically.
Batches are created when you record a purchase with an expiration date on the line or when you complete a production.

Bulk import products

The import uses an Excel (.xlsx) file.
1

Go to Products → Import products

2

Download the Excel template

The first sheet (Products) is the one that gets imported and comes with examples. The other sheets list the taxes, categories, and units of measure available in the branch.
3

Fill in the template with the product data

4

Upload the file (maximum 10MB)

The system shows how many were imported successfully and which had errors. For each error there is an AI-generated suggestion.

Columns

Tax column

Write the percentage (13 or 13%), the code, or the name of the tax as it appears in the Taxes sheet of the template. For several taxes, separate them with a semicolon (;).
  • The available taxes depend on the branch’s country. In the import help modal, the Taxes tab lists them with their percentage and marks the default one.
  • If the product is Taxable and the column is left empty, the branch’s default tax is used; for a product that already exists, the taxes it had are kept.
  • Exempt and Not subject carry no taxes: the column is ignored.
  • A tax that doesn’t exist in the branch marks the row with an error and indicates the available options.
For compatibility, CSV files with the previous headers (sku, name, cost, price_before_taxes, tax_method…) are also accepted.

Export products

The Export button in Products downloads to Excel all the branch’s products with the same columns as the template. You can correct the file and import it again to update prices, costs, or taxes in bulk. Only the price lists named List 1, List 2, and List 3 travel in the Price 1, 2, and 3 columns.

Search and filters

Search by name, SKU, barcode, or scale code. Advanced filters let you filter by product type, category, and price range.

View inventory movements

From the product detail, the movements tab shows the history of inflows and outflows with date and origin.