Add a product
You will have a product or service on the Products list with its code, barcode, classification, tax and rates set, ready to appear on purchase invoices, stock adjustments and vehicle service task rows.
Inventory › Products is the master list of everything you buy for the fleet: parts, tyres, oils, consumables and bought-in services. One record per item; the same record is picked on every purchase invoice line, stock adjustment line and parts entry, so set it up once and carefully.
The form is grouped into Item settings, Classification, Inventory & asset options, Purchase Info, Sales Info, Product Variations and Description. Only the Name is compulsory, but the more you fill in the less you type on each invoice.
Before You Start
- You know whether the item is a product (held in stock) or a service (no stock).
- The Tax Rates you will buy or sell it at exist under Settings › Tax Rates.
- Categories, brands and units you want to pick from exist under Settings › Dropdown Values, or you are ready to add them.
- For a tyre, battery or other item you track one by one, read Tyres and assets first; it is set up here with Track as serialized asset.
Steps
- Open Inventory › Products and click Add.
- Type the Name and decide on Track as serialized asset. Tick it only for items where each unit has its own serial number and life, such as tyres and batteries. Leave it off for quantity items like filters and oil.
- Under Item settings, set Type to Product or Service, pick the ProductType and the Unit. Unit is what quantities are counted in: piece, litre, set, kilogram.
- Under Classification, enter the Item/Barcode, the tax classification code (labelled HSN Code), Category, Sub Category, Brand and Sub Brand. Item/Barcode is the code you will scan on receipts and counts. The tax classification code is the goods or services code your tax authority uses for the rate; it prints on invoices where required.
- Under Inventory & asset options, tick Enable Stock Posting for anything you want counted, and Enable Batch if lots or expiry dates matter. A service, or a consumable you expense on arrival, leaves Enable Stock Posting off. With Enable Batch on, every purchase and adjustment line asks for a Batch No.
- Under Purchase Info, enter Purchase Rate, choose the Purchase Tax and whether the rate is Including Purchase Tax, and set Mrp, Cess Tax and Qty Alert where they apply. Qty Alert is the reorder level; the Stock Report flags the item when stock falls to it.
- Under Sales Info, enter Sales Rate, Discounted Sale Rate, the Sales Tax and whether the rate is Including Sales Tax. Fill these only if you resell parts or recharge them to customers; for items used on your own vehicles they can stay blank.
- Add Product Variations if one item comes in sizes or grades, write a Description and upload an image, then save.
Fields On This Screen
Field | What to enter | Required |
|---|---|---|
Name | The item name as it appears on invoice lines | Yes |
Track as serialized asset | Tick for tyres, batteries and other one-by-one items | No |
Type (Item settings) | Product or Service | Yes |
ProductType | Further grouping of the product | No |
Unit | Piece, litre, set, kg and so on | Recommended |
Item/Barcode | The barcode or QR code on the item or your label | For scanning |
HSN Code | Tax classification code for the goods or service | Where required by your tax authority |
Category / Sub Category | Grouping for lists and the Stock Report | Recommended |
Brand / Sub Brand | Manufacturer and range | No |
Enable Batch | Ask for a Batch No on every line | No |
Enable Stock Posting | Count this item in stock | For stock items |
Including Purchase Tax / Purchase Tax | Whether the rate includes tax, and the rate | Recommended |
Purchase Rate | Usual buying price, suggested on purchase lines | No |
Mrp | Printed maximum price, where used | No |
Cess Tax | Additional levy, where it applies | No |
Qty Alert | Reorder level | Recommended |
Including Sales Tax / Sales Tax | Whether the sale rate includes tax, and the rate | If you sell |
Sales Rate / Discounted Sale Rate | Selling prices | If you sell |
Product Variations | Sizes, grades or options of the same item | No |
Description | Rich text notes and specifications | No |
What This Changes
- The item appears on Inventory › Products with Code, Category, Brand and rates, and can be picked on Purchase Invoice lines, Stock Adjustment lines and Parts on a vehicle service task.
- With Enable Stock Posting, the item gets a row in the Stock Report once a purchase or adjustment gives it quantity.
- With Track as serialized asset, each unit bought becomes a record under Vehicles › Tyre/Asset Tracking instead of a quantity.
- The Purchase Rate and Purchase Tax are suggested on new purchase invoice lines; the Item/Barcode makes the scan box find it.
Tips
- Use one naming pattern, for example Oil Filter – 10 µm – Front, so the list sorts sensibly and the scan box and search find the right item.
- Set Qty Alert on the parts a breakdown cannot wait for: filters, belts, bulbs, brake pads.
- Do not create a product per supplier. The same part from two suppliers is one product; the supplier is on the purchase invoice.
Frequently asked questions
Need Help?
Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.