Adding and managing products in NexerIQ

Adding and managing products in NexerIQ

What a product is in NexerIQ

A product is anything you sell — a physical item or a service. Each product holds the details NexerIQ needs to price it, tax it, and (for physical goods) track it in stock, so you set it up once and use it everywhere: on quotes, orders, invoices, and purchase orders.

Create a product

  1. Open Products from the navigation menu and click Create product.
  2. In the panel, give it a SKU (a short code unique to this product) and a Name.
  3. Choose a Type (for example Physical or Service), a Unit, and optionally a Group, Currency, and Description.
  4. Click Save. NexerIQ opens the new product so you can finish setting it up.

Fill in the detail tabs

Every product opens with tabs across the top:

  • Overview — name, group, aliases, tags, description, plus categories and attributes.
  • Pricing — selling price and discount rules (see Product pricing, tax and accounting).
  • Inventory — whether stock is tracked and where it sits.
  • Commerce — accounting and purchasing details.
  • Relations — barcodes, vendors, alternative products, and package products.
  • Media and Notes — attachments and internal notes.

Edit a product

Open any product and use the Edit control on the Overview header to change its name, group, tags, or description. Each tab has its own Save button, so you can update pricing or inventory independently.

Activate or discontinue

From a product's header you can Activate it when it's ready to sell or Discontinue it when you stop selling it. Discontinuing keeps all the history on past documents intact while removing the product from everyday lists.

Going further

Items that come in different sizes or colours? See Product variations. Buy or sell the same item in different pack sizes? See Units of measure.

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