Add products

You can add information about your products to OnBalance so that you can apply that information when you add sales.

Notes

  • The product name cannot match a previously existing product; the name must be unique.
  • Price and unit of measure are not required.
  • You can manually add or change a price whenever you enter a new sale. Prices you enter while adding a new sale are a one-time override and do not change prices you have set up in the Products & Services screen.
  1. From the company setup menu, choose Products & Services.
  2. Select New Product.
  3. In the New Product / Service dialog, click Product.

  4. Enter the required information.

    Note: If your company is a VAT registered business, select the VAT rate in the VAT Rate field.

  5. Click Save.

The availability of some or all of these features depends on your OnBalance contract and/or configuration.