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.

  5. Click Save.

  1. Tap More > Products & Services >
  2. Tap Product.
  3. Enter the product information.
  4. Tap Save.

  1. Tap More > Products & Services >
  2. Tap Product.
  3. Enter the product information.
  4. Tap

The availability of some or all of these features depends on your OnBalance bundle.


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