A Simple product is a standard item whose stock and selling prices are managed directly on the product. Use this type when you do not need separate variations for options such as size or colour.
For example, a computer mouse sold as one standard item can be created as a Simple product.
Before You Start #
Make sure you have an active warehouse available for the product’s opening stock. You will also need a product category, which you can create from the product form if necessary.
1. Open the Product Form #
Go to Ecommerce → Products and select the create action.
The form guides you through four steps: Product Details, Product Attributes, Product Pricing, and Tax Details.
2. Enter Product Details #
Complete the following fields:
| Field | What to enter |
|---|---|
| Product Name | Enter a clear name that identifies the item. |
| Type | Select Simple. This is the default selection. |
| Active | Choose whether the product is active. Active products can be requested and used for tasks or sales. |
| Stock Threshold | Enter the stock level below which store managers should be notified. The default is 0. |
| Categories | Select the category that best describes the product. |
| Media | Optionally select or upload a product image or relevant document. |
| Description | Optionally add specifications, features, or other useful details. |
Example: Set the stock threshold to 5 if you want store managers notified when available stock falls below five units.
3. Set Product Attributes and Opening Stock #
Continue to Product Attributes.
| Field | What to enter |
|---|---|
| Brand | Optionally select the product’s brand. |
| Model | Optionally select a model belonging to the selected brand. |
| Stock Keeping Unit | Optionally enter your internal product code, commonly called an SKU. |
| Warehouse | Select the active warehouse where the opening stock is held. This is required. |
| Opening Stock | Enter the quantity currently available. Enter 0 if you have no stock yet. |
| Serial Number | Optionally enter a serial number. If provided, it must be unique. |
If a brand or model is missing, you can create it directly from its selection field, subject to your permissions.
Tip: Opening Stock is the quantity you already have when setting up the product. After creation, use Adjust Stock to make stock changes.
4. Add Selling Prices #
Continue to Product Pricing and add at least one price.
| Field | What to enter |
|---|---|
| Price Type | Select Regular, the currently available price type. |
| Currency Code | Select the currency for this price. Your default currency is preselected. |
| Unit Selling Price | Enter the selling price for one unit of the product. |
If you sell in multiple currencies, add a separate price entry for each currency. You cannot repeat the same currency and price type.
Example: A mouse sold individually at KES 1,500 should have KES as its currency and 1,500 as its Unit Selling Price.
Enter each currency’s selling price separately.
5. Review Tax Exemptions #
Continue to Tax Details.
Taxes apply to products by default. In Exempt Taxes, select only the taxes from which this product should be excluded.
- Leave the field empty if no exemptions apply.
- Select specific taxes to exempt the product from those taxes.
- Use Select All if the product should be exempt from every tax listed.
Note: The taxes you select here are exemptions—they will be excluded from the product.
6. Save the Product #
Review the product details, opening stock, prices, and tax exemptions, then select Create to save.
Your Simple product is now recorded. If it is active, it can be requested and used for tasks or sales.
