BestInvoicing.com
  • Welcome
  • Tutorial 1: The Basics
    • 1. Create an Account
    • 2. Create a Customer
    • 3. Create a Product
    • 4. Create an Invoice
    • 5. Configure the Layout
    • 6. Payment Follow-up
    • 7. Let's Roll
  • Tutorial 2: Automate to Save Time
  • Tutorial 3: Process your Purchases
  • BASIC MODULES
    • Customers
    • Products
      • How Can I Update My Product List (e.g. Price Changes)?
    • Proposals
    • Invoices
    • Credit Notes
    • Payments
      • Incoming Payments
      • Outgoing Payments (Purchases)
  • APPS - INTEGRATIONS
    • ! Activating Apps and Integrations
      • Are All Available Apps and Integrations Available for Free?
    • Additional Text Fields
      • How Can I Insert Intertitle(s) Into Documents?
    • Cash Register Tickets
    • Complex Products
    • Delivery Address
    • Delivery Date
    • Delivery Notes
    • Discounts
    • Empty Goods
    • Foreign-Language Customers
    • General Ledger Accounts
    • MailChimp
    • Other Currencies
    • Order Confirmations
    • Order Reference
    • Payment Requests
    • Preset Emails
    • Price Segmentation
    • Product Photo
    • Purchase Orders
    • Purchases
    • Self-Billing Invoices
    • Site Address
    • Stock Management
    • Subscriptions (Recurring Invoices)
    • Tasks
    • Units of Measure
  • SETTINGS
    • Dashboard
    • Personal Settings
      • How Can I Change My Login Email Address?
    • My Subscription
      • Recommend BestInvoicing!
    • Company Information
    • Default Values
    • Email Settings
      • Sending Options
        • Send via Own Domain Name
        • Send via Global Address
        • Send via Open Server
        • Send via Microsoft
        • Send via Google
        • Send via SMTP
      • Email Texts
      • Default CC and BCC Addresses
      • Email Templates
    • Attachments
      • How Can I Add My General Terms and Conditions?
    • Journals
    • Automatic (Payment) Reminders
    • Users
    • Custom Fields for Contacts
    • Legal Notices
    • GDPR
    • Importing Data
    • Theme
    • Numbering
      • My Last Invoice Had No. 115, How Can I Start in Bestinvoicing with Invoice No. 116?
  • CONNECTIONS
    • Connect Your Bank Account
      • Ponto
    • Connections for Accountancy
    • Connections for Online Payment
      • Mollie
    • Backup & Synchronisation
      • Google Drive
      • DropBox
      • SFTP (own server)
      • BestInvoicing Drive
      • OneDrive
    • Connections for Webshops
      • Shopify
      • WooCommerce
  • MORE FEATURES
    • Exporting Data
    • Processing Lists
    • Send Documents by Email
    • Send Documents by Mail
    • Send Documents via PEPPOL
    • Sign Documents Online
    • Tags
    • VAT Number Validation
  • TEMPLATES
    • Using BestInvoicing Templates
      • How Can I Change the Default Order of My Templates?
    • Match Templates to Your Corporate Identity
      • Document Templates
      • Emailtemplates
    • Modifications via internal code
  • FREQUENTLY ASKED QUESTIONS (F.A.Q.)
    • Overview F.A.Q.
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On this page
  • Basic Module
  • Adding a Product Group
  • Adding a Product to the Product List
  • Adding a Product Directly from a Document
  • Extensions
  • Translations
  • Product Photo
  • Report
  • Price Segmentation
  • Stock Management
  • Empty Goods
  • Units of Measure
  • General Ledger Accounts

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  1. BASIC MODULES

Products

PreviousCustomersNextHow Can I Update My Product List (e.g. Price Changes)?

Last updated 3 years ago

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In , a product always belongs to a product group. How you name a product group and which products you link to it will depend on your specific business and commercial activities.

It can be about specific products, but also about more general services. Some examples:

PRODUCT GROUP
PRODUCT

Flour

Cornflour

Whole wheat flour

Shipping costs

< 10 km radius

10 km - 50 km radius

Certificates

Conformity check fire extinguishers

Conformity sprinkler system

Labour

Tiling

Leveling

Basic Module

Adding a Product Group

Via the tab 'Products' (left menu) you get an overview of the existing product groups.

Do you want to see a full overview of all of your products, regardless of their product group? Click the blue button 'Full Product List' at the top right corner to display the full list.

In this video a new product group is added:

Per product group you can see the revenue during a certain period. You can also display numbers based on total sales:

Adding a Product to the Product List

In the newly added product group, you can immediately create products.

A product number is assigned automatically. Via the 'Edit' button you can also enter the article code of your product, or another type of numbering.

Adding a Product Directly from a Document

It is also possible to create/save a new product from a document, e.g. invoice or delivery note while creating it. This way you don't always have to return to the product overview.

When creating a document, a number of product lines appear. In these boxes you can enter the basic product information (name, price, ...). At the left side of a product line a white dotted blue button appears. Click it to open a drop down menu.

Click the last option, '+ Create product'. A pop-up window will open where you can enter the necessary product information, in analogy to entering it via the product overview.

If the product was successfully added, a message will appear and the link to the product will be made. Under the name of your newly added product, the connecting message appears: "This line is linked to product (xyz)".

Extensions

Translations

For non-native customers, the default texts are translated in BestInvoicing. However, you will have to provide translations for the products you entered.

Product Photo

In BestInvoicing, you can add a photo to your product and also show it on your documents.

Report

You can display a sales graph for each product. This is displayed based on general turnover or number of sales (choice).

Price Segmentation

Stock Management

Empty Goods

Units of Measure

General Ledger Accounts

Attention: not every accounting package can process this ledger data. So make sure to check with your accountant first!

Do you want to use your own product numbers or change the default numbering? That's possible: how to do that.

Depending on which you activated (see below under 'Extensions'), more or less available input fields will be visible. Click the green 'Add' button at the bottom to add your product to your product list.

You can enter the translation manually per product or via a csv file containing several products and their translation(s). .

To make use of this feature, you need to activate the extension 'Product photos'. .

If you have activated the app 'Price Segmentation', you can assign segments to your product here. If you use different prices for different customer categories, it is possible to display multiple prices in one product file. Per product you can create segmented prices. how to do this.

If you have activated the 'Stock Management' app, you can start using it for your products. The stock is increased when purchases or corrections are made and decreased based on delivery notes or invoices (configurable). The virtual stock takes into account open customer orders so that you can place timely orders with your suppliers to replenish the stock. about stock management.

If you have activated the 'Empty Goods' app, you can start using it for your products. Charge empties to the products sold. These empty goods are listed separately on your documents. about empty goods in BestInvoicing.

If you have activated the Units of Measure app, you can start using it for your products. Add units of measurement to the products on your documents. about units of measurement.

If you have activated the General Ledger Accounts app, you can start using it for your products. Set up general ledger accounts for products: invoices immediately receive the appropriate general ledger account number when forwarded to accounting software. how you can set this up.

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