This section provides a step-by-step process for creating or updating a product. You can manually add products or if you are trying to add multiple products, the most efficient way to do that is to use the import feature. 

• Adding a new product 
• Product Details 
• Edit/Update a product
• Edit Product page

Adding a new product 

There are a couple of ways to add a new product within Pooltrackr. You can do this through the following avenues: 

1. Quicklinks on the Overview page. 

2. Use the global Add New button located at the top-right corner of the page. 

3. Through the Products list page. Click on the New Product button to begin adding a new product. 

4. Using the Import option where you can bulk import several products at a time. 

Product Details 

In adding a new product, you will need to fill out the product details. Fields with (*) on them are required. Otherwise, the product creation will not proceed. 

A. Product Title - This is where you would enter the product name.

B. Category - Select the applicable product category. You can set up the categories by following the steps here > > > [insert KB link for Categories] 

C. Brand - Select the applicable brand of the product that you are trying to add. If you do not see the brand in the list you can add it by following the brand guide here > > > [insert link for KB link for brands ] 

D. Price - Add the price of  the product

E. GST included toggle - Tick this if the price of the product already has GST included in the cost. Otherwise, toggle the switch to off. 

• Active toggle - Enable this if you want to set the product as active after creation.

For GST registered organisations - When this option is disabled, GST will be added to the product when used on the invoice. For example, you indicated a price of $100 for the product, the price will change to $110 in the invoice. 

For non GST registered organisations - If your organisation is not registered for GST and this toggle is turned on for a product, the GST percentage will be removed for when you use the product on an invoice. 

F. SKU - Enter the SKU / product code. This is unique to a business. 

G. Barcode - Enter the product's barcode. You can use a scanner if available to enter the barcode. 

H. Volume and unit: Enter the volume of the product and the unit. If the volume does not apply e.g. for fees/added service, you can use each, hour, or piece. 

I. Custom Fields - Add custom fields for your product. 

J. Create Button - Once you are done filling out the product details, click on the Create button to save it. 

Edit/Update a product

You can access the edit product page in two ways: 

1. By clicking on the product from the product list you can directly make updates to the product information. Click on the Update Product button to save the changes. 

or 

2. Click on the Edit option (pencil icon) to update the product from the Edit product page. 

If you update a product that is being actively used on a job, you will get a prompt to update these existing products. Toggle the Update existing switch to apply the changes in the existing jobs. 

Edit Product page 

When Accessing the Edit product page, you will see two tabs: 

Details - This is where you can see the full product details including the custom fields and the linked product from your integration. 

Logs - Any changes made to the product will be shown here. 

A. Event - The action done on the product. It will contain the event (created, updated, synced, etc.)

B. Author - Name of the user who made the changes. 

C. Updated Parameters - This will specify what information was updated. Clicking this will show the old and new values. 

D. Date - This is the timestamp when the update was made.