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Products and inventory management
How to add products, services into Tudodesk.
How to add products, services into Tudodesk.
Martin avatar
Written by Martin
Updated over a week ago

Set-up

  • Tudodesk Back-office

  • Mac or PC

What's this for?

Setting up your price book is a great way to ensure you keep accurate, reliable pricing and track of stock*. If you set up your prices, your estimating and pricing will be more efficient. Tudodesk can store product prices and services.

The first step is to load your products and services into Tudodesk.

What you should know

There are three methods for adding your prices to Tudodesk. You can Quick Add prices as you create Jobs, Estimates or Invoices, or you can add prices individually or use a spreadsheet to import them in from a CSV.


Quick add products as you create documents.

  1. Open a document in edit view.

  2. Scroll to the money-list section.

  3. Click the [+] plus button next to the products search bar.

  4. Select product or service.

  5. Enter a unique product ID, code or SKU.

  6. Enter the name of the service or product.

  7. Set the selling price (Nett before any tax).

  8. Click Add.

  9. The item will be added into the price book and added into the money list of your document simultaneously.

Add products or services from the products/price book screen.

  1. From the side menu bar, click the icon with three boxes.

  2. From the Products/Price book screen, click + Create new from the top sub-menu bar.

  3. Complete the basic entry form as per the steps (4-8) above.

  4. You can edit the product or add more detail by selecting the item from the product list displayed.

Bulk importing products, services

Using a spreadsheet (CSV, XLSX or XLS) to format product data quickly, you can easily import products into Tudodesk in bulk.

To learn how to compile an import spreadsheet and import products in bulk, refer to our How to bulk import products guide.


Inventory, stock management

The price book can log the stock count of your products and set a min-order level. On non-enterprise accounts, this feature will not deplete stock against items added to invoices or from Jobs completed. However, you can use this feature to keep a manual log of products in hand. And you can set up a saved view for products that are below min level.

How to turn on the inventory count and min stock level

  1. Navigate to the product/price book.

  2. Filter, search to find your product.

  3. Select the product from the list.

  4. From the product view, scroll to the Stock control section.

  5. Toggle the product inventory switch.

  6. Enter your stock and min levels.

  7. Click Save.

Follow the guide below to learn more about inventory tracking


Editing products and services

From the product or service record view you can:

  1. Edit product details including prices

  2. Assign tax rates

  3. Upload a product photo

  4. Assign a labor rate and time to fit or service the part

  5. Post notes, and file attachments

  6. View product history such as Work Orders and Invoices

How to create a view of all low-stocked products

  1. Navigate to the product/price book.

  2. Click Add filters on the filters bar.

  3. Click Stock warn.

  4. As you apply filters, we show your results.

  5. You can filter the view further by adding a product group.

  6. Click Save segment

  7. You can return to the save list again in the side navigation under Smart views. Your smart list will always show the latest results that match your filters.

You can learn more about smart views here


Linking product barcodes:

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