Left menu > Sales > Services and Products
1. To manage your products and services, click on Sales in the left-hand side menu.
2. From the options that appear, click on Services and Products.
3. In the section, click on the New Service or Product button.
4. Select whether you want to add a service or a product by clicking on the corresponding tab.
5. Enter the name of your service or product.
6. Fill in the unit rate and select the type of units.
7. Select whether the product or service is billable.
8. Choose the default sales VAT as well as the sales category.
The sales category allows you to manage your accounting easily and automatically, without any accounting knowledge. Simply choose what the item is, and Sequence will take care of recording the sales of that product in the right place. For more advanced management, the "other" option gives access to the chart of accounts (recommended for users with accounting knowledge).
9. Add a description of the product or service if you deem it necessary.
10. Click Confirm to complete the creation of the product or service.
11. To edit a product or service, click on the line of the one you want to modify.
12. The same window used for creation will open. Make the necessary changes, then click Confirm.
13. To delete a product or service, click on the three-dot icon of the one you wish to delete and select Delete.
14. A pop-up window will ask you to confirm the deletion of the product or service. Click Confirm.
15. To filter your products or services, click on the filter icon. You can filter by name and whether it is billable or not.
16. To clear the filters, click on Clear filters.
