Create a product or service Praxis Desk Kasse

In offisy you can create two types of entries: products (physical goods) and services. Both are managed in the same section.

Number of products

The maximum number of products depends on your chosen plan.

How to do it

1. Open the Products & Services section from the main menu.
2. Click the Product / Service button.
3. Fill in the fields in the General tab:
   • Name — name of the product or service (required)
   • Description — additional text in the text editor
   • Type — choose between Product and Service
   • Unit — e.g. Piece (Stk), Pack (Pck), Kilogram (kg), Liter (l), or Hourly (h)
   • Item number — your internal number
   • EAN — European Article Number (can be generated automatically)
   • Price (net), VAT, and Price (gross) — the gross price is calculated automatically based on the chosen VAT rate
4. Click Save.

offisy · Products & Services · Create product / service

Fig. 1How to create a product on the General tab.

TIP

Use the arrow button next to the EAN field to generate a random EAN number.

Optional settings

In the Settings tab you can configure additional options:

• Tenant — Only with the tenant module enabled. Full access is the default and releases the product for all tenants, Custom expands the list of configured tenants so you can select the ones you want
• Category — assign the product to a category
• Quick selection groups — add the product to one or more groups
• Color based on category — automatically inherits the color of the assigned category
• Color — assign an individual color
• Quick selection — enable quick access during invoicing
• Open edit window — automatically opens the edit window when adding to an invoice
• Archive — archived products are not shown during invoicing
• Sellable — determines whether the product can be used on invoices (only with the Warehouse management add-on)

1. 1Settings tab.