Ways to Add Products to Inventory

3 Ways to Add Products to Inventory

1. Creating a Product Card

1. Go to Inventory → Products.
2. Select a category for the new product.
   • If the category doesn’t exist, create it using the “Create Category” button.
3. Click “Create Product”.
4. Fill in all the required fields in the product card.

More details: How to create a product card

If a product card already exists, you can simply restock without creating a new one.

More details: How to restock products

2. File Import

1. Open Inventory → Products.
2. Click “More → Load data into HelloClient”.
3. Choose a file with the “Select File” button.
4. Match the fields in the file with the fields in the system.

More details: Product import guide

3. Using a Supplier Order

1. Create a supplier order in the system.

More details: How to create a supplier order

2. Receive products through the order:
   • Open the order with status “Created” and click “Accept order”.
   • Enter the actual product quantity.
   • Click “Accept order” to confirm receipt into inventory.

More details: How to receive products from a supplier

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