Adding new products or items in Caddayn Biller is simple and helps you keep your inventory organized.
Steps to Add a New Product/Item
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Open the Master Data Module
Go to the Main Menu and select Master Data. -
Select the Items Sub-module
Click on the Items option. -
Click “Add Item”
Press the Add Item button located at the top-right corner. -
Fill in Item Details
A new form window will appear. Enter all required product information such as name, category, pricing, Tax details, etc. -
Save the Item
Click Save Changes.
Your new item will now appear in the Items sub-module.
Is this the only way to add or any other shortcuts available?
Yes, absolutely. Caddayn Biller allows you to create new items directly while making a purchase entry, without leaving the purchase screen in one go. This makes adding a new item,brand,category or products much more efficient and easy.
How to Add a New Item During Purchase Entry
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Start a New Purchase Entry
Begin creating a new purchase and fill in all the required purchase details. -
Add Items to the Purchase
Click the ➕ (Add Item) icon to add products. -
Create a New Item Instantly
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Type the new item name in the item search bar.
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A green option labeled “Create <Your Item Name>” will appear below.
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Click to Create the Item
Select the Create option.
The item creation form will open within the same flow. -
Enter Item Details and Save
Fill in all necessary item details and click Save.
The item will be created and automatically added to the purchase.
Bonus Tip: Add Category or Brand Instantly
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While creating a new item, you can also add a new category or brand on the spot in the same way.
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Simply type the new category or brand name in the respective field when you choose the item's details.
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Click the green coloured Create option that appears below the search bar, fill in all necessary details and save.
great this is so helpful tip.
