Here is the polished guide for adding products to the BillEase catalog, formatted to match the style of your previous guides.

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How to Add Products to the Catalog #

There are two ways to populate your product catalog in BillEase: adding items individually or importing them in bulk.

Option 1: Manual Entry #

Use this method to add single items one by one.

1. Navigate to Items: Click on the Items tab in the left-hand menu.
2. Add New: Click the Add New Item button located in the top-right corner.
3. Enter Item Details: Fill in the required fields in the form:
   • Item Name
   • Category: Assign a category for easier reporting.
   • Pricing: Enter the Cost Price and Selling Price.
   • Status:
     • Select Active if the product is currently available for sale.
     • Select Draft if the product is out of stock or not ready to be sold yet.
4. Save: Click the Create Item button. The product is now instantly available in your catalog.

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Option 2: Bulk Import (CSV) #

Use this method to upload a large inventory list at once.

Note: The Bulk Import feature is available exclusively on the Pro Plan.

1. Click on the Items tab in the left-hand menu and Select Import: Click on the Import option.
2. Prepare Your Data:
   • Crucial Step: Download the Sample File provided.
   • Format your data exactly according to the sample CSV headers to ensure a successful upload.
3. Upload: Select your prepared CSV file and complete the import process.