---
title: "How to manage products"
url: "https://support.cosmesoft.app/en/article/how-to-manage-products"
language: "en"
last_updated: "2026-09-05T00:56:29.147Z"
---

# How to manage products

## How to manage and search products

Use this guide to add new items to your clinic’s inventory, maintain accurate product details, and use filters to quickly locate stock.

> For a high-level explanation of how products are structured, see **About Products**

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## Where to find Products

-   Navigate to **Inventory** in the main sidebar.

-   Click the **Products** tab.

From here, you can view your full business-wide catalogue and perform bulk actions.

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## Before you begin

Make sure:

-   You have **Admin** or **Manager** access to edit the business catalogue.

-   You have your **Supplier** and **Brands** setup. See below for instructions.

-   You have the product's **SKU** if you plan to record this information.

## Step 1 — Setup your supplier list

-   Navigate to the top right **Navigation Menu > Settings > Suppliers.**

-   The list displays existing supplier information, which you can filter by searching the name or toggling the columns.

-   To add suppliers, select **+Add Supplier.**

-   Enter the supplier’s information and select **Save Supplier.**

## Step 2 — Setup your Brands list

-   Navigate to **Inventory** in the main sidebar.

-   Click the **Brands** tab.

-   The list shows existing brand information, which you can search by name.

-   Select **Edit** to update a brand’s name or linked supplier.

-   To add brands, select **+Add Brand.**

-   Enter the brand name and connected supplier, then select **Save Brand.**

## Step 3 — Add new products

After setting up suppliers and brands, you will have the correct information to set up products.

-   Navigate to **Inventory** in the main sidebar.

-   Click the **Products** tab.

-   Before adding a new product, check if it already exists to avoid duplicates. Use the search bar, brand/supplier filters, and column selector to quickly find, sort, and customise the product information shown.

![image-20260503-035516.png](https://cdn-assets.productfruits.com/fe1bbd09-2405-41a2-a0f4-47266e924d5a)

-   Click **\+ Add Product** in the top-right corner.

-   Fill in the **General Details**:

-   **Product Name** — How the item appears in search results and client receipts.

-   **UoM (Unit of Measurement)** — How the product is measured, e.g. ml, units.

-   **Brand** — Link the product to its parent brand. See Step 2 if not done yet.

-   **Supplier** — Link the product to its supplier. See Step 1 if not done yet.

-   **Minimum and Maximum Quantities**— Set supply quantities to receive alerts when the product is outside your ideal range.

-   **Retail and Wholesale Prices**— Set wholesale and retail prices for the product.

-   **GST Configuration**— Set the product price as standard GST, GST free, or GST included.

-   **Form Connections -** Set form connections to automatically send relevant forms when the product sells.

-   Click **Save Product**.

![image-20260503-035534.png](https://cdn-assets.productfruits.com/ecfb5d5a-86e0-4b9f-8e60-ab8b9e00ed41)

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## Step 4 — Edit or Update existing items

-   Locate the product in the list of **Products** and click **Edit**.

-   Update any fields that have changed (e.g., updating a description or changing the supplier).

-   Click **Save**.

> **Note:** To remove an item that you no longer stock, use the **Delete** option. Be aware that deleting a product is permanent and will remove it from all future POS selection lists.

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## What to do next

-   [Configure pricing and reorder levels](https://support.cosmesoft.app/en/article/about-products)

-   Review your live [Stock Levels](https://support.cosmesoft.app/en/article/about-stock-levels) to update your physical quantities.

-   Set up [automated procurement orders](https://support.cosmesoft.app/en/article/how-to-use-stock-functions) for your suppliers.

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