Products, Services & Inventory

Define the products and services your business sells, organise them into categories, and track stock across your locations.

Overview

The catalogue is the shared list of products and services used across Mployr - for example when raising invoices, quotes, and orders in Accounting. It lets you:

• Maintain a single, consistent list of what you sell
• Organise items into a category tree
• Track stock levels for physical products
• Manage the locations that hold or fulfil inventory

Products and Services

Products vs Services

A category can be set up for products, services, or both, so you can keep your catalogue organised the way your business actually works.

Adding an Item

1. Open the catalogue from the sidebar

1. Enter the details:

• Name and description
• Category
• Price and tax treatment
• For products: whether stock is tracked, and starting quantity

1. Save

Once an item is in the catalogue, you can select it when building invoices, bills, orders, and quotes - its price and tax treatment carry across automatically. The same catalogue feeds quotes raised against CRM leads.

Categories

Organising with a Category Tree

1. Enter:

• Category name

• Parent category (to nest it under another)

1. Save

Categories can be nested to as many levels as you need, so a broad group (e.g. "Equipment") can contain narrower sub-categories (e.g. "Hire", "Sale").

Managing Categories

• Reorder and re-parent categories as your range grows
• Move items between categories
• Use clear, consistent names so the catalogue stays easy to navigate

Inventory & Stock

For stock-tracked products, Mployr keeps a running quantity so you always know what's on hand.

• See current stock levels per product
• Stock adjusts as items move
• Identify items that are low or out of stock

Locations

Managing Locations

1. Enter the location's name and address
2. Save

Locations represent the places that hold or fulfil inventory - a warehouse, store, or site. Use them to keep stock organised by where it physically sits.

Tips

• Set up your category tree first, then add items into it - it's quicker than re-organising later

• Keep prices and tax treatment current so invoices and orders are accurate
• Use locations to separate stock across multiple sites
• Use clear, consistent naming so anyone raising an invoice can find the right item fast