In order to make things even faster when you create a sales invoice in Banqup, you have the possibility of creating a product catalogue.
Once created, you'll be able to choose from your catalogue to quickly add products or services to the sales invoices created with Banqup's DIY tool.
To add items to your catalogue, go to your Settings > Outbound.
Then:
Add a single product
Click on the Product Catalogue tab then Add new product
.
On the next screen you can fill out your product's information:
Product reference
Product/service name
Description
Unit of measure
Unit price/rate
Quantity (not a stock management tool - this is used to create products sold in batches)
VAT rate
Fields marked with an asterisk (*) are mandatory.
Once saved, the product appears in your product catalogue. You can edit or delete a product anytime from here as well.
Tip:
You can also add a product to your catalogue from the DIY invoice creation tool by clicking the + sign:
Add products in bulk
To add a batch of products all at once:
Download the import template (or export your existing products).
Open the spreadsheet and fill it out with your products' information (don't forget to remove the dummy data from the first two rows):
Name
Description
Price
Unit
Reference
Quantity (not a stock management tool - this is used to create products sold in batches)
VAT Code (make sure the codes you use match those existing in your account - check in Settings > VAT percentages)
Import your filled-out spreadsheet.
Your products are created automatically.
If an error occurred, you'll be notified through a pop-up and a notification containing more details in your alerts (accessible by clicking the bell at the top-right of your screen).
Export your existing products
Select the products you want to export then click on Export.
Once the spreadsheet with your products is ready to be downloaded, you'll get an alert with a download link.
Tip:
This can be useful to quickly update your product catalogue. After downloading the spreadsheet of your products, update the products' information then import the updated spreadsheet.