How to Use the Products Page in Workelect

The Products page is the catalogue that powers quotes, jobs, invoices, stock, and purchasing. Clean product setup here saves time everywhere else in the system.

A little preparation makes this page much easier to use.

• Set up the supplier contacts you need if the products will be purchased from external vendors.

• Set default sales and cost prices.
• Add suppliers to products for purchasing and replenishment.
• Create new products or update existing ones.
• Bulk upload product data when large catalogues need adding or refreshing.

1. Set the default cost and sale prices so financial values stay consistent across quoting and invoicing.
2. Attach the right suppliers to each product before replenishment or purchase ordering starts.
3. Create or edit the product record with names, stock details, and any supporting data you need.
4. Use the bulk upload workflow when you need to add or update many products at once.