CaptainBiz Video Adding Products on Captainbiz

Welcome to CaptainBiz! In this tutorial, we’re thrilled to guide you through the essential steps of adding products to your CaptainBiz account. Whether you’re a seasoned user or just getting started, this guide will ensure you can efficiently manage your products and services. Let’s embark on this journey together!

How you can register yourself on Logo CaptainBiz business software.

How to add your company details in Logo CaptainBiz business software.

How to create party in Logo CaptainBiz business software.

How to do document sequence & settings in Logo CaptainBiz business software.

How to add Bank Account in Logo CaptainBiz business software.

How to add Cash account in Logo CaptainBiz business software.

How to Add Product in Logo CaptainBiz business software.

How to Add Service in Logo CaptainBiz business software.

How to create Purchase Order in Logo CaptainBiz business software.

How to Create Purchase Invoice in Logo CaptainBiz business software.

How to Create Purchase Invoice Payment in Logo CaptainBiz business software.

How to create Sales Order in Logo CaptainBiz business software.

How to create Sales Invoice in Logo CaptainBiz business software.

How to create Sales Invoice collection slip in Logo CaptainBiz business software.

How to do stock transaction in Logo CaptainBiz business software.

How to create a Service Purchase Invoice in Logo CaptainBiz business software.

How to add new user in Logo CaptainBiz business software.

Once your company profile is set up, it's time to enrich your CaptainBiz account with the products or services you offer. Follow these straightforward steps:

Navigate to 'Product/Services' in the left-side menu.
Select 'Product' from the dropdown menu.
Click on the 'Add New Products' icon on the right.

In the pop-up, provide essential details like product code, name, GST rate, unit, and HSN code. Optionally, add a barcode, and set the currency to 'INR.'

Step 1

Add Products/Services

Now, let's dive into fine-tuning your product details

Enter tax-included and tax-excluded unit prices.
Add purchase prices.
Include extra taxes under 'CESS’ if applicable.
Enable 'low stock warning' and set a threshold.
Differentiate products by 'brand' and 'category.'

This streamlined process ensures you efficiently add all the products you're offering.

Step 2

Set Other Details

For those who prefer the convenience of Excel, follow these steps

Click 'Excel Import.'
Select 'Product Default Template' and download the default template.
Fill in the template with product details.
Upload the updated Excel template under 'Excel Import.'

Step 3

Import Product Details from Excel

Enhance your product management using filters

Click on 'Filters.'
View product details date-wise, category-wise, brand-wise, and quantity-wise.
Search for products based on availability.
Filter products by 'Product Status' (active or inactive).

Step 4

Using Filters

If you need to export product details

Click on 'Excel Export.'

Step 5

Export Product Details to Excel

Maximize the 'Action Option'

Edit, delete, or view transaction details.
For detailed transactions, click on the 'Transaction' option for a specific product.

Step 6

Action Option

For those offering services

Select 'Services' under 'Products/Services.'
The barcode option is replaced by an automatically generated 'service code.'
Utilize import/export and bulk price update, similar to product management.

Step 7

Option for Service Providers

Now, let's delve into stock transactions

Select 'Stock transaction' from the 'Products/Services' dropdown menu.
Track product movement based on invoice details.
Enter opening stock or adjust stocks using 'stock in/out.'
Choose 'stock adjustment,' 'input slip,' or 'opening stock' for stock in.
Similarly, select 'stock out,' and choose 'usage slip,' 'stock adjustment,' or 'scrap slip.'
Click 'save' after making any changes.

Step 8

Stock Transactions

Congratulations! You've completed the tutorial on adding products to CaptainBiz. Stay tuned for more videos on optimizing CaptainBiz for your business. Happy managing!

CaptainBiz In Media

Customer Testimonial

"We'll surely recommend CaptainBiz to everyone who is looking at the most effective GST ready billing and Accounting software. From sales order and invoicing to payments – we now handle all transactions with one software. Our sales, purchase and accounts team has access to the same accounting data which has greatly eliminated billing errors, improved data accuracy and strengthened the revenue recognition process. It comes in very handy for daily billing. Thanks to CaptainBiz."

Stellant Communications 21. June, 2023.

"We are distributors of confectionery items based out of Bihar. Our billing used to happen manually over the years until Vyapari helped us to automate the entire billing process. Am raising my purchase and sales invoices through a mobile app with ease and it’s no more a time consuming task for us. Thanks to CaptainBiz for streamlining how business works"

Jai Maa Santoshi Traders 12. May, 2022.

"CaptainBiz is for anyone who is looking for a fast and error-free generation of GST invoices and reports. It keeps a track of every detail such as the inventory, loss statements, accuracy of income, profit and loss accounts and cash flow statements of your business. It has made me run my business without any hassles and has saved a lot of my time. I would recommend this to everyone who is too busy to keep track of everything manually."

Digital Beej 11. November, 2023.

Frequently Asked Questions

Can I import product details for more than 1000 products at once?

Currently, CaptainBiz supports importing details for up to 1000 products in one go. For larger quantities, consider batching your imports.

How can I track the stock movement of a specific product?

Navigate to 'Stock transaction' and select the product of interest to track its movement based on invoice details.

Is there a way to undo changes made during stock transactions?

Unfortunately, CaptainBiz doesn't support an undo feature for stock transactions. Exercise caution and double-check entries before saving.

Can I customize the low stock warning threshold for each product?

Yes, you have the flexibility to set a unique low stock warning threshold for each product based on your business needs.

What should I do if I encounter issues during the import/export process?

If you face any challenges or require assistance, feel free to reach out to our support team. We're here to help you navigate any hurdles in the import/export process.