Overview

In StockUnify, you can easily add products by:

  • Creating new products directly in the system
  • Importing products from Xero
  • Uploading products via a CSV file

Adding your products is the first step to managing your stock levels, tracking sales and purchases, and generating reports.

Create a New Product

You can create new products in StockUnify one by one from the Products module.

  1. Go to Inventory → Products
  2. Click New Product
  3. Fill in product details such as name, SKU, category, and price
  4. Click Save to create the product

After creating the product, you can initialize its stock level by creating a Stock Adjustment Order.

Learn how to create a product
Learn how to set the initial stock level

Import Products from Xero

If your StockUnify account is connected to Xero, you can import your existing products directly from Xero.

When importing, if the items in Xero are set as Tracked Inventory Items, their current stock quantities will also be imported into StockUnify automatically.

Learn how to import products from Xero

Import Products via CSV File

You can bulk import products using a CSV file. This method is especially useful when setting up your account for the first time or when migrating data from another system.

In the CSV file, you can include:

  • Product name and Code
  • Price and cost information
  • Default supplier
  • Barcode
  • Initial stock quantity
  • Batch/Serial numbers (if applicable)
  • Bin locations (if applicable)

Learn how to import products by CSV file

Next Step

Once your products are added, you can Start creating Sales Orders or purchase orders