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# How to Add a Product or Service in COUNT

Adding products and services in COUNT ensures your catalog is well-organized and easy to manage. Whether you're selling physical goods or offering services, this step-by-step guide will walk you through setting up items, assigning prices, and ensuring accurate tracking of inventory and sales.

## Step-by-Step Guide to Adding a Product or Service

1. ****Navigate to Products & Services****

From the main dashboard, go to ****Sell > Products & Services****.

2. ****Click "Add a Product or Service"****

In the top-right corner of the screen, click the ****Add a Product or Service**** button to open the product/service entry form.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/8/6/a/a86a1b8868da8000/a770c1bb-fa72-478c-83dd-9b5757_m2spwm.png)

## Filling in Product or Service Details

****Enter Basic Information****  
Start by filling in the basic details for your product or service.

* **Product / Service Name ***: Enter the name of the product or service.
* **Pricing Method ***: Select whether the pricing will be based on a ****Per Unit**** or ****Per Hour**** basis.
* **Currency ***: Choose the currency used for pricing.
* **Status ***: Mark the product/service as ****Active**** or ****Inactive**** depending on whether it’s currently available for sale.

## Optional Configurations

Depending on whether you're adding a product or a service, you may want to enable additional features for accurate tracking and billing.

****Enable Additional Features****  
Checkmark one or more of the following features to provide more detail:

## 1. Sales Information

* ****Sell Price (Per Unit or Hour)****: Enter the price at which you sell the product or service to customers.
* ****Income Account****: Select the appropriate ****Income Account**** from the dropdown to categorize sales revenue.
* ****Description****: Provide a description related to the sales of the product or service for internal use.
* ****Default Taxes****: Select any relevant taxes that should automatically be applied when this product or service is invoiced.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/f/8/f/af8fd0787a324800/6706cf14-cd35-4aca-aa1e-ea302e_11jygcz.png)

| Pro Tip: Accurate sales information ensures that revenue is correctly categorized and reflected in financial reports.

## 2. Purchase Information

* ****Purchase Price (Per Unit or Hour)****: Specify how much it costs to acquire the product or service.
* ****Expense Account****: Select the appropriate ****Expense Account**** category from the dropdown menu to categorize your purchasing costs.
* ****Description****: Provide a brief description related to the purchase details for internal use.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/7/a/577ad3febbb70000/e6a350d7-37ec-4b67-a49b-81e329_k9k7yh.png)

| Pro Tip: Assigning the correct expense account helps with cost tracking and ensures accurate accounting.

## 3. Inventory Tracking

* ****Inventory Tracking****: For physical products, enable this feature to track stock levels. Enter the initial ****Stock Quantity**** you currently have on hand.

![](https://storage.crisp.chat/users/helpdesk/website/-/8/a/8/2/8a82400e4023d800/28db2268-b70f-414a-9a3b-3207da_uplmwy.png)

| Pro Tip: Keeping inventory levels updated will allow COUNT to automatically adjust stock levels whenever you create estimates or invoices.

## 4. Time Entry Service

* ****Time Entry Service****: If this is a service that’s billed based on hours worked, check this option. This feature will allow the service to be included in timesheets and billable hours.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/1/f/ab1f89343c7b2000/6124f70e-71d3-4848-a6d2-37b3c6_167uhg1.png)

| Pro Tip: Enable this feature for consulting services or other time-based activities to ensure you’re accurately tracking hours for billing.

## Additional Notes:

****Notes****  
Add any additional internal notes regarding the product or service. This section is for internal use only and won’t appear on customer-facing documents. Use it to track special instructions, details, or reminders about the product or service.

## Final Step

****Click Update****  
Once all the necessary information is filled out, click ****Update**** to save the product or service. Your new item will now appear in your ****Products & Services**** list, ready for use in invoices, estimates, and inventory tracking.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/2/c/fe2c758825e5b800/8c3cd636-f104-4dbb-b5e2-bfd957_xb6b94.png)

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By following this guide, you can efficiently add products and services in COUNT, ensuring accurate pricing, inventory management, and financial tracking. Keeping your products and services up-to-date will help streamline your business processes and reporting.