Products
Products are the items your business buys and sells. Use the Products page to manage your Product Catalogue.

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Navigate to Product Catalogue > Products. |
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Use the Quick and Advanced Search to help you find the product you’re looking for. |
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By default, products are ordered by Item Code (numerically, then A-Z). To sort by something else, click on the column heading. Click again to reverse the sort order. |
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The In Stock, Allocated, On Order, Free Stock, and Back Order columns help you to keep track of your Inventory at a glance. |
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Click Add New to add a new product to your Product Catalogue. |
Note:
The Products page is customisable so you can see the information that’s most important to you and your workflow.
Add a new Product
Note:
To create a new product, you’ll need to have appropriate User Access to the Product Catalogue module.
1. Go to Product Catalogue > Products.
2. Click Add New in the top-right corner.

Tip:
You can also create a copy of an existing product by opening the product, scrolling to the bottom of the page and selecting Functions > Copy Product. This creates a new product where you can edit the details as follows.
3. A new Product entry page will be displayed. Start by selecting/entering the details as required in the Products section.
Note:
You’ll need to complete all of the mandatory fields (marked with a *) before you can save the product.
Refer to Product field explanations for more information on each field.

4. Once all of the required details have been selected/entered in the Products section, scroll down and click Save before adding any of the information on the right-hand side.

Add other information to a Product
Use the other sections of the Product entry page to do the following:
- Assign the product to a Category, configure if the product is Serial Number Controlled or Batch Controlled, or add other information under Additional Information.
- Configure quantity-based pricing under Product Pricing.
- Add the supplier(s) you order the product from under Product Suppliers. You’ll need to do this to be able to add this product to a Purchase Order.
- Adjust the stock levels under Stock Adjustment.
- Record where the products are stored under Product Locations.
- Configure pack sizes under Pack Sizes.
- Upload Files associated with the Purchase Order under Files.
Product field explanations
Field | Mandatory? | Description |
Item Code | Y | Your SKU to allow you to identify each product uniquely. |
Product Description | Y | A description of the product. This will appear on printable documents such as Quotes. |
Barcode | N | When despatching or receiving goods using a barcode scanner, Workhorse will use this field to identify the product. |
Sell Tax Rate | Y | Select the Tax Rate that applies to this product from the drop-down list. |
Xero Account Code | N | Nominal Code in Xero for expenses. |
Xero Purchase Account Code | N | Nominal Code in Xero for purchases. |
Default Sell Price | Y | The retail price if no other prices or discounts are applied. |
Avg Cost Price | Automatic | The average price this product has been purchased for (based on Purchase Orders). |
Override Cost Price | N | Use this field to override the average cost price calculated by the system. |
Additional Costs | N | Use this field to record additional costs above the actual cost price. |
Unit of Measure | Y | Select the unit of measure the product is sold in from the drop-down list. |
In Stock | Automatic | The quantity currently in stock. |
Allocated | Automatic | The quantity currently allocated to Customer Orders. |
On Order | Automatic | The quantity currently ordered from Suppliers but not yet received. |
Free Stock | Automatic | In Stock minus Allocated. |
Back Order | Automatic | The quantity ordered on Customer Orders which cannot be fulfilled due to insufficient stock. |
Xero Ref | N | The reference number for this product in Xero. |
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