Cashvio Docs

Products

How to create, manage, and organize your products including variants, pricing, images, and inventory tracking.

What is a Product?

A product is an item you sell. Each product has a name, belongs to a category, and can have multiple variants (versions with different sizes, colors, etc.). Products are the core of your catalogue and are used when creating orders.

How to Add a New Product

  1. Go to Catalogue > Products in the sidebar.
  2. Click Add New Product.
  3. Choose your creation method:
    • Quick Create — A simplified form for simple products
    • Full Form — A multi-step wizard for products with variants and detailed configuration

Step 1: Product Information

Fill in the basic details:

FieldDescription
Product NameThe name of the product
DescriptionAn optional description
CategoryThe category this product belongs to
StatusActive (visible and sellable), Draft (hidden), or Archived (no longer available)
Tax CategoryThe tax classification for this product (overrides store-level tax settings)
Tax RateThe tax percentage applied to this product (can be different from store default)
Tax IncludedToggle to indicate if the selling price already includes tax
Track InventoryWhether to track stock levels for this product
Product TagsOptional tags for organizing and filtering products (e.g., "sale", "new", "featured")

Step 2: Variants and Pricing

Configure the product variants:

  • Select which options apply (e.g., Size, Color)
  • For each variant, set:
FieldDescription
Variant NameAuto-generated from option values (e.g., "S / Red")
SKUA unique stock keeping unit code
Selling PriceThe price the customer pays
Cost PriceYour cost to acquire the product (required for accurate profit calculations)
Unit of MeasureHow the product is sold: kg, g, L, m, pcs, unit, m², m³, or other custom unit

Important

Cost Price is essential for profit reporting. Without accurate cost prices, profit calculations in the Reports section will be incorrect.

Step 3: Product Images

Upload images for the product:

  • Multiple Images — Add up to multiple images per product
  • Primary Image — Set the main image shown in product lists and as the default
  • Image Order — Reorder images by dragging (the first image is the primary)
  • Alt Text — Add descriptive alt text for each image for accessibility and SEO

Tip

Use high-quality images and descriptive alt text to improve your product's visibility in search results and provide better accessibility.

Step 4: Store-Specific Pricing (Multi-Store)

If you have multiple stores, you can set different prices for each store:

  1. After creating the product, go to the Pricing section.
  2. Click Add Store Price.
  3. Select the store and enter the selling price for that store.
  4. Repeat for each store that should have a different price.

If no store-specific price is set, the product uses the default selling price for all stores.

Click Save to create the product.

Viewing Your Products

The Products page shows a filterable list:

  • Search by product name
  • Filter by category or status (Active, Draft, Archived)
  • Each row shows the product name, category, SKU, status, price, and variant count

Click on a product to view its full details.

Editing a Product

  1. Click on a product from the list.
  2. On the Product Details page:
    • Click Edit to modify basic information (name, description, category, status, tax settings, tags)
    • Click Edit Images to manage photos (add, remove, reorder, set primary, add alt text)
    • Click Edit Pricing to modify store-specific prices
    • Click Add Variant to add a new variant
    • Click on a variant to edit its price, cost price, SKU, unit of measure, or stock

Managing Product Tags

Tags help you organize and filter products:

  • Add Tags — Enter tags separated by commas (e.g., "sale, featured, new")
  • Filter by Tags — Use tags to quickly find products in the product list
  • Tag Management — Edit or remove tags from the product edit page

Tags are useful for creating product collections or running promotions on specific product groups.

Product Statuses

Each product has a status that controls its visibility and availability:

StatusMeaning
ActiveThe product is visible in the catalogue, can be added to orders, and appears on the online storefront
DraftThe product is saved but not visible to customers or in order creation. Use this for products you're still working on
ArchivedThe product is no longer available for sale, but its history is preserved. Archived products don't appear in product lists but remain in order history

You can change a product's status at any time from the product details page.

Tax Settings per Product

Each product can have its own tax configuration, which overrides store-level tax settings:

  • Tax Category — Classify the product for tax purposes (e.g., Standard, Reduced Rate, Zero Rate, Exempt)
  • Tax Rate — Set a specific tax percentage for this product
  • Tax Included — Toggle this if your selling price already includes tax (the system will calculate the tax-inclusive amount correctly)

Note

If you don't set product-specific tax settings, the product will use the store's default tax configuration. See Pricing & Tax Calculations for more details.

Inventory Tracking

If Track Inventory is enabled for a product:

  • Each variant's stock level is tracked per store
  • Stock decreases when an order is completed
  • Stock increases when inventory is adjusted or purchase orders are received
  • Low stock alerts appear when stock falls below the reorder point (see Stock Management)

If inventory tracking is disabled, the product is treated as always in stock.

Tip

Set up your categories and options before creating products. This makes the product creation process faster and more organized.

Deleting a Product

  1. Open the product details.
  2. Click Delete.
  3. Confirm the deletion.

Warning

Deleting a product removes it permanently. Orders that included this product will still show the product name in their history.