Oops! Something went wrong while submitting the form.
Products track items like load weights or consumable quantities, aiding accurate records and streamlined inventory.
Products in TaskPilot are recorded items that may or may not have an invoice value. These could include recording the weights of loads or tracking the number or length of consumable products. Managing your products efficiently helps in keeping accurate records and streamlining inventory processes.
This guide will walk you through the steps to create new products, make changes to existing ones, and delete products that are no longer needed. Follow these instructions to ensure your product records are up-to-date and correctly managed.
Log in to your TaskPilot account. In the sidebar menu on the left, click on Resources and select Product from the dropdown menu.
On the Products page, click the blue ‘+’ button located in the top right corner. A modal will appear where you need to fill in the general information about the product:
Once all fields are filled, click the Add Product button to save your new product.
Scroll through the list or sort by Name column to locate the product you want to edit. Hover over the product’s name to reveal the Edit icon on the right. Click the Edit icon to open a modal where you can update the product’s information. After making the necessary changes, click Save to apply the updates.
Scroll through the list or sort by Name column to locate the product you want to delete. Hover over the product’s name to reveal the Delete icon on the right, then click on it. Confirm that you want to archive the record, and it will be removed from your product list.
Managing products on TaskPilot is easy and efficient. For more detailed instructions or to explore additional features, check out our comprehensive guide. Happy managing!
