This guide explains how to register a new product or service in ProcessFlex so it can be used in processes, sales, or internal management.
Accessing the Products Module
1. In the Main Menu, click on Products.
2. The Products and Services screen will be displayed, showing all registered items.
3. Click the + (Add) button in the upper-right corner of the screen.
This will open the form to create a new product.
Filling in the Product Information
On the New Products screen, complete the following information:
Basic Information
- NameName of the product or service.
- CodeInternal code used to identify the product.
- BarcodeProduct barcode (optional).
Item Settings
Select the options according to the type of item:
- ServiceCheck this option if the item is a service instead of a physical product.
- PerishableIndicates that the product has an expiration date or limited shelf life.
- For SaleDefines whether the product will be available for sale.
- Fixed CostIndicates that the item has a fixed cost.
Price
- PriceEnter the price of the product or service.
Saving the Product
1. After filling in the required information, click the Save button.
2. The product will be registered and will appear in the Products and Services list.
Finding a Registered Product
On the Products and Services screen, you can:
- Use the Name field to search for a product.
- View the list of registered products.
- Click the view icon to open the product details.
- Click the delete icon to remove the product.
💡 Tip: Use standardized names and codes to make it easier to search and organize products within the system.