How to Add Products and Services in eCount ERP – Step-by-Step Guide

📦 How to Add Products and Services in eCount ERP

Follow these steps to create new product or service items, set up stock options, and enable batch or serial tracking.

1️⃣ Open the Product Master

1. Navigate to Master > Product from the main menu.
2. Click the Add button to start a new item.

2️⃣ Enter Basic Item Details

• Product Name – the full name of the item.
• Alias – name that appears on printed documents (optional).
• Product Code – code used for quick search. To enable code search, go to Setup > Branch Setup > General Entry and tick Search via product code.
• Product Group – select an existing group or press F2 to add a new one.
• Commodity – choose the tax classification (e.g., GST 18%).
• HSN / SAC – enter the appropriate code for tax reporting.

3️⃣ Define Pricing and Units

• Brand, Category, Type
• Purchase Unit & Purchase Rate
• Sale Unit, Sale Rate, and MRP

4️⃣ Set Stock Preferences

• Minimum Stock – value that triggers a low‑stock alert on the dashboard.
• Opening Quantity & Amount – initial balance for the item.
• Check Stock Required (default = Yes) to enable inventory tracking.

5️⃣ Enable Batch or Serial Number Tracking (optional)

1. Go to Setup > Company Setup > Advanced > Stock Setup.
2. Check Batchwise Stock Required to manage items by batch.
3. Check Serial Number Stock Required to track each unit individually.
4. If location tracking is needed, enable the corresponding option in the same screen.

6️⃣ Add an Image (optional)

Upload a product image to help identify the item visually.

7️⃣ Save the Item

Click Save. The new product/service is now available for invoicing, purchasing, and reporting.

🚀 Quick Tips

• Use the F12 key (Fast Track) to open the product master directly from invoice or purchase entry screens.
• To import many items at once, prepare an Excel file and use the Import Product function (see the dedicated import guide).

❓ Frequently Asked Questions

1. Can I add a product directly from the invoice screen?

Yes. Press F12 (Fast Track) while on the invoice or purchase entry screen to jump to the Product Master and add a new item.

2. What is the difference between Alias and Product Name?

Product Name is the official name stored in the system. Alias is the name that appears on printed documents such as invoices or receipts.

3. How do I enable search by product code?

Open Setup > Branch Setup > General Entry and enable Search via product code. After that, you can find items using the code field.

4. Do I need to enable batch/serial tracking for every product?

No. Enable these options only for items that require batch or serial control. The settings are global; you can still create items without them.

5. Where can I see low‑stock alerts?

Low‑stock alerts appear on the eCount dashboard and can be viewed in the Reports => Stock Register => Minimum Stock Report.