An assignee can include used materials or sold products in a job, ensuring they are accounted for in the warehouse system. Since products are connected to services, we recommend adding services first before including products. For guidance on adding services, refer to the provided instructions.
Organize products into categories to streamline searches for your team. Categories can include up to three levels of subcategories.
To create a new category, navigate to Settings → Products and select the Categories tab. Then, click on the Add category button.
Add a category
In the new category window, enter the category details such as name, description, and external ID. If it's not the primary category, you can choose a parent category. Once completed, click the Add button to save.
Adding a new category
The new category will appear in the list.
An added category
Add categories and subcategories for your products.
Every product has a specific unit of measurement, which is used to quantify different types of items. For instance, cables are measured in meters, screws in pieces, and nails in kilograms.
To add a new unit, go to the Settings → Products tab and open the Units tab. Click the Add unit button.
Add a unit
In the new unit window, enter the unit's name, its code (e.g., "m" for meters, "in" for inches, etc.), and its external ID. Additionally, define the unit's decimal precision. For instance, for pieces, you can set the precision to "0 (integer)" since fractions of a piece are not possible. For meters, you might choose "2 (hundredths)" to allow for greater accuracy.
Unit external IDs may come in handy in case of an integration with a warehouse software via the API.
Click the Add button.
Adding a new unit
A new unit will appear in the list. Create all necessary units this way.
Added units
Now you can use units in products.
Go to the Settings → Products page and open the Products tab. Click the Add product button.
Add a product
In the new product window, enter the product details, including its name, description, GTIN, and external ID. Choose a previously added unit and category, and set the product's base price to enable accurate calculation of the total sales amount.
Adding a product
The new product will appear in the products list.
An added product
Add products to your Planado to use them in jobs.
Once products are added to Planado, they become accessible in the mobile app. Since products are linked to services, ensure your job includes services associated with the products for proper functionality.
To add products, go to the Services tab and add a service or provide a pre-ordered service.
The Services tab
In the new service tab tap the Add button next to the Used materials.
Add a product
The list of categories and materials will open.
Categories and materials list
Select a product.
An added product
After a product is added, you can specify its quantity.
Tap the Add or Save button to add the product to the service.
After you have added a product, its cost will be added to the job total amount at the bottom of the screen.
Total amount of services and products
Open a job in the web application to review the products and services associated with it.
Job products in the web application
The Services section allows you to review completed services, sold products, along with their quantities and prices. The total job amount can be accessed on the Jobs page.
Products and services total amount
You can export the total amount details to an XLSX file. For more information about the Jobs page and the export process, refer to the instructions.
If you need any help regarding the products or other Planado features, fill free to contact us at support@planado.app or on the support portal.