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Create Product Categories and Products

Products are shared by POS, invoices, procurement, location stock and the public store. Categories keep that catalog easier to browse.

Create a category

Section titled “Create a category”

Open Catalog & Inventory → Product Categories.

Add a product category
  1. Select Add Category.
  2. Enter Category Name. Add a slug only when you need one different from the generated value.
  3. Set Sort Order, add an optional description and choose a suitable featured image.
  4. Keep Active on when the category should be available for current catalog use.
  5. Save the category.

You can edit a category or change its status later. The current screen does not provide a delete action.

Create a product

Section titled “Create a product”

Open Catalog & Inventory → Products, then select New Product.

Add a product
  1. Enter Product Name, then select its Category.
  2. Add a unique SKU and, when used by your business, a barcode. Yepsta does not configure barcode-scanner hardware.
  3. Enter the HSN Code and GST % that your business has verified.
  4. Enter Purchase Price, Regular Price and an optional Sale Price. Confirm that the selling values reflect your intended customer price.
  5. Set a Low Stock Threshold.
  6. Turn Track inventory on for a physical item whose quantity Yepsta should control. Add Opening Stock when creating the product, if appropriate.
  7. Add a short description, long description, featured image and optional gallery images.
  8. Keep Keep product active on when the item should be available to current sales and public-store workflows, then save.

The current Product Manager creates products individually; it does not expose a product-variant setup workflow. Create separate products only when each sellable option needs its own identity and stock record.

What the settings affect

Section titled “What the settings affect”
  • Track inventory on: stock is maintained by location and supported movements can increase or decrease it.
  • Track inventory off: Yepsta shows the product as Not Tracked and does not enforce a quantity balance for it.
  • Opening Stock: creates the first stock movement for a tracked product at the selected location. It is available during creation, not as an ongoing edit field.
  • Low Stock Threshold: supports Out of Stock, Low Stock and Healthy indicators in Product Manager.
  • Active: controls current catalog availability. Inactive products are not offered in current sales or public-store product lists.

Edit safely

Section titled “Edit safely”

Open the product from Product Manager, update the required fields and save. Correct minor descriptive or pricing details in place. If a material identity change would make past invoices, purchase records or stock history misleading, deactivate the old product and create a replacement instead.

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