How to create a product

From here, you can carry out all types of tasks related to managing your products, as well as issuing documents.

Each product stores the category, the reference, the description, the type, the price, the unit of measure and the tax you want to apply to it - and becomes available to pick on the lines of your documents.


Follow these steps:

1. In the left-hand side menu, go to the Products section and click on Products.

Moloni ON side menu with the Products section open and the Products option highlighted

2. Click on Create product.

Product listing with the Create product button highlighted in the top right corner

3. Enter the requested information such as category, reference, description, type, price without VAT and unit of measure. The remaining fields are optional.

Create new product form with the product details filled in

4. If you wish to add a tax, go to the Tax tab.

Product form with the Tax tab highlighted

5. Select the tax to be applied to the product.

Tax tab with the Select tax field highlighted

6. Click on Save.

Product form with the Save button highlighted in the top right corner

How to create a category


Follow these steps:

1. In the left-hand side menu, go to the Products section and click on Categories.

Moloni ON side menu with the Products section open and the Categories option highlighted

2. Click on Create category.

Product categories page with the Create category button highlighted in the top right corner

3. Enter the name to be assigned to the category. The remaining details are optional.

Category form with the Name field filled in and highlighted

4. Click on Save.

Category form with the Save button highlighted in the top right corner