Step 1: Access the Add Product Form
Navigate to Product Module > Product List from the left navigation menu. Click the blue "+ Add Product" button located at the top-left area above the product table.
Step 2: Enter Core Product Information
In the "Add New Product to CloudMA Bucket" form, fill out the required fields indicated with an asterisk (*):
Product Type*: Select the type (e.g., Standard, Combo, Digital, or Service).
Product Name*: Enter the item name as it should appear on customer receipts and invoices.
Product Code / Item Code*: Enter the barcode or SKU or use the generate icon to auto-generate a unique code.
Barcode Symbology*: Set the barcode format (typically Code 128).
Select the Product Brand & Category*: Choose the matching brand and category. Click the + button to create a new category or brand directly if it does not already exist.
Units*: Select the base Product Unit, Sale Unit, and Purchase Unit.
Pricing: Enter the unit cost (Enter Product Cost*), standard retail price (Enter Product Price/Selling Price*), and the lowest allowable threshold (Minimum Price*).
Alert Quantity: Set the reorder threshold to receive low-stock notifications.
Tax Details: Choose the Product Tax rate and set the Tax Method to either Exclusive or Inclusive.
Step 3: Configure Advanced Conditions and Save
Scroll down to apply operational rules and tracking conditions:
This product has variant: Check if the item has variations such as size, color, or style.
This product has different price / minimum price for different warehouse: Check if pricing fluctuates across physical branches.
This product has batch and expired date: Check for perishable goods, food items, or pharmaceuticals requiring batch tracking.
This Product has Production / This Product is material: Check for raw materials or internally manufactured inventory items.
This product has IMEI or Serial numbers: Check for serialized electronics and high-value hardware.
This Product has warranty: Check if the item carries a formal warranty period.
Click "Add to Bucket" at the bottom to finalize and save the record.
Step 1: Open the Import Product Window
Go to Product Module > Product List and click the "Import Product" button next to the Add Product button.
(Image Reference: image_54cfc0.jpg)
Step 2: Review Data Validation Rules and Download the Template
The modal outlines the column ordering and validation constraints:
Column Order: (name*, code*, type, brand, category*, sale_unit_code*, purchase_unit_code*, cost*, price*, is_batch*, is_serial*, minimum_price*, weight*, is_production*, is_material*, is_collectable*, product_details)
code*: Must be completely unique; duplicate codes are rejected.
name*: Must not include commas (,), quotes ('), or square brackets ([]).
category*: Must be valid; if it does not exist in the system, it will be automatically created.
sale_unit_code* & purchase_unit_code*: Must match units already created in the ERP (e.g., Pc(s), KG, BOX).
cost*, price*, minimum_price*: Must be plain numbers without currency symbols, commas, or letters (e.g., 500.50).
is_batch*, is_serial*, is_production*, is_material*, is_collectable*: Must only contain yes or no.
Click the teal "Download" button under Sample File to obtain the base .csv template.
Step 3: Upload and Process the Import File
Open the sample file in Excel or Google Sheets, insert your inventory data following the rules, and save it as a standard .csv file.
If importing product images, ensure the image files are uploaded directly to the server directory public/images/product, with each image file named identically to its product name.
Select the target file.Import Mode (e.g., Retail Mode).
Click "Choose File" under Upload CSV File * and select your completed CSV.
Click "Validate" to run automated error checking against the dataset.
Click "Submit" to complete the batch import into the ERP database.