How to create an item or service

To build your product catalog in InnoBooks, create an item (a sellable product, with price, stock and taxes) or a service (a billable offering). The form is organized in tabs: you enter the basics and price on the Information tab, then assign GST and QST on the Taxes tab.

What you’ll need

An InnoBooks account with permission to create items
The Point of Sale module enabled if you want to show the POS options and POS category
Your company taxes configured (GST 5%, QST 9.975%) to assign them
A product photo (optional)

Steps

Start the creation
On the Item & Services page, click Create New, then choose Create new item (a product) or Services (an offering).

The Create New menu with the Create new item and Services options.
Enter the basic information
On the Information tab, add a photo, then fill in the Name (required), the Description and the Price. For an item, also complete the Price and stock section: Last buying price, Quantity, Minimum and Unit.
Set display options and POS category (item)
In Display options, check Show in POS or Show in MobileApp depending on your sales channels. You can also enable Price adjustable, Track inventory (online store) and Featured (online store). As soon as one of these POS boxes is checked, choose a POS Category (required).
Assign taxes
Open the Taxes tab. Check the applicable taxes (e.g. GST and QST). Check Tax included in the price if the price you entered already includes taxes. Missing a tax? Use Add another tax or the Manage taxes in settings link.
Save
Click Save. The item or service appears in the Item & Services list.

Tips & edge cases

An item represents a product (price, stock, taxes, POS options); a service only has a name, description, price and taxes — ideal for billing an offering or time.
The name must follow Revenu Québec (MEV-WEB) rules: 2 to 128 characters, no disallowed characters.
The POS Category becomes required as soon as Show in POS or Show in MobileApp is checked.
On the Taxes tab, you can check up to two taxes (e.g. GST 5% and QST 9.975%).
For an item, the Label and Gallery tabs let you add a barcode/label and extra photos (with the POS module).

Frequently asked questions

What is the difference between an item and a service?

An item is a product, with price, stock, taxes and POS options. A service only has a name, description, price and taxes, and is used to bill an offering or time.

Why is the POS Category required?

As soon as you enable Show in POS or Show in MobileApp, the item must belong to a POS Category to display correctly at the point of sale.

How do I apply GST and QST to an item?

Open the Taxes tab and check the taxes you need (up to two). If a tax is missing, use Add another tax or the Manage taxes in settings link.