QUICK STEPS
Adding a single product:
Go to Non-Inventory Products → Product List → Add New Product.
Select the vendor and category.
Optionally add a SKU number.
Enter the product name, coverage per unit of measure, and cost (optional).
Save.
Bulk import (most teams use this):
Go to Non-Inventory Products → Import Material List.
Download the product import template to see the required file format.
Format your file, then select the vendor and choose the file from your system.
The system maps each column — preview and make adjustments as needed.
Click Import Selected Products.
Importing B2B supplier products (integrated supplier catalog):
Check notifications in the top left for dropped-off vendor files.
Go to Non-Inventory Products → Import from B2B to see files from your vendors.
Click the download button, then Import.
Set your margin percent and you're done.
TIPS: 💡 Periodically check the Import from B2B module, not just notifications, so you don't miss files from your B2B vendors.
Remember: Non-inventory products are items you sell but don't track stock for — typically ordered fresh per job. Use individual add for one-offs, bulk import for larger lists, and B2B import for integrated supplier catalogs.