Products
View and manage your organization's Purchase Items and Sales Items, including product categories, prices, and associated transaction information.
Products
View and manage your organization's Purchase Items and Sales Items, including product categories, prices, and associated transaction information.
Quick Start
The product management feature helps you centrally manage the products and services used in your organization. Products are divided into two types:
| Type | Description | Used In |
|---|---|---|
| Purchase Items | Products or services purchased from suppliers | Vendor Bills, Purchase Orders |
| Sales Items | Products or services sold to customers | Sales Invoices, Quotations |
On the App, you can view the product list, product details, and edit product names.
Detailed Guide
View Product List
Entry: App > Side menu > Products
The list displays all product records with the following features:
| Feature | Description |
|---|---|
| Type switching | Switch between Purchase Items and Sales Items |
| Keyword search | Search by product name |
| Category filter | Filter by product category |
Each product shows its name, category, and associated supplier/customer information.
View Product Details
Entry: App > Side menu > Products > Tap a product
The details page shows the full product information:
| Section | Content |
|---|---|
| Basic Info | Product name, category, unit, suggested unit price |
| Supplier/Customer | Associated suppliers (Purchase Items) or customers (Sales Items) |
| Transaction Records | History of associated document line items |
Edit Product Name
Entry: App > Product details page > Edit
You can modify the product's preferred name. The display name in the list updates accordingly after the change.
Common Scenarios
How do I check the purchase history for a product? Tap Side menu > Products, find the product you want and tap to open its details page. View all associated document line items in the Transaction Records section.
Want to change a product name? Open the product details page, tap the Edit button, change the preferred name, and save.
How does the system auto-recognize products when I upload a bill? When you upload a Vendor Bill or Sales Invoice, the AI recognizes product names in line items and automatically matches them to existing product records. After a successful match, it auto-fills the category and other information.
The following features require a computer: Create/delete products, merge/split/move products, inventory tracking, view management, clear unused products, data export, and line item deferred amortization configuration.
If you have any other questions, please contact our support team.
Vendors & Customers
Manage your company's vendors, customers, and payees (employees). Supports list browsing, detail viewing, creating, editing, and merging.
Approval Workflow
The approval workflow is the core mechanism in ccMonet for reviewing and authorizing documents. On the App, you can process pending approvals anytime, anywhere, with support for approving, rejecting, [adding approvers](#add-approver), and [reassigning](#reassign).