Edit products, services and stock

How to update your products, services and stock records in Sage Accounting.

It's easy to update the details of your individual products and services.

1. From Products & Services, select the relevant item from the list.
2. Select Edit.
3. Amend as required.
4. Click Save.

Apply destination VAT to relevant services

Add One Stop Shop (OSS) Services to report destination VAT on each service where destination VAT will apply.

1. From Products & Services, select the relevant service item from the list.
2. Select OSS Services.
3. Click Save.

Delete a product or service

You can delete unwanted items from your list so long as they've not been used on an invoice.

You cannot delete products and services you have included on an invoice. For products and services that you no longer buy or sell, make the records Inactive instead. This prevents them from being added to invoices in future.

1. From Products & Services, select the check box against items you want to delete.
2. Select the Delete button, and select Yes to confirm.

Add categories to stock, non-stock and service records

1. From Products & Services, select the relevant item from the list.
2. Select Edit.
3. Select the category. Learn how to create a category.
4. Click Save.

Make individual products or services inactive

You cannot delete products and services you have included on an invoice. For products and services that you no longer buy or sell, make the records Inactive instead.

This prevents them from being added to any sales or purchase documents in future. We keep all records of previous activity for the product or service, even after it is Inactive.

Simply select Active at any time to start using them again.

Make a record inactive or active

1. From Products & Services, select the relevant item from the list.
2. Select Edit.
3. From Item information, select the Inactive or Active check box as needed.
4. Click Save.