Manage products on web and mobile
Authorized managers and custom-role members can add and edit products in both the web dashboard and the Trurep mobile app. Product management is not a web-only feature. The Manage products permission and the workspace’s active product access determine availability; a Manager label or Record sales permission alone does not grant catalog editing.
- The organization’s catalog is shared across its branches. Switching branch does not create a separate product catalog.
- Products used for recorded sales or deliveries have a name, sale unit, and price. Optional SKU, brand, and category help distinguish items.
Web: open the catalog from the sidebar
- For FMCG, Pharmaceutical Distribution, Building Materials, Cosmetics, Footwear & Apparel, or Other, open Sales & accounts → Products.
- For Insurance, Education, or Finance, open Contacts & records → Sales catalog. Fleet uses Sales & Customers → Products. Expand the sidebar section if it is collapsed.
- Choose Add product. Enter Product name, Selling unit (or Unit for Fleet), and a positive Price per selling unit (or Price per unit) in NGN; fill optional SKU / product code, Brand, and Category if needed.
- Choose whether the product is available for new sales or deliveries, then choose Add product. To change an existing item, choose Edit product and then Save product.
Mobile: open the menu, then add a product
- In the mobile app, tap Menu, the three-line button. For a permitted manager or custom role, open Sales & products → Products.
- For Insurance, Education, or Finance, use Menu → Sales & sales catalog → Sales catalog. If your menu is short or the group contains one item, Products or Sales catalog can appear directly under Menu.
- Tap Add product. Enter Product name, Sale unit, and Price per sale unit (NGN). SKU / product code, Brand, and Category are optional. Check the Active switch.
- Tap Save product. To edit an item, open its card → Product details → Edit product icon, change the details, and tap Save product.
Mobile saves and sync status
Mobile product creation and editing can be saved on the device when disconnected or when a temporary connection problem prevents confirmation. The message “Product saved on this device. It will sync automatically.” confirms a local save, not server acceptance.
- Product cards show Waiting to sync for pending changes and Needs review for changes needing attention. Managers and custom roles do not have a Profile → Sync queue shortcut in this release.
- Reconnect in the original account and workspace, pull down to refresh the catalog, and let pending changes sync. If Needs review persists, ask your administrator or support to investigate; a permanent permission or validation refusal is not bypassed by offline mode.
- Ask agents to refresh their customer and product lists while connected before using an updated catalog offline.
If Add product or Edit product is missing
Check the selected organization, subscription, and role. Ask an organization-wide owner or administrator to review Manage products for your role; do not conclude that mobile product creation is unavailable. Sales-only office staff and ordinary field users can select products without receiving catalog management.
- Inactive products remain in past sales and deliveries but are not available for new selections.
- Recorded sales retain product and price snapshots; later catalog edits do not silently rewrite accepted sales.
- Use distinct product names or SKUs for each sellable pack size, unit, size, or colour.