Add the first customer and product

Video planned: Add a customer, product, batch, and opening stock. Follow the written steps below in the meantime.

Duration: Planned: 7 minutes

Add a customer

1. Open Customers.
2. Choose Add customer.
3. Enter the name and at least one reliable contact detail.
4. Add address, GSTIN, credit terms, and opening balance only when known.
5. Save and verify the new ledger.

Add a product

1. Open Inventory and choose Add product.
2. Enter the product name, category, unit, HSN/SAC, tax rate, selling price, and purchase cost.
3. For controlled or expiring stock, add batch, expiry, and license details.
4. Enter opening quantity only after physically checking stock.

Avoid duplicate customers and products. Search before creating a record.

Transcript

The planned video will demonstrate the written customer and product steps and explain required fields.

Next: Create the first sale.

Owner: EntryBook Product TeamLast reviewed: 2026-08-21Applies to: Web and mobileVersion: EntryBook 1.x

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