In Wello, a “product” (also called part or article) is anything you can:

In Wello, there are two types of products.

Before creating any product, it’s important to configure key settings that define how your products behave and appear in the system.

To do that, go to Settings, then select the Product menu. You will find several tabs to configure your products.

In the Status tab, define the different statuses your product needs.

For example, these statuses can indicate whether a product is Active, Available, or In Stock.

Use the Add button to create your product statuses.

In the Categories tab, create product categories to organize products, making it easier for technicians to find the correct product.

Subcategories can also be defined for each category.

For example, categories can be created for Electrical Components and HVAC Parts.
Within the Electrical category, a subcategory such as Capacitors can be created.

Use Add New to create categories and subcategories.

In the Marketing Status tab, define the marketing status for products. It may be to Indicates if the product is Available in Market or not.

In the Price Lists tab, Wello allows the creation of multiple price lists. This is useful when different rates are charged for different customers.

For example:

Use the plus (+) icon to add a price list and set a default price list.

Each customer should be linked to a price list.

The default price list is automatically selected when creating a new customer and is applied to customers without a specific price list assigned.

Product Groups provide another way to organize products. Product Groups and Subgroups can be created to classify products and work similarly to categories.

For example, product groups can be used to classify products by job function or type.

Use the plus (+) icon to create the product groups and subgroups required for business operations.

Product groups and their subgroups will appear in their configured order. They are displayed in the order of their ranking, which is managed in the Product Group tab. Each product group is assigned a ranking from 01 to 06, and you can adjust their order using up and down arrow icons on each product group in the grid.

The up arrow moves a product group higher in the ranking, while the down arrow moves it lower. The up arrow is disabled for the top-ranked group, and the down arrow is disabled for the lowest-ranked group. When a new product group is created, it is assigned the next available ranking number. Changes to ranking are made by clicking the respective arrow icons, which swap the positions of the product groups accordingly.

Note: You can create a maximum of six product groups. If you attempt to add more than 6, a notification will appear indicating that the limit has been reached.

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In the Units of Measure tab, define how products are measured.

By default, Wello includes Metric and Imperial systems.

Additional units can be created using the + icon and are added under the Other section.

Examples include Box, Meter, and Piece.

When creating a product, the appropriate unit of measure can be selected.

In the Custom Fields tab, custom fields can be created to capture additional information that is not available by default.

These fields appear in the Extra Information section when creating a product, allowing additional details to be stored.

Use the Add button to create a custom field.

Once all settings are configured, product creation can begin.

Go to Products in the Navigation Bar and select Product. This opens the product page. Click Add New Product to open the product creation screen.

When the Create Product screen is opened in Wello, the following sections are displayed:

Begin by uploading a Main Image, which helps visually identify the product.

Enter the Part Number, Part Name, and a helpful Part Description.

Select the Product Status and Marketing Status.

Note:
The Part Name and Part Number are required.
The Part Name and Description are multi-language text fields, allowing product names and descriptions to be defined in all active languages within the environment.

If the product has a barcode, enter it here.

Enter the warranty period if applicable. The default value is 12 months. You can change it based on your company warranty policy.

Add a replacement part if the item is interchangeable.

Stock / Service product toggle.

Note: When creating a new product, it will be by default a stock product. If you’re creating a service product, under additional information section during product creation, you need to toggle it to service product then select any of the service type you want to create.

Serialized (Stock Products Only): A Checkbox label called Serialized which is shown only when you are creating a Stock Product. If selected, each item will be tracked via a serial number.

This section describes the physical dimensions and measurement units of the product. Enter the product dimensions and unit of measure - length, width, height, volume, and mass.

Set the quantity available as well If you are creating a stock product, for service product the quantity can be ignored as service product does not use quantity or stock.

Note: Dimensions like height and weight also aren’t required for service products.

There are two key price concepts:

The Pricing grid lets you manage different prices for each price list (and possibly each organization). It has a header row with a + (Add) icon to create a new price line and a row for each active price list. The pen icon in a column in each price list is to add price to the pricelist.

Click the pen icon (edit) on a pricelist, a Pricing pop-up appears.

Organization: Shown only in multi-organization environments. If single-organization, the system uses the user’s organization automatically.

Note: Clicking Cancel closes the popup without saving.

In the attachment section, upload files such as manuals, technical sheets, safety data sheets, warranty document, extra images related or important to the product you are creating. The main product image is still managed above in the Product information section, but extra images and documents go here.

All custom fields created for products are displayed in the Extra Information section and can be used to store additional company-specific data.

Click Save to complete product creation. The product (stock or service) is then ready for use.

Note: To create multiple products consecutively, enable Create Another before saving.

When a Service Product is created using an Hour Article, it must be linked to a Billable Hour Type. This can be done immediately you create a service product with an hour article as the system will notify you or users can go to Settings > Manage Time, open the Billable Hours tab, click Add, enter a name, select the hour article service product, and click Save.

This completes the process for creating both Stock and Service products in Wello.

A stock product is a physical item that is held in inventory (stock). It can be received, stored, picked, and consumed, and may optionally be managed using serial numbers (serialized).

Examples:

A service product does not use stock and is not a physical item. Instead, it represents services or fees billed to customers.