Creating Your First Product
A step-by-step walkthrough of setting up a product in Caska — from adding inventory ingredients to configuring pricing, costing, and stock tracking.
This guide walks you through setting up a product from scratch in Caska, including linking it to your raw material inventory so stock and costing work automatically.
Before you start
Make sure you've added the raw materials and packaging for this product in the Inventory module first. The recipe step links to your existing inventory items, so they need to exist before you can attach them.
If you haven't added inventory yet, see Managing Inventory.
Step-by-step
Go to Products and click New Product
Click Products in the main navigation, then + New.
Enter the product name and category
Give the product a clear name — this is what appears in order forms and dropdowns. Assign a category if you've set them up under Settings → Products → Categories.
Set pricing and units per sellable unit
Enter your sellable unit price and the number of individual units per sellable unit. eg. A product is sold by the case and contains 12 individual units.
Add a product image
Optional, but recommended if you want visual identification in lists.
Add SKU and identifiers
Optionally add a SKU, GTIN, or barcode. These are useful for retail buyers and label generation. See SKU, GTIN, and Barcode Fields for details.
Add Additional Details
Enter any additional information you desire for your product - description, GS1 or Web link and shelf life. Optionally, complete any custome fields you may have set up.
Build the recipe
Scroll to the Inventory per Sellable Unit section. Add each ingredient used to make a completed sellable unit, this is usually packaging types of inventory items like boxes or bags.
Then move onto the Recipe section. In this section you'll enter the ingredients for one batch or recipe of your product and indicate how many individual units are created in each recipe.
- Click Add Ingredient
- Select the inventory item
- Enter the quantity used per recipe or batch
Repeat for each category of inventory items you have in your account. (Optional) enter the amount of labour in hours per batch or recipe and the number of employees required. As you add ingredients, the estimated costs and margins calculate automatically.
Make sure your inventory items have accurate unit costs before building the recipe. The cost-per-unit figure is only as accurate as what's entered in the Inventory. If you have enabled labour costing in your account settings, ensure acurate labour costs are entered in the settings.
Save
Click Save. Your product is now live and available in order forms.
After saving
- Set your product sort order by dragging it into position in the product list — this controls where it appears in order forms
- Add any custom fields specific to your business under Settings → Custom Fields → Products
- If this product is seasonal or not yet ready, mark it inactive to hide it from order forms until you need it