To send invoices, manage your inventory and have Direct Sidekick automatically calculate your Cost of Goods Sold (COGS) you must first add your products.

How to Add Products

There are two ways to add your products to Direct Sidekick.

  1. Import your product list.
    • Navigate to the main products page.
    • Click the “Import Products” button near the top of the page.
    • Click the “Choose File” button to load your file.
    • Click save to load.
    • Now, map Your Field Names to our corresponding Field Names. For example, maybe your list uses SKU for the products item number. You would then select item_no from the dropdown in the right column. Now we will import SKU as item_no which is correct.
    • Click import data and you are done! Note: you will receive an email with a list and reason if any of your products are not imported.
  2. Add products individually.
    • Navigate to the main products page.
    • Click the “New Product” button.
    • Complete the form and click save.

Still have questions? Send us a message!