Creating a product or service

The product catalogue is the library of items you offer your customers. Each registered product or service contains the price, VAT rate, and associated SYSCOHADA account — this speeds up entry of quotes and invoices and guarantees correct accounting allocation from the moment of creation.

Accessing the form

In the main menu, click Catalogue → Products → New product button at the top right.

Creating a product or service step by step

1. Enter the reference and name

   Field	Required	Description
   Internal reference	No	Internal product code (e.g. AUDIT-Q1, FORM-J, PHARMA-001)
   Name (FR)	Yes	Product name as it appears on quotes and invoices
   Name (EN)	No	Optional English translation (displayed on bilingual documents)
   Unit of measure	No	Unit (piece, hour, day, kg, lot, package, etc.)
   Commercial description	No	Descriptive text displayed on quotes and invoices

2. Set the price and VAT

   Field	Required	Description
   Unit price excl. VAT	Yes	Pre-tax amount in XAF (e.g. 850,000 XAF)
   VAT rate	Yes	Applicable rate based on the nature of the product

   Common VAT rates in the OHADA zone:

   Rate	Usage
   19.25%	Standard VAT — Cameroon
   18%	Standard VAT — Côte d’Ivoire, Senegal (UEMOA)
   0%	Exempt products, exports, healthcare sector

   Tip

   If your VAT rate does not appear in the list, configure it first in Settings → VAT, then return to create your product.

3. Associate the SYSCOHADA accounting account

   Two accounts can be set depending on the use of the product:

   Sales account (70x) — required for invoicing:

   Account	Nature
   701xxx	Sales of goods
   706xxx	Services
   707xxx	Ancillary income (rental, commissions…)

   Purchase account (60x) — to be set if the product is also purchased for resale:

   Account	Nature
   601xxx	Purchases of goods
   604xxx	Purchases of services
   606xxx	Purchases of materials and supplies

   SynkriaOps pre-selects the most common account based on the chosen category. You can refine by entering the account number directly.

4. Confirm creation

   Click Save. The product is immediately available in the catalogue and can be selected on a quote or invoice.

Using a product in a quote

1. Open or create a quote (Sales → Quotes → New quote).
2. In the Lines section, click + Add a line.
3. In the Description field, type the product name or reference — the catalogue appears as a suggestion.
4. Select the product: the unit price excl. VAT, VAT rate, and accounting account are filled in automatically.
5. Adjust the quantity if needed.

Note

The unit price pre-filled from the catalogue is editable on each quote or invoice line. The modification only affects that line — the catalogue price remains unchanged for future documents.

Activating or deactivating a product

To temporarily remove a product from the catalogue without deleting it:

• Open the product record (Catalogue → Products → click the product)
• Click the Active toggle to switch to Inactive

An inactive product no longer appears in quote and invoice entry suggestions. Its historical data is fully preserved.

Bulk importing a catalogue

If you have an existing catalogue (Excel or CSV file), import it in bulk:

1. Go to Catalogue → Products → Import.
2. Download the SynkriaOps CSV template.
3. Fill in your products in the template.
4. Upload the file and check the preview.
5. Click Import to confirm.

Expected CSV format:

Column	Required	Example
reference	No	AUDIT-Q1
designation_fr	Yes	Audit comptable Q1
designation_en	No	Q1 accounting audit
unite	No	package
prix_ht	Yes	850000
taux_tva	Yes	19.25
compte_vente	Yes	7061
compte_achat	No	6041
description	No	Comprehensive quarterly audit

Common errors

Error	Cause	Solution
”Name required”	Required field is empty	Enter the product name
”Invalid price”	Negative or non-numeric amount	Enter a positive amount in XAF
”VAT rate not configured”	Rate missing in settings	Configure the rate in Settings → VAT
”Accounting account not found”	Incorrect 70x or 60x account number	Check in the SYSCOHADA chart of accounts
”Missing column in CSV”	File does not match the template	Use the template downloaded from SynkriaOps

Further reading

• Creating a customer — associate the right contact with a quote or invoice
• Creating a quote — use the product catalogue in the sales cycle
• Configuring VAT — set up the VAT rates available in the catalogue