Step 1: Add Your First Product

Inside your first SalesDoc group, click the empty row on the left-hand side document preview.

Step 2: Select Catalog Product

In the toolbox, choose Catalog.

Step 3: Search Your Catalog

Search by:

Product name
Product code

Then select the product you want to add.

Step 4: Understand Product Descriptions

When a product is added, its description follows your configured Description Settings and template rules.

This means product descriptions can automatically include:

Product code
Product name
Description
Materials
Static text
Custom formatting

👉 See the Description Settings guide for more information.

Step 5: Enter Quantity

If your know the variant breakdown (such as size or color), enter the quantity for each Color/Size.

If you do not yet know the exact variant breakdown, you can simply enter a total quantity here. The buy price may show up as highlighted red, this is because the product selected has different pricing for variants and Hoops will return an averaged buy price until the Size/Color is known. Learn more about this awesome feature here.

Step 5: Select Colors & Sizes

Choose:

Colors from the dropdown
Sizes from the dropdown

You can also search for colors/sizes by typing in the field which will return any matching results.

Add Custom Colors or Sizes

If a required color does not exist in the catalog:

Type the desired Color. The text that you type will be shown in the list.
Select it from the list which will apply that custom Color

Step 7: Configure Pricing

Hoops automatically calculates:

Buy price
Sell price
Unit price
Margin

You can:

Add extra costs
Apply markup
Override pricing manually if needed

Override Pricing

If required, you can manually override the buy price or the unit price.

Overriding the buy price is often done if you have negotiated a special deal with your supplier. Your input buy price will be retained all the way through to your purchase order.

Overriding the unit price is often done when the calculated price is not the perfect customer-facing price. Eg. overriding $16.13 to $16.95 which is a 'prettier' price for the customer.