Knowledge Base

Products

Products are the items your business buys and sells. Use the Products page to manage your Product Catalogue. 

Navigate to Product Catalogue > Products.
Use the Quick and Advanced Search to help you find the Product you’re looking for.
By default, Products are ordered by Item Code (numerically, then A-Z). To sort by something else, click on the column heading. Click again to reverse the sort order.
The In Stock, Allocated, On Order, Free Stock, and Back Order columns help you to keep track of your Inventory at a glance.
Click Add New to add a new Product to your Product Catalogue. 

Note:

The Products page is customisable so you can see the information that is most important to you and your workflow. 

Add a new Product

Note:

To create a new Product, you’ll need to have appropriate User Access to the Product Catalogue Module. 

1.  Go to Product Catalogue > Products.

2.  Click Add New in the top-right corner.

Tip:

You can also create a copy of an existing Product by opening the Product, scrolling to the bottom of the page and selecting Functions > Copy Product. This creates a new Product where you can edit the details as necessary. 

3.  A new Product entry page will be displayed. Start by selecting/entering the details as required in the Products section.

Note:

You will need to complete all of the mandatory fields (marked with a *) before you can save the Product.

Refer to Product field explanations for more information on each field.

4.  Once all of the required details have been selected/entered in the Products section, scroll down and click Save before adding any other information on the right-hand side. 

Add other information to a Product

Use the other sections of the Product entry page to do the following:

  • Assign the Product to a Category, configure if the Product is Serial Number Controlled or Batch Controlled, or add other information under Additional Information. 
  • Configure quantity-based pricing under Product Pricing. 
  • Add the Supplier(s) you order the Product from under Product Suppliers. You will need to do this to be able to add this Product to a Purchase Order. 
  • Adjust the stock levels under Stock Adjustment. 
  • Record where the Product is stored under Product Locations. 
  • Configure Pack Sizes under Pack Sizes. 
  • Upload Files associated with the Product under Files. 

Product field explanations

Field Mandatory? Description
Item Code Y Enter the SKU to allow you to identify each Product uniquely.
Product Description Y Enter a description of the Product. This will appear on printable documents such as Quotes.
Barcode N If you use a barcode scanner to despatch or receive goods, enter the Product barcode here. Workhorse will use this field to identify the Product.
Sell Tax Rate Y Select the Tax Rate that applies to this Product from the drop-down list. 
E-comm Product? N If you have an e-commerce integration set up, select Yes to list the Product on your e-commerce store.
Xero Account Code N Select the nominal code in Xero for expenses from the drop-down list.
Xero Purchase Account Code N Select the nominal code in Xero for purchases from the drop-down list.
Default Sell Price Y Enter the retail price if no other prices or discounts are applied.
Avg Cost Price Automatic The average price this Product has been purchased for (based on Purchase Orders).
Override Cost Price N Use this field to override the average cost price calculated by the system.
Additional Costs N Use this field to record additional costs above the actual cost price.
Unit of Measure Y Select the unit of measure the Product is sold in from the drop-down list. 
In Stock Automatic The quantity currently in stock. 
Allocated Automatic The quantity currently allocated to Customer Orders.
On Order Automatic The quantity currently ordered from Suppliers but not yet received.
Free Stock Automatic In Stock minus Allocated. 
Back Order Automatic The quantity ordered on Customer Orders which cannot be fulfilled due to insufficient stock.
Xero Ref Automatic If you have a Xero integration, the reference number will be auto-filled once the Product is saved and added to Xero.

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