Products
Products are the items your business buys and sells. Use the Products page to manage your Product Catalogue.
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- 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. Refer to Product field explanations for more information on each field.
- 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.
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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.
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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.
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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.