You are able to manage your CPU product list within the "CPU" section of Edify. Here you can add and remove products, allocate products to specific customers and set pricing.
To add a new product follow these steps:
Navigate to "CPU" > "Product List"
Click "Add new product"
Enter the details of your product, see below for further info on the product fields
Click "Save Changes"
Search for the product within the table
Click the text within the 'Customers' column and use the tickboxes to unselect any customers you don't wish the product to be available for
Click "Save"
Required CPU Product Fields
Product name: The name of this product
Supplier product code: A unique identifier used internally
Pack Type: How is this product sold for example a loaf of bread would be 'each' while a pack of pies would be 'pack'
Pack Quantity: To ensure pricing calculates correctly this should always be 1
Sale price ex VAT: The default price
Lead time, days: This should always be set to 0
CPU Product Management FAQs
Can I add products in bulk?
Currently we do not have a bulk creation option for CPU products, but if you reach out to our customer support team they'll be able to assist.
Are new products automatically assigned to all customers?
Yes, when you add a new CPU product it is automatically assigned as default to all your active customers, so it's important to adjust the customer allocation after creating a CPU product if this product is only available to a selection of your customers.
Why do I have to set pack quantity to one?
This is to ensure the customer is charged correctly. We recommend adding the quantity into the name of the product where this is applicable. For example, if you sell a box of six cupcakes the setup would be as follows:
Product name: Cupcakes x6
Pack Type: Box
Pack Quantity: 1
What is a default price for a CPU product?
This is the price that a customer will pay for a CPU product unless custom pricing is setup at a customer level. You can adjust the default price of a CPU product at anytime by editing a product.
How do I edit a product?
Navigate to "CPU" > "Product List" > Search the product you wish to edit > Click "Edit" on the right hand side. Be sure to save any changes.