What is a Product?
Products are the collection of items that you sell to your customers. Your product is the folder that holds the stock. You can have bulk, serialised or non stock .
Stock items are the physical number of stock that you have either serialised or bulk.
Get Started
Adding new products
Go to your Navigation Bar > Products and Services > Products > To add, remove, and edit products
To add a new product, click 'Add Product' and it will take you to the add screen
You then need to add in the following details:
Product Name - The name of your product
Product Code - The unique code to apply to your product
Product Group (The Product Group the Product belongs to) e.g. '1.5 Tonne Digger' Product belongs in the 'Digger' Product Group
Product Description - add in any further information regarding the Product
Active - Is the product active? Select Yes or No
Accessory Only - If this option is selected the Product can only be sold as an accessory
Discountable - Is the product discountable on an order? Yes or No
Quantity Decimals - Decimals are allowed if the product can be sold in fractional quantities (e.g., 1.5 kg). Use whole numbers only if the unit does not support fractions (e.g., 1 dozen)
Allow Item Shortages - Enable this option if the item can be sold or used even when stock levels fall below zero. Common for high-turnover goods like sand or cement, where stock is replenished frequently and exact tracking may lag behind usage.
Stock Type - Does this Product Contain:
Bulk
Serialised
Non Stock
Supplier Account - You can assign the Supplier of this Product for reference here, you simply type in your supplier and it will search the application and assign it.
Minimum Stock Level, Maximum Stock Level and Reorder Stock Level - These fields are used for your reference and your employees reference to check what the minimum values should be in your depot.
Sales Lead Time - Enter the number of days required to prepare this item for delivery. This lead time is used to calculate the estimated delivery date.
Purchase Lead Time - Enter the number of days required to receive this item from the supplier after placing a purchase order. This lead time is used to calculate the estimated delivery date when there is no specific supplier price record available.
Unit of Measure - The product will be measured in terms of this unit (e.g.: item, kg, dozen)
Tax Class - Categories or classifications that you set against your products and accounts.
General Ledger Template - General ledger template is a method to track financial records, you may have specific Product General Ledger Templates for more information on General Ledgers Click Here
Standard Cost - Enter the standard cost of this product. This value is used to calculate order margins and is applied in stock transactions for valuation and cost analysis
Note: when the standard cost is added after stock records are created the standard cost needs to be added manually to the stock records. If already available before stock records are created the cost will be automatically default when creating stock records. This will be changed in future.
Surcharges - You can assign Surcharges that you can apply to an order e.g. Environmental surcharges.
When you've finished, hit the Green Add Product button.
Import Products
You can also import your products in System Setup > Utilities > Import Data
🎉 Quick Tip: The default on the import is for Product Stock Type is Bulk, if you want to import Products make sure you specify, Bulk, Serialised or Non Stock
Edit & Delete Products
To edit Products, head to Navigation Bar > Products and Services > Products, find the product that you’d like to edit in the list and click on the it to see the product overview screen, you can click the pencil to make any changes.
You can also delete a product too. You need to ensure these groups are empty of any stock items. You can only delete them when there are no stock items in them or if they haven't been associated to an order or invoice.
To delete the product click the bin icon and it will pop up a menu to ensure you are happy to delete this product, simply say yes if you are!
Your next step now will be to add Stock items, please see our How to Create Stock item guide
Do you need Help? Start a conversation using the Blue help bubble at the bottom-right