A well-organized product setup significantly influences the flawless operation of the Purchase, Inventory, Sales, e-commerce, and Rental modules. As a result, a consistent product layout implies that these modules will operate well. It makes it easier for you to find and change a specific product by allowing you to classify items together with their variations.
Click the Products tab on the main menu bar and pick ‘Products’ from the dropdown list. The products window presents a list of the products that have previously been existing in the module.
This window provides the product views in both List and Kanban formats. Filters, Group By, and Favourites are provided for easily grouping various objects. You will see My Quotation, Quotations, Sales Orders, and Create Date as default Filters. Products can be categorized by Salesperson, Customer, and Order Date. You may also examine a product’s details by clicking on it. The little star icon can be used to mark the product as a favorite.
There is no Edit button, as you can see in the form view. By placing your cursor on a field, you may immediately modify it. You may also track and analyze your product information by utilizing the following tabs: Extra Prices, Documents, Sold.
To add and configure the details of a new product in the system, click the Create button. This will open a window with the General Information, Attributes & Variants, Sales, Purchase, Inventory, and Accounting tabs where you may assign the product characteristics.
Fill up the appropriate boxes with the name of your product and its picture. Next, make sure that the Can Be Sold, and Can Be Purchased are relevant to your product. You may select the Product Type from the drop-down list under the General Information tab: consumable, or service.
Select “Ordered quantities” or “Delivered quantities” for the Invoicing Policy. For ordered things, the former will create an invoice; for delivered products, the latter will do so. Assign the Unit of Measure, Purchase Unit of Measure, Sales Price, Customer Taxes, and Cost in the same manner. From the available options, pick the Product Category. You can also include Internal References, Barcodes, and Product Tags.
If your product has several variations, you may list them all under “Attributes and Variants” and link to the product accordingly.
Click ‘Add a Line’ to set the product’s variation Attributes and Values. Under the Products tab, you can also manage and compose these variants using the Product Variants option. Similar to this, you can define a product’s attributes and associated values by selecting “Attributes” from the Configuration tab.
You may set up the product’s sales features under the Sales tab.
There is one field accessible in the Upsell & Cross-Sell section: Optional Products. When the customer hits ‘Add to Cart,’ the screen displays ‘Optional Products.’
This action will generate a new section called ‘Warning when Selling this Product’ under the Sales tab.
Three options are available in the dropdown list of the Warning field: No Message, Warning, and Blocking Message. The system won’t show any messages if you choose “No Message.” A pre-configured message will alert the user when they select “Warning,” however an exception will be thrown and the flow will be blocked when they select “Blocking Message.”
Choose “Vendor Taxes” to choose the default taxes that will be applied when you purchase the item.
The Inventory tab allows you to monitor and specify inventory-related processes for the product.
In the Logistics section, enter the product’s weight and volume in the corresponding fields.
Give the Production Location and Inventory Location details, which will be used instead of the default ones, as the source location for stock moves generated by manufacturing orders and inventory operations, respectively. In the packaging section, you can add various product packaging methods. To activate this feature, you must enable ‘Product Packagings’ from the Settings menu.
The Accounting tab allows you to configure an email template for sending a product-specific email once the invoice has been validated.
You can add this template in the Email Template field.