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Products and Services

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Create the Products

Products are configurable items which are manufactured in an organisation or purchased from the vendor/supplier and are sellable. Products can be stored in an organisation’s Site/warehouse or a third party Site/warehouse.

  • Navigate to the app menu> Products tab.
  • Recently Viewed products will be listed, click on All to see all the available products in the system.

  • To create a new product, click the “New” button.
  • Enter the Product Name and Product Code.
  • Select the Product Family, Category and Sub Category of the product.
  • Select the Status as Released and make sure Active checkbox is checked.
  • Select the Track Inventory checkbox for all Inventory Products.
  • Enter the Product Description and Barcode if any.
  • Select Is Kit (for a Bundle/Kit product), Serialise (for a serialized product) and Lot Tracked (for a Batch product) depending on the product configuration needs.
  • Save the record to create a product.

Create Price Books

Price books are integrated with order management module to define pricing for your products. All the products should be given a standard price and added to a custom price book.  We can set different price books for different products.

  • Navigate to the app menu > Products tab.
  • Click open the product to add a price book.
  • In the related tab, find the Price Book object and click “New”
  • Enter the pricing details of the product such as List price, Selling price, Start date, End date and save.
  • This creates a standard price for the product.
  • Once a standard price is added to the product it can then be added to Custom Price Books.
  • Navigate to the Price Book tab from App launcher to create custom price books.

Create the Inventory/ Stocks for the products

  • Navigate to the app menu > Products tab.
  • Once in the Products section, select the product to create the Inventory/ Stocks.
  • In the related tab, find the Inventory/ Stocks related list and click the “New” button.
  • Enter the Organisation and the Business Unit details.
  • Enter the Stock Name and select the Active checkbox.
  • Select the Status as Checked In.
  • Make sure Warehouse and Product are selected.
  • Save the record to create the stocks for the product.

Create the Stock Inward Line Item

It is to add stocks to the inventory. It records the stocks for a particular product and tracked by quantity, it is assigned to Inventory/ Stocks that enables the users to determine and maintain optimum inventory levels.

  • Navigate to the app menu > Products tab.
  • Once in the Products section, select the products record to create the Stock Inward Line Item.
  • In the related tab, find the Stock Inward Line Item related list and click the “New” button.
  • Enter the Warehouse Purchase Line Item Name.
  • Ensure Site Product Inventory (Inventory/Stock) of this product is selected.
  • Add the Serial Number / Material Batch/Lot if the product is serialized or Batch product.
  • Select the product, enter the Quantity and select the Active checkbox.
  • Save the record to create a stock inward line item for the product.

Adding Cost Cards to Products

  • Navigate to the Related list of the product to the Cost Card object.
  • Click New and add the Cost Card Name, Cost, Currency, Start Date, End Date, Quantity, Minimum Quantity and Unit.
  • Select the Product and Supplier/vendor.
  • Select the Organisation and Business Unit and Save.
  • This creates a cost card record which can be used when creating a purchase order.

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