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Configure Products

Wikis > Configure Products

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 warehouse or a third party warehouse.

  • Navigate to the app menu> Products tab.
  • Once in the Products section, you can track the products already filled in and create a new product.

  • To create a new product, click the “New” button.
  • Select the Organisation and a Business Unit.
  • Enter the Product Name and Product Code.
  • Select the Product Family, Category and Status of the product.
  • Enter the Product Description and Barcode if any.
  • Select Is Kit, Serialise, Lot Tracked depending on the product configuration needs.
  • Save the record to create to create a product.

Create Price Books

Price books are integrated with order management module to define pricing for your products, taxes and discounts for customers. 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.
  • Once in the Products section, select the products record to create the price books.
  • In the related tab, find the Price Book related list and click the “New” button.
  • Enter the pricing details of the product.
  • Enter the Minimum Order Quantity and select Track Inventory if the products assigned to this price book needs to be tracked.
  • Save the record to create the price book for the product.

Create the Inventory/ Stocks for the products

  • Navigate to the app menu > Products tab.
  • Once in the Products section, select the products record 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 and Checked In Date.
  • Enter the Minimum and Maximum Stock details.
  • 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 Organisation and Business Unit details.
  • Enter the Warehouse Purchase Line Item Name and price details.
  • Select the product, enter the Quantity and select the Active check box.
  • Save the record to create a stock inward line item for the product.

Adding Product BOM Versions:

  • In the Related list tab of the Product, navigate to the BOM Version.
  • Click the “New” button. Choose the “Manufacturing” record type and Next.

  • Fill in the Version Code, Start Date and To Date.
  • The product is auto-filled. Fill in other details, such as Category, Process and Quantity.
  • The Type should be Assembly and the Status should be Certified.
  • Select the Active checkbox and Save.