Your Product Information keeps track of what products you buy or sell, its pricing, barcode, and other information.

Three types of products are supported, Stockable Products, Non-Stockable Products, and Services. More Information.

To create a new Product, click the New Product link from the Tasks Box of the Inventory Module. A popup will come up asking you to select a product type. Once you have selected the product type, click the Ok button to proceed.

Basic Section

Item Name/Code – The name or item code for this product. No two products or services can have the same Item Name/Code.

Description – A text description of this product.

Type – The type of product; Stockable Product, Non-Stockable Product, or Service. This is determined when the product is created, and cannot subsequently be changed.

Category – The product category in which you put this product. More Information

Unit of Measure – An optional suffix to show after product quantities showing the Unit of Measure.

Barcode – The barcode for this product. You may click into this field and then scan the product with a barcode scanner. You can also enter multiple barcodes in by separating them with a space or a comma.

Storage Section

Cost – The unit cost for this product. You can enter any cost in here. You may choose to take various factors into consideration, like purchase, shipping, storage, and tooling costs.

Last Purchase Price – The unit price you paid for this product in the last Purchase Order which included this product.

Reorder Point – (Stockable Products only) The minimum number of units that will trigger the need for a reorder.

Reorder Quantity – (Stockable Products only) The default number of units that will be reordered when the quantity falls below the reorder point.

Default Location – (Stockable Products only) The default storage location where the product is most often stored.

Default Sublocation – (Stockable Products only) The default storage sublocation within the default location where the product is most often stored.

Sales Info

I sell this product – If this box is checked, then this product can be selected to sell in Sales Orders.

Tax Code – The Product Tax Code for this product. More Information.

Price – You may have one or more pricing fields here depending on the pricing schemes you have defined in Company Settings. You can enter the price you normally charge under those pricing schemes here. If the product Cost is filled in, then the Markup will automatically be calculated and shown.

Purchase Info

I buy this product – If this box is checked, then this product can be selected to buy in Purchase Orders.

Preferred Vendor – The vendor that you normally purchase this product from.

Vendor Product Code – The product code which is used by the preferred vendor.

Purchase Price – The price per unit that the preferred vendor charges you for the product.

Misc. Section

Remarks – Any remarks you have about the product.

You may also add up to five custom fields into the main tab of your Product or Service information. These will show up next to the Remarks field. More information.

Extra Info Tab – Measurements Section

The measurements in this section use the company use the Unit Types set up in the Company Settings to determine whether to use metric or imperial units.

Length – The length of one unit of this product.

Width – The width of one unit of this product.

Height – The height of one unit of this product.

Weight – The weight of one unit of this product. This will be used to estimate total weight in Sales Orders.

This section is not available for service items.

Extra Info Tab – Packaging Section

Master Pack Quantity – The number of product units contained in a full case of the product.

Inner Pack Quantity – Cases of a product are often subdivided into smaller subgroups called inner packs. The Inner Pack Quantity is the number of units of the product in one of these inner packs.

This section is not available for service items.

Extra Info Tab – Picture Section

You can add a picture of your product right into the product information. To do this, click the Browse button, and then select a picture of the product. To clear an existing picture from your product information, click the Clear button.

This section is not available for service items.

Extra Info Tab – Packaging Measurements Section

Keeping the measurements of the case may be useful for calculating shipping expenses, storage space calculation, or for answering customer questions.

Case Length – The length of one case of this product.

Case Width – The width of one case of this product.

Case Height – The height of one case of this product.

Case Weight – The weight of one case of this product.

This section is not available for service items.

Extra Info Tab – Revision Section

You may wish to keep track of when the product was introduced or updated to determine if you should inform a customer about the changes.

Date Introduced – The date when this product was or will be first available for sale to customers.

Last Updated – The date when the product information was last updated.

Extra Info Tab – Custom Info Section

In addition to the five custom fields in the main tab, you may also add up to five custom fields into the Extra Info tab of your Product or Service information. These custom fields will appear in a Custom Info section, which will become visible under the Packaging Measurements section if any custom fields are set up. More information.

Current Quantity Tab

For Stockable Products, the Current Quantity tab shows you the current quantity on hand for this product. It also shows some other summary quantity information. More information on quantity types.

For Non-Stockable Products and Services, only the Quantity Reserved and Quantity on Order will be shown.

Selecting one or more lines in this table and then right clicking will bring up the options to Adjust Selected Row or Transfer Selected Row, which you can use to quickly adjust the inventory records for this product. Double clicking a row will also bring up the Adjust Stock screen.

You can also use the Transfer All Stock or Adjust All Quantities buttons as a quick method of bringing up the Transfer Stock or Adjust Stock screens pre-filled with all locations where this product is stored.

Transaction History Tab (Stockable Products Only)

This shows you a history of inventory transactions that have taken place for this product. Double clicking on one of the lines in this table will bring up the relevant Sales Order or Purchase Order that caused the transaction, if applicable.

Deactivating and Reactivating Products