Manage Products

Inventory > Products > Manage Products

The Manage Products page lists all the inventory-managed products in your company. Once a product record is created you can:

• Assign and adjust quantities of products in inventory storage locations.
• Procure products using purchase orders.
• Add products to tickets as charges.
• Add products to tickets as charges.
• Add products to sales orders.

Products and UPC Codes

Each product can have multiple UPC codes created for it. Each Product and UPC Code record is maintained separately, using the following set of tabs.

• UPC
• Suppliers - You must add a supplier to a product record before you can create a purchase order for that supplier to deliver that product. The cross-reference includes the default unit cost for the product from that supplier.
• Locations
• Pricing Levels
• Composition
• Options
• Stock By Location
• Stock By Project
• Notes
• Custom Fields
• Attachments

The parent Product Info tab is shared by all combinations of products and UPS codes.

Creating Product Records

1. Select the Inventory > Products > Manage Products page.
2. Click New.
3. Enter the following on the Product Info tab.
   • Product Name
   • Product Number
   • Product Type
   • Product Category
   • Product Sub Category
   • Brand
   • Manufacturer
   • Product Description
4. Enter the following on the UPC tab.
   • UPC - Click the gear icon to generate a new universal product code.
     • You can also click the Add New UPC to add an additional UPC code.
   • Maximum Level - Informational only, indicates the maximum level of the product.
   • Warranty
   • SKU/Unique ID
   • Optimal Level
   • Expense Account
   • Width
   • Low Level
   • Income Account
   • Height
   • Reorder Level - Not yet implemented. When Autogen PO is set to Yes on the Options tab and the stock level for this product drops to equal or below the Reorder Level, a purchase order is automatically created to replenish inventory to the Maximum Level.
   • Cost Code
   • Length
   • Stacking
   • Pack
   • Weight
   • Color
   • UOM - Units of measure.
5. Click Save to save this product record.
   • Additional product tabs display.
6. Click the Suppliers tab. Click Add. For each supplier enter:
   • Supplier - You must add a supplier to a product record before you can create a purchase order for that supplier to deliver that product. The cross-reference includes the default unit cost for the product from that supplier.
   • Primary Contact
   • Product Id/Part No
   • Unit Cost
   • Reorder Qty
   • Tax Rate
7. Click the Pricing Levels tab. Click Add. For each pricing level enter:
   • Pricing Level
   • Price
8. Click the Composition tab. Click Add. For each composition enter:
   • Material
   • Qty
   • UOM - Unit of measure.
   • Notes
9. Click the Composition tab. Click Add. For each composition enter:
   • Material
   • Qty
   • UOM - Unit of measure.
   • Notes
10. Click the Options tab.
    • Autogen PO - Not yet implemented. When Yes and the stock level for this product drops to equal or below the Reorder Level, a purchase order is automatically created to replenish inventory to the Maximum Level.
    • Prelabeled - Yes or No
    • Requires Procurement - If No, you do not need a purchase order to add quantities to storage locations for this product. Intended for temporary items.
    • Use Levels - Yes or No
    • Serialized - Yes or No
    • Assembly Req'd - Yes or No
    • Discontinued - Yes or No
    • Hazardous - Yes or No
    • Taxable - Yes or No
11. Click the Stock By Location tab.
    • Review the current quantity stored in each warehouse location list.
12. Click the Stock By Project tab.
    • Review the current quantity stored in each warehouse location list, allocated to a project.
13. Click the Notes tab. Click Add to add a note.
14. Click the Custom Fields tab.
    • Enter values in the custom fields, as appropriate for this record.
    • Custom fields are maintained using the Admin > My Company > Custom Fields page.
15. Click Attachments tab.
    • Click Upload a new file to upload files to this record.
16. Click Save to save this product and UPC code record.