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Monica Chand (Deactivated)

Sharon Harden (Unlicensed)

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  1. From the Navigation panel click ' Inventory' then ' Products'.

  2. Click  'New'on button New.

  3.  Enter Product ID and Name.

  4. Select a product Category

    • Product categories ultimately end up classifying the products into stock control and non stock control products.  Make sure you get the correct category selected to begin with so that you do not run into problems further into your every day trading.   Stock Control Product means that stock on hand will be affected during trading, Non Stock Control Product means that stock on hand will not get affected by any product movements (sales / writing stock on and off / purchase receipts / etc.)

  1. From Tab 'General' enter the required Fields
    • Description - This field is used to have more detailed information about the product.
    • Manufacturer - Is the company that has created the Product.  This can, in some cases, be the same as the supplier of the product.
    • Image File Name - Location where product images are stored. 
    • Alternate ID's - This field is where you will place all your alternate codes, i.e Bare. Bar-codes and supplier codes. 
    • Associated Products -  This is where you will enter promotional products (E.g.: buy one get one free)
    • Kit Items -  is an assembling product. 
  2. From the tab 'Site' enter the site, where the product is located.

  3. From the tab 'Suppliers', click New'  then enter the suppliers details and cost pricing.

  4. From the tab 'Settings'

    1. Select a 'Tax Code Buy'

    2. Select 'Default Sell Unit'

    3. Volume - This field is used to calculate the weight of the product , for freight purposes. 

    4. Select 'Category Type' 

      • Product categories affect Category Type.  Category types are for classifying the products into stock control and non stock control products.  Make sure you get the correct category selected to begin with so that you do not run into problems further into your every day trading.   Stock Control Product means that stock on hand will be affected during trading, Non Stock Control Product means that stock on hand will not get affected by any product movements (sales / writing stock on and off / purchase receipts / etc.)

    5. Select a 'Tax Code Sell'

  5. Once all appropriate fields are selected click 'Save and Close'