From the Navigation Panel select Inventory. Then select Products. From the Product list view you can complete the following common actions:
| How To | Skills Test | Video |
|---|---|---|
| Find a product | Use the Text To Search (Search) field at the top right of the window or enter the Product ID or name on the filter row above the products list. | |
| Create a new product | Click on button New, key in the Product ID, select a new category, key in the name of the product. Adjust settings on the general, sell prices, sites, suppliers and settings tab. Click on button Save when finished | |
| Change a existing product | Search for the product, edit the fields that you require changed. Click on button Save if you have made any changes. | |
| Range rationalisation and viewing active or archived products | Select the All Products view from the filter pull down list above the products list to view All Products. Select the Active Products view from the filter pull down list above the products list to view only active products. | |
Correctly setup product categories and get the most from sales reporting and the general ledger | From Administration on the Navigation Panel, Click on Product Categories. Check the available categories and the general ledger account overrides on the category branches. Check you non-stock categories are broken up sufficiently to cover your service and other work. |