Product General
- John Nairn (Unlicensed)
- Sharon Harden (Unlicensed)
- RON ZHU (Deactivated)
Overview
The General tab in the Product general window contains general information about the card.
Reference
Fields
Field | Description |
Manufacturer | If you have a card for the manufacturer, you can enter them here. |
Model | The model code that is used by the manufacturer |
Image File Name | The name of the file containing the product image. |
Description tab
This tab contains a single field, which is where you can write a description of the product. If you prefer to work in HTML, or if someone has given you an HTML file, you can use the Design and HTML tabs at the bottom of the screen to switch between formatted and HTML text.
To have the Description upload to the web with bullet points, key in the description continuously separating each point with a space|space i.e. asasdfasdfsadf | asdfasdfasdfasdf
The | translates to a bullet point on the web.
Please refrain from using characters i.e. don't use * or & or " or - etc
However % is okay.
Alternate IDs tab
Each product can have an unlimited number of alternate product codes. Those can include:
- Suppliers codes,
- Inner (product) bar codes,
- Outer (box) bar codes.
To add a new barcode, just display the product you want on the screen then scan the barcode. If the barcode does not exist on the system you will be asked if you want to add a new barcode.
Each alternate product code can be a different unit. For example an alternate product code that is a product bar code can be one unit of the product. An outer bar code might be a whole box worth.
Particularly useful for receipting and sales having an outer bar code with a different quantity to the inner barcode. Then you can receive or sell either the whole box or one item in the box with a single bar code scan.
Shows alternate IDs by which the product is known. If there’s been a merge, the old ID will be shown here.
| Name | Description |
|---|---|
| ID | The alternate ID for the product. |
| Product ID Type | The type of alternate ID you are creating aka the reason you are creating it. This can be:
|
| Product Unit | Specifies which unit the alternate ID applies to, if this is different from the main product unit. For example, an inner barcode might apply to each unit, while an outer barcode might apply to a box of five Box 5 (5). To see more on units click here. |
| Site | The "Site" on alternate product IDs makes it possible to allow an alternate code to only be applicable for a specific site. This means if you have a transaction for a certain site and scan or search for the ID, it will only consider IDs that have a blank site or specifically for the site of the transaction. This feature can be used for a number of scenarios, including: - Allowing different quantities to be associated with the same barcode at different sites - Allowing the same barcode to be used on multiple products, depending on the site - Limiting the use of a product at a specific site |
Creating new outer barcodes
- In the 'Alternate IDs' tab click new
New screen appears
- Enter in ID
- Select 'Outer Barcode' from Product ID Types
- Select Product Unit (whatever the value is in brackets (x), this is the number of inner stock on hand inside that box - the number of eaches)
Associated Products tab
Associated products display on the general tab on the product detail view.
If you have a deal like buy one get one free or buy one get a box of jelly beans you need associated products.
You can specify among other things:
- The quantity for a free product.
- The limit on how may free products you can get.
- Automatic substitutions.
Tip: Open sales and products at once. Add some associated products. Then add a sale and sell the product with the associated product options. Watch how it works.
Shows products associated with this product. For example, a printer might have an associated toner cartridge. For another example, you might buy four of product A and get a free product Q.
| Field | Description |
|---|---|
| Product | The product ID of the associated product. |
| Quantity on hand | Shows how many of these products are on hand. |
| Default Sell Price | Shows the default sell price for this associated product. |
| Association Type | The type of association. This can be:
Add free product: when a customer buys the original product, Readysell will automatically add the associated product to their cart, and not charge them. For example: buy two pads of paper, get a free pen. Add paid product: when a customer buys the original product, Readysell will add the associated product to their cart, and charge them. Cross-sell: other products that might be sold with this product. For example if you sell a printer you might try to cross sell a toner. Cross sell products can display on the sales screen as prompts to encourage the operator suggest the customer buys the cross sell product with the original item. Related: Used to link products that can be used with each other. For example to link toners to the printers in which those toners can be used. Replace: used when you have two equivalent but separate products; so when a customer buys the original product, Readysell will substitute this one. For example: (a) customer orders red pen with product code 334343, substitute red pen with product code 8989898 – same product, different brand, so you can’t set an alternate product ID. (b) customer orders 1kg pack of coffee, substitute 2x500g packs of coffee. |
| Qty for Free Product | The quantity of the original product that must be bought before the customer receives a free product. Expressed in terms of the default sell unit. |
| Qty of Free Products | The quantity of free products that the customer receives. For example when you buy one of the original product. Get one free. Expressed in terms of the default sell unit. |
| Free Product cap | The maximum number of free products that the customer can receive as free products. For example in the case of a buy one get one free product. This might be limited to two of the item per customer. To stop some customer buying hundreds of the product and abusing the offer. Expressed in terms of the default sell unit. |
Creating buy one get one free deals
- In the 'Associated Products' tab click on new.
New screen appears
- Fill in the details (user reference above to help fill this section in)
- Save
Catalogue tab
A list of catalogues in which this product appears.
Field | Description |
Catalogue ID | The ID of the catalogue. Catalogues tend to run in series. For example there might be a corporate catalogue number 10. The next corporate catalogue will be corporate catalogue 11 etc. |
Catalogue Type | The type of catalogue: Catalogue or Flyer. |
Start Date | The date at which the catalogue starts |
End Date | The date at which the catalogue ends |
Catalogue Page | The page of the catalogue where this product is listed. |
New Product | This is true if the product first appeared in this catalogue. |
Catalogue Item | The item number of the line within any printed catalogue |
Catalogue Reference | The items reference within the catalogue |
GST Applies | Indicates whether GST applies to the product. |
Buy Unit Quantity | The unit quantity in which the product is bought. See the eventual Units topic. |
Minimum Order Quantity | The minimum number of products that can be ordered at a time. |
Cost Ex Tax | The product cost before tax. |
List Price | The list price of the product. |
Government Price | The government price of the product. |
| Loyalty Points | The number of loyalty points that a customer will earn from a sale. |
Kit Items tab
If the product is a kit, this tab shows the items that make up the kit.
Field | Description |
Kit Component | The name of the product that is a component in the kit. |
Quantity | How many of this product are included in the kit. |
Web Categories tab
This tab is used for those stores who have their own websites.
It lists the web categories that the product belongs to. Web categories can contain the same product under many different web categories. This is different to the normal product category structure. Each product can only have one ‘category’ but it can have many ‘web categories’. The web categories are a provision in case you need to make lists of products that are in many categories.
Click button Insert to insert an existing category onto this product (or once you click on Insert, there is a New button to add a brand new category into the category tree for you to then select) or button Remove to remove the selected category from the list of categories on that product.
Field | Description |
Name | The code and name of the category/ies |
Parts tab
Parts list the other products that are frequently used by this item. Either as consumables but more frequently during repairs.
The mobile app for technicians and the service order entry detail view show lists of parts. Making it easy to record those parts as being used by the product.
Field | Description |
Part Product | The product ID of the part for this productid. |
Is Supply Flag | Modifies the behaviour of parts such that they do start on a machine immediately when shipped, but rather wait until FM Audit and/or inbound emails signal that the supply has been installed. There are basically two rules: If the check box for 'is supply'' is turned on, that means use the part based upon the triggers on the conditions from data that is fed thru either fm audit, email or external source. So if 'is supply' is on, only start the part once the toner level % or whatever triggers the next start date and end date is reached. Warning, if you turn it on, you must ensure that your data feed is active. |
| Expected Meter Count | A manual entry of what you expect the count to be for that meter part |
Copy Parts from a Product to another Product
- Find the product with the parts configuration you want to copy
- Click General>Parts tabs
- Select the parts you want to copy
Click Copy Parts button
Select the product(s) you want to copy to
Click OK
