Products

A product's status controls how it can be used in Readysell:

• Active and Obsolete products can be entered onto any transaction.
• Discontinued products cannot be entered onto purchase orders, but they can be entered onto any another transaction (including sales and supplier credits).
• Archived products cannot be entered onto a transaction.

The topics in this section provide you with information about how to use the Inventory functionality within Readysell.

• Creating a new product
• Editing a Product
• Deleting Products
• Merging products
• Importing a product from the price book
• Searching for products
• Copying prices between products
• Associating products
• Using the Price Calculator
• Investigating Stock Allocations
• Mass Price Update
• Adding a note to a product
• Creating a new Kit/Bundle
• Setting up product categories for new sites and for contract prices
• Changing the discount percentage on price levels
• Adding Parts to A Product For Use By Machines
• Viewing Active or Archived Products and Range Rationalisation
• Setting up quantity break sell prices
• Adding new products from the price book while entering transactions
• Initial review of products
• Understanding stock allocation, shipment picking and product site quantity unallocated sale shipment
• Changing product codes
• How to correct value on hand for a product with zero cost
• Limiting discounts on products
• Viewing product ranks from Product list view
• Checking the correct store products are set to display on the web
• Selling less than a meter of a product sold by the meter
• Using product alternate id as keywords
• Overriding sell prices on products
• Adding new barcodes to a product
• Correcting stock on hand value when you can't reverse the original transactions
• Products that sell by the box or by each where WebX is setup to sell the product by the Box
• Understanding and changing product units can help by better manage your purchases and sales

 

Editing a product

1. In the navigation panel, go to Inventory then Products.
   
2. Products window now opens
   
3. To change Product ID - Highlight the old "Product ID" code and replace it with the new one
4. To change Name - Highlight the old "Name" and replace it with new description
5. To change Manufacturer - Click "General" tab and highlight old manufacturer and replace it with new one
   
6. Sites tab shows you how much stock is on hand / available / etc at each site.
   
7. To change Supplier - Click "Suppliers" tab and highlight old supplier and press delete, Click "New" to insert a new Supplier
   
8. To Change Cost Prices - Click "Suppliers" tab then "Cost Prices" tab and adjust cost prices
   
9. To change cost prices for the selected product:
   1. Click on the "Suppliers" tab
   2. Highlight the supplier to have it's cost's change. (Note : The normal cost price of the product is setup on the supplier with the is Primary tickbox checked.)
   3. Click on the "Cost Prices" tab below the selected supplier
   4. Enter the new cost price in the "Cost Price 1" field
10. To add notes for the selected product:
    1. Click on the "Notes" button
    2. Click the "New" button
    3. Enter the required notes in the text area on the "Design" tab at the bottom of the screen
    4. If the notes are to automatically be included on all sale order lines for the product. Click the "Sale Note" checkbox
    5. If the notes are to to automatically be included on all purchase order lines for the product. Click the "Purchase Note" checkbox
11. When you have finished, click Save.