Product categories must be created first by hovering over Purchasing > Products > Product Categories.
Click on the “Product Categories” button.
Creating categories is an essential step because when we create products, we will have to specify which category it belongs to.
One can easily create a product category by adding a product category name, sales account, purchase account, and costing account and selecting the appropriate costing method. Then click on the “Save” button.
Each category can be further classified into sub-categories using the “Sub-Categories” button found on the right most of the category.
Type the sub-category name in the space below and click save.
Note: to delete a sub-category, click on the button highlighted in green.
A category can also be either edited or deleted.
In case of an edit, the category appears at the top of the screen, so any updates can be made. For example, changing the sales account, purchase account, costing account, or costing method.
To delete a category, click on the delete button. A pop-up message will appear on the top of the window.
Product price list
In order to create special price list for special customers you can access product life list from purchasing>>products>>product price list
There are two methods to add entries
Method one :
By clicking import price list will direct the user to the window where he can download price template ,fill it with business entries then click upload template and finally click the button import
Method two :
Click the button new custom price fill the missing data then click save to appear in the product price list page
You can search among the lists using the filters in the top of product price list page .additionally, user can delete or edit specific price list from the settings icon on the right of any product list .
The feature of creating/uploading products on the system is used to gather all of a business’s products in a single database so that one can easily create purchase requests, purchase orders, and sales orders on these products.
To access the products, hover over Purchasing > Products > New Product. Follow the figure below for a more precise visualization.
We have two different methods to upload products to the system. The first method is using the “New Product” button, as shown above in the figure. After clicking this button, the below window will appear.
Fill in the fields with the required information of a product, such as the product name, product number, category, and unit. All fields with an asterisk (*) must be filled as they are the mandatory fields. However, the rest of the fields are optional such as the long description, short description, taxable code, tax type, etc.
Note: As previously mentioned, when creating a product, you can specify to which category this product belongs through a field named “Category,” as seen in the figure below.
The “More Details” tab includes more details of a product. For example, you can include an image URL, product URL, and product weight for the product being created. Moreover, if a product has several colors, you can add them through the “Colors” field. Furthermore, you can attach a product photo through the “Product Photo” button.
Note: Fields with (*) are mandatory.
Inventory type has two options: “Non-Stock” or “Maintain Stock.” The “Non-Stock” option is used for products that act as services and are not stored in stock or warehouse. However, the “Maintain Stock” is for products that require being stored in a warehouse.
You can also specify whether the product being created is for selling only, buying only, or both (Buy&Sell).
The second method is by downloading an excel template provided by the system. One must download the template, fill it in with the information needed, and upload it to the system. To access the products-excel template, hover over Purchasing > Products > Products List.
After clicking on the “Products List” button, the below window will appear. Click “Import Products.”
Then, click “Download Product Template.” The below figure is part of the Products-Excel sheet provided by the system. Fill the template with all the information needed.
Upload the file using the “Upload Template” button and finally click “Import.”