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Manage Your Products

This section will serve as a guide to add, view, and edit all products. 

View Products

  1. Make sure you open the sales app in your ERP portal
  2. Locate the 'Products' menu item and select the 'Products' option
    This page will display all the products available in the ERP portal, and any products added.
  • Filters: You can use the different filter options, by clicking the 'Filter' button and then selecting the applicable filters.
  • Search: You can use the search bar to search for any products.
  • Export: You can export the list of products, by clicking the 'Export' button. 

View Specific Product Details

You may click on a specific product to view different operations performed, such as:

  • Extra Prices: Includes any additional prices from different price lists.
  • Incoming Quantity:  
  • Outgoing Quantity: 
  • Units Sold: the number of units of quantities sold 
  • Units Purchased: the number of units of quantities purchased
  • Units on Hand (if Stoackable): The units that are available for selling.
  • Units Forecasted (if Stoackable): The units predicted to be sold.
  • Incoming Quantity (if Stoackable): The number of units to be delivered after being ordered.

Add New Products

Once you open the Sales app, and access the 'Products' page, you can create a new product by clicking the 'Create New' button. 

Fill in the product details:

  1. Product Name: the name of the product you are selling (will be displayed in invoices)
  2. You can mark the product as 'items to be sold', 'items to be purchased', or both.
    This allows you to keep track of the item as you are selling it to your customers, and if you are purchasing it from a vendor.
  3. You can upload a picture of the image based on the provided size and acceptable types.

Main Info Tab

  1. Product Type
    1. Consumable: This type indicates that this item is consumable, but it is not required to keep track of the stock available.
    2. Service: This type indicates that the product being sold is a service.
    3. Stockable Product: This type indicates that this item is sold, and it is optional to keep track of the stock available.
  2. Product Category: This option allows you to categorize your products.

    💡 Tip: Quick Add a New Category
    Create a new category by locating the "Create New" option under any drop-down menu with the image.png icon

  3. Sales Price: This indicates the price of the product as it's being sold to customers.
  4. Cost: This indicates the cost of the product. 
  5. Internal Reference: This field can be used to enter any reference to the product that will be used internally. 
  6. Barcode: This field allows you to enter the product's barcode. 
  7. Internal Note: This text area allows you or any of the users to enter any internal notes with various text editing options.

Sales Tab

This tab includes accounting details, such as the Sales price in case it was not entered in the main info tab. The default sales tax will appear in the second field. 
Invoicing Policy 
  • Invoice based on Invoiced Quantities (Default): This option will invoice the customer based on the ordered products.
  • Invoice based on Delivered Quantities: This option will not change the sales order as 'to be invoiced' until the quantities are delivered to the customer. 
Sales Description
A default note to be added about the product in the invoices or sales order

Purchase Tab

This tab included the purchase details related to the product.

  1. Cost: This is the cost of purchasing the item.
  2. Default Purchase Tax: This will be calculated based on the default tax.
  3. Invoicing Policy
    1. Invoice based on Ordered Quantities: This option will create an invoice based on the ordered quantities of the product.
    2. Invoice based on Received Quantities (Default): This option will invoice based on the quantities received. 
  4. Vendor Price List: This list allows you to create a pricelist for the product by different vendors, and special process based on a specified minimum quantity

    image.png

  5. Purchase Description: A default note to be added about the product in the invoices or sales order

Inventory Tab 

This tab will only be visible when selecting the 'Consumable' or 'Stockable Product' product type in the Main Info tab.

Logistics 
  • Responsible: Select the user responsible for handling the logistics of the product.
  • Product Weight 
  • Product Volume
Counterpart Locations
  • Production Location 
  • Inventory Location
Description for Receipts

This note is added to receipt orders, it could include information about where to store the product.

Description for Internal Transfers

This note is added to internal transfers. 

Operations

This note allows you to define the routes of the product in the packaging. 

Description for Delivery Orders

This note is added to delivery orders. 

💡 Tip: Quick Add 
Create a new entry while creating your product, select the "Create New" option under the drop-down menu or click on the image.png icon.

Accounting Tab 

This tab will only be visible when selecting the 'Consumable' or 'Stockable Product' product type in the Main Info tab.

Receivables: Allows you to select the Income Account from the 'Chart of Accounts'. 

Payables: Allows you to select an Expenses Account from the 'Chart of Accounts'.

💡 Tip: Quick Add 
Create a new entry while creating your product, select the "Create New" option under the drop-down menu or click on the image.png icon.

Update Products

Once you open the Sales app, and access the 'Products' page, you can edit an existing product by clicking on it, and then clicking the 'Edit' button. In case you want to achieve, duplicate, or delete, you can use the '⚙ Actions' button 

Quick Actions 
  • Archive
  • Duplicate
  • Delete

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