- Go to File>Product>Product Master.
- Select a product by typing in the product number, description, or keyword in the Product field, and then clicking the link in the list that appears. Press the Tab key.
- Review the information on the Main tab.
- Check the Product LineThe category or class to which the product belongs. Commonly used for reporting, but also for pricing formulas. For example, a mop or broom might be assigned to a product line of Cleaning Supplies or Floor Cleaners., Price GroupMost commonly used for pricing formulas, though it can be used for reporting as well. For example, a plumbing supplier stocks various types of fittings (copper, brass, PVC, etc.) with each assigned to their own Product Line. To better manage pricing, all fittings are assigned to the same Price Group, allowing one set of pricing formulas to be applied to all fittings (as opposed to creating a formula for each product line)., and Buy LineA grouping used in purchasing or vendor specific pricing on purchase orders. For example, multiple buyers buy from the same vendor, but are responsible for different types of products. A buyer can filter their results to see only relevant products..
- Check the Costs & List Prices and the Units of Measure.
- Note the product Status Code in the upper right corner.
- Active: An item that is actively stocked and continually reordered.
- Non-Stock: A special order item that is not kept in stock on a regular basis. Forecasts will only include such items if the product is committed to a sales order.
- Discontinued: An internal message "discontinued" appears when added to an order. You may add discontinued items to a sales order or a purchase order to deplete your (or your vendor's) existing stock as long as it is available.
- Consumable: A product that is not part of inventory. Usually labor charges, repair fees, insurance, or other intangible goods or services.
- Inactive: A product that cannot be ordered and exists for historical reference only. It is recommended that you flag a product as inactive rather than delete it so that you can maintain product history. You can optionally filter these products from search results.
- Main: Assign general product information including costs, units of measure, and product line.
- General: Specify additional but less common product options, such as Serial Number Required.
Purchasing: Set values that affect projected forecasts such as Max Stock and Min PO Order Quantities.
- Notes: Add internal notes that appear each time the product is queried.
- Options & Accessories: Assign add-ons or accessory packs to the product. These additional products appear during sales order entry for quick upselling.
- Assemblies: Build component products assigned for bundles or manufactured (kit) items.
- Bins: Assign stocking locations in the warehouse for the product. You can configure these to print on sales orders used during picking.
- Replenishments: Specify product level overrides to the automated warehouse replenishment system.
- Vendors: Manage vendors from whom the product is ordered and enter vendor part numbers.
- Substitutes: Identify up to five similar products that can be purchased in place of the product. These substitutions appear during sales order entry for quick replacement.
- Keywords: Improve search results with Terms that are associated with the product and improve search results by quickly displaying a list of similar products.
- Web Options: Add images and configure how the product behaves on the eCommerce storefront.
- Part Numbers: Assign customer specific part numbers, which will print on customer invoices.
- Roll-Up history: Review historical changes to cost and list prices that occurred due to price roll-ups.
- Go to the Product Master as described above.
- Click New.
- In the Product box, type a new product number, and then press the Tab key.
- Type a brief Description of the product. This will be visible on invoices, reports, product searches, etc.
- Complete relevant and applicable information by pressing the Tab key to navigate through fields.
- Click Save.
To auto-assign the product number, right-click the Product box and then click Next Sequential NumberAutomatically generates the next available product number in the sequence..
Some details, such as Product Line may be required.
Inform ERP creates the product and adds it to the catalog.