Assign main product properties such as name, description, and groups as well as initial pricing information from the Main page of Product Master Setup as below:
- Create or edit a product.
- On the Setup page, go to the Main tab.
- In the Description box, click the tabs to type custom descriptions for:
- Main: Prints on all sales and purchase orders.
- Quote: Optionally prints on all price quotes. If you do not add a custom description here, the Main description appears on price quotes. To use this description, set File>Company>Branch: Print Quote Description.
- Catalog: Appears in the product catalog.
- S/O Ext Comments: Appears on all externally facing sales documents. You can manually update these comments on the sales order itself by right-clicking the product and choosing External Comments. These changes will not appear on the product master.
Tip: Inform prints the first two lines of the description on product labels. If you press Enter to insert a second line break, the third line will be cut off.
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Set up the available properties as applicable:
- Product Line The product line to which the product is assigned.
See also Set up product lines
- Price Group The price group to which the product is assigned.
See also Set up price groups
- Buy Line The buy line to which the product is assigned. Buy lines group products for purchasing from vendors.
See also Set up product buy lines
- Consign Vendor The vendor that the product is consigned to. Set up consignment vendors under File>Vendor>Master: Setup, Consignment/MFG Rep.
See also Set up vendor consignments
- Haz Mat The Department of Transportation's Hazardous Materials code for transporting the product. Add Hazmat codes in File>Product>Hazardous Material - DOT. If the product is not a hazardous material, then leave this box blank.
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Note: To print this number on your sales orders, shipping confirmations, and invoices, enable it from File>Company>Master: Print MFG Part Number on S/O & Invoice.
- Pricing Service # The product's pricing service number. This option is applicable only if you are integrating with the third party pricing service, "Trade Service." You will also need to set options on the General page.
- UPC Number The universal product code, as assigned by the manufacturer.
- Selling Box Quantity Overrides the box quantity field on the sales order and allows you to set a sale quantity that differs from the purchase quantity.
See also Add a default sell quantity to a product
- Product Line
- To configure the unit in which the product will be displayed, purchased, and priced, see Assign units of measure to a product.
- In the Cost / Price Columns tab, click in the Amount cell and type the product pricing. For more information, see Learn about cost and list prices
- You can also Set a price roll-up schedule.
- Click Save.