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 as described in Create and edit products.
- On the Setup page, make sure the Main tab is selected.
- 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.
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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.
- MFG Number The manufacturer's reference number for the product. To print this number on your sales orders, shipping confirmations, and invoice, enable it from File>Company>Master: Print MFG Part Number on S/O & Invoice.
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.
- Product Line The product line to which the product is assigned.
- 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 for products.
- Click Save.