Configure general product options

The General page of the Product Master contains various options that help with configuring products for functionality through Inform. The options are described below, along with cross references to the tasks in which this are used.

1. Create or edit a product as described in Create and edit products.
2. On the Setup page, click the General tab.

   

3. Type any of the following information as applicable for your product:
   • Sort Sequence Number A code that determines how the product is sorted among other products when you perform a search or lookup. Products that share the same code are grouped together, and appear below products that have no sort sequence assigned. Contact DDI Customer Care if you need to use this feature.

     To use this feature, contact DDI Customer Care.

   • A/R Invoice Discount %A discount percentage to apply as an A/R Terms Discount, overriding the discount specified by the A/R Terms. If no discount should be awarded, type 0 (zero). Note: The override will only go into effect on Terms Codes that have been marked to "Apply Product Discount". This can be configured under File>Customer>Terms.
   • Ship Qty Tolerance %The percent of the total quantity that can be backordered. If the backorder quantity on the order is within this percentage of the total quantity, then the backorder will be canceled at invoice update. For example, suppose the Ship Tolerance % for a product is 20%, and a customer orders 10 items. When 8 are shipped, the remaining 2 on backorder will be canceled. Canceled backorders will display a -0- as the backorder quantity on the Shipping Confirmation and Invoice documents.
   • MFG Class Code(Optional) A numeric code representing the industry that typically manufacturers this product. For example 326199 represents products created by the plastics industry.
   • If you are integrating with J&M Catalog, then specify the Catalog Page NumberIf you are integrating with the J&M Catalog, then this is the page number on which the product appears in that catalog. Not used for any other products. and the Catalog Section If you are integrating with the J&M Catalog, then this is the section code for the catalog. Not used for any other products, but required if you are using the J&M Catalog. It is typically a 3-letter manufacturer's code. If you leave it blank, then the product will be excluded from the catalog.
   • If you are using Trade Service, specify the Price Service VelocityA reference number imported from the Trade Service pricing service. This information is relevant only if you are integrating with Trade Service. and Pricing Service TemplateUsed by the third party pricing service, "Trade Service." Use this option to group items based on how you want their pricing to be updated by Trade Service. For example, you can configure one group of items to update List Price while another updates Cost.
   • Product Tax Group The tax group to which the product is assigned. Use this option in conjunction with the Customer Tax Matrix. Create tax groups in File>Product>Product Tax Group.

     See also Set up product tax groups

   • Cycle Count Group Code Groups products based on their turn cycles. This option is used for manual cycle counting only: create your cycle count groups under File>Product>Cycle Count Group.

     See also Set up manual cycle count groups

   • Product Label CodeIf you are printing product barcode labels automatically when you receive the product, choose the label size here. Make sure that you configure the label printer in the Branch Master>Printers.

     See also View product label templates and Print product receiving labels

4. If the product has related safety data sheet information, then under Safety Data Sheet, type the ID Code of the document and then specify the last effective date in the Data Changes calendar.
5. If the manufacturer offers a warranty for the product, then select the WarrantySelect this option for products that are eligible for warranty repairs or replacement from your vendor. From the Type list choose whether the warranty is Part or Equipment. Information required for warranty processing depends on this type. Also type the number of months under which the product will be on warranty. Products outside of the warranty period can not be processed as a warranty return. If the warranty never expires, then leave this field blank. check box, and choose the Type of Warranty and the number of Months that the product is covered.

   See also Set up reasons for warranty failures and Configure warranties

6. From the Commissionable list, choose whether salesmen can receive commissions on this product. For example, salesman will not receive commissions on repair products. See Handle repairs.
7. Select or clear the following check box options as applicable for your product:
   • Lot Required: If you want to track the product using Lot Control, select the Lot Required check box. Lot Control allows you to break a product's inventory into groups with an assigned lot number and received date. For more information on lot control, see Use lots to manage inventory
   • Vendor Returnable : When processing a product return in Sales Order entry, this option enables the product to be returned to the vendor. If cleared, the Return to Vendor option is unavailable.
   • Warehouse Pick: Select this check box to print the item on a Warehouse Pick, which prints immediately after the Sales Order with items that the warehouse can pick. Only items that are designated as Warehouse Pick items will print on this pick sheet. You can also select items as Warehouse Pick items in the Sales Order screen, on an order-by-order basis by enabling Manual Warehouse Pick in S/O Entry on File>Company>Master.
   • :Showroom Display: This option is available only if you set up a Showroom Warehouse. Select this option if the product is on display in a showroom. If your inventory shows that the warehouse is out of stock on sales order, but this option is selected to show that there is stock available in your showroom, you will be prompted to transfer the inventory from your showroom. If you choose yes, then the inventory is automatically transferred/received into the selling warehouse, making it available on your sales order. See Set up a showroom warehouse.
   • Repair: Flags this product as a Repair item. If you select this option, make sure you clear the Taxable, Tax Freight, and Serial Number Required options. See Handle repairs
   • Disable Margin Price : Prevents the price of the product from update based on the current margin when there is a cost increase. Pricing for this product will be maintained manually.
   • Co-Op Eligible: Select this option to have a percentage of this products sales go to customers who are part of the Co-op rewards program as a company credit. See Set up a customer reward program.
   • Disable S/O Cost Chg: Select this option to prevent users from changing the product cost during sales order entry.
   • Rebate Info Required in S/O: Select this option to prompt for customer information on all government sponsored rebates.
   • S/O Ship All Ignore Available: Select this option apply the Ship All option in Sales Order entry to all products, regardless of their availability.
8. Indicate the product's tax status using the TaxableThe product is taxed, regardless of the customer's tax status as indicated on the Tax Matrix tab of the Customer Master. and the Tax FreightIf any of your tax codes are set to Tax Freight by Product, then select this option for all of your products. If the Sales Order contains at least one taxable item, then the whole freight amount will be taxed. check boxes.
9. To require serial number entry when a product is sold and received, select the Serial Number Required check box. A box will pop up in the Sales Order and Stock Receipts screens for the number to be entered. Serial numbers can be tracked: see Track inventory by serial number and View and update product serial numbers.
10. Click Save.

See also

• Create and edit products
• Require lot control on the product level
• Work with warranties