September 5, 2018
Estimated reading time: 2 min
In the main tab ‘Product’, you will see all the most important information.
Categories and keywords
Products are divided into groups using Categories, which can be defined in ‘Settings’ > ‘Categories’.
Keywords are used to further differentiate Products grouped into Categories. Keywords can be defined in ‘Settings’ > ‘Categories’.
Product’s additional information block
This block contains the following sections:
- Pricing – this section allows you to select Product pricing. The field ‘Series No.’ can not be empty. If it is empty, you will not be able to enter Income positions in all cases. For more information, refer to the Incomes module. Prices can be before taxes or after taxes.
- Prices – section intended for cases when you want to assign more than one price to Product. Currently, Product can be assigned 3 different prices and names. Prices names can be denied in ‘Settings’ > ‘Options’. Names assigned here will be shown in the section ‘Contractual’ of the Contacts or Companies modules.
- Specification (or Additional) – these fields can be defined according to your choice.
- Fields can be defined in ‘Settings’ > ‘Additional’. Here you can enter information about 6 textual fields and 2 date fields.
- Notes – additional section for storage of internal notes. These notes are not shown anywhere else and usually are for internal use only.
Other Product-related application items
Product can be related to the following:
- Incomes – list of Incomes (invoices), which includes specific Product. By pressing the arrow, you will be redirected to the tab of selected Income. By pressing the button “New Income”, you will be redirected to Income’s tab, where new Income will be created.
- Expenses – list of Expenses, which includes specific Product. By pressing the arrow, you will be redirected to the tab of the selected Expense. By pressing the button “New Expense”, you will be redirected to the Expense tab, where new Expenses will be created.
- Suppliers – list of Suppliers, which are indicated in Expenses as Recipients. This means that Companies or Contacts sold Items or Services. By pressing the arrow, you will be redirected to the tab of the selected Company or Contact.
- Audit – in this section you will see all Actions related to specific Product. Here, you can find information about Product’s debiting, its income, change of stock or when Product was written-off.
- Photo – five different photos can be stored here with an option to enlarge one product’s photo.
- Warehouses – list of Warehouses, where specific Product can be found By pressing the button , the new window will appear, where you will be able to change Product’s Warehouse. By pressing the button , the new window will appear, where you will be able to create new Warehouse or review detailed Warehouse’s information. For information on how to change Warehouse or review other Warehouse-related information, see the Warehouses module.
- Groups. In groups of Items, you can prepare sets of the most popular Items/ Services. Then, you will be able to load all of them into Expense or Income cart, Project’s job order/estimate as well as Lead Proposal by a single click of the button.
- Documents – list of Product-related documents. If the documents are related correctly, this list should provide all Product’s documents. By pressing the arrow, you will be redirected to the tab of the selected Document. After checking the Document and pressing the button “Delete”, the relationship with the Document will be deleted. Neither Product, nor Document will be deleted. In the option above the list, you can filter Documents by their categories (for example, you can see only contracts or purchase orders) Document categories can be defined in ‘Settings’ > ‘Categories’.
Views: 32
