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2. Creating a Product

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Creating a Product

A Product is an article or substance that is manufactured or refined for sale. "marketing products and services"


Creating a Product- Can you enter a New Product?

From the Main Menu

  • Select Inventory
  • Product button
  • Enter product name
  • Select a Manufacture
  • Select a Type
  • Select a Department
  • Select a Product Type
  • Enter Purchase descriptions - this can be for describing the product for internal use
  • Enter Sales description - this is what you want your customers to see
  • On the right hand side you will find Quantity Sell Price (Ex) – this is used for items excluding taxes & this will automatically change and calculate it to the Price (Inc.) button which is used for including taxes
  • Enter amounts in the Qty Buy boxes on the left side of the screen. Each box represents a quantity and below would be your buy cost for that specific quantity
  • Select either Markup and Gr. Margin- these are located in the middle of the screen. After selecting Markup or Gr. Margin it will automatically calculate your sale price
  • Select Auto Re-Order box in the middle of the screen
  • Then under the Quantities tab - here you can enter your Auto Re-Order functions
ReOrder Point column  - lists the minimum amount you want your inventory to be set at
Preferred Level column - lists the amount you prefer your inventory to replenish to
ReOrder Amount column lists - the increments in which your product will be ordered to match the number set in the preferred level column
  • Next is the Variant column (scroll right)
  • Enter your Percentage or Price amounts you would like to assign to that specific department for your product
  • You can add as many departments as you wish, simply select the department column and press the down arrow to create a new line
  • Miscellaneous tab
  • Select General tab - You will find both the Product Code and Barcode on this tab
  • On the left you will find the Pop-Up Reminder When Product is Sold box
  • Check the box - With this function selected you will receive Pop Up Reminders every time this specific product is sold. At any time if you would like to turn off this function simply access the Product Card and deselect this feature.
  • Attachments - On the bottom left - Here you can simply drag and drop any attachments you would like to include with the product. This is how you can add attachments to a product card
  • Picture tab
  • Select Add Picture button to the left
  • Click this button and you can upload any picture you would like to link to your product. You can also assign a specific picture as the Default Picture by checking the box in the middle of the screen on the Picture tab
  • Image List - button on the right side of the screen. Here you can view all of the pictures you have uploaded and saved to this specific product
  • Click the Convert Image button towards the bottom of the screen - Here you can convert your image from one format into another
  • Sell Price tab - you will find all of the functions for assigning different sell prices for different client types on the same product
  • Select your Client Type
  • Select your Price for that specific department
  • Extra Buy Price tab - you will find all of the functions to assign a supplier regarding that product
  • Enter the amount under the Price column that you would like to set for that specific supplier
  • Supplier Code column - Enter the Supplier Code for each separate supplier
  • Related Parts tab - you will find all of the functions for adding a related part to your product
  • Enter your Part Name - You can add as many related parts to a product as you want, simply select the Part Name column and press the down arrow to create a new line
  • Custom Fields tab - you will find the option to Add Labels
  • Click the Add Labels button and begin to create you custom field
  • Click Save