Products

Products at a glance

A product record describes an item that your organisation sells, purchases, stores, or uses as a component. Use the Products list when you need to find an existing product or start a new product record.

An assembled product is a product record that includes component products.

Before you start

Before you work with a product, have access to the Products area and know whether you are opening an existing record or starting a new one. The available actions depend on your access, the record state, the current branch, and whether the relevant feature is included in your subscription.

A configuration-dependent field is required only where your company configures it.

Prerequisites

• Know whether you are maintaining an existing product or creating a new one.
• Have the product name, description, group, sales unit, and purchase unit ready.
• Check the required-field setting for each configuration-dependent field in the live product or sub-supplier form.
• Use a saved product record before opening its detail tabs.

Find a product

The Products list is the starting point for opening a saved product or beginning a new product record.

Prerequisites

• You have access to the Products area.

Steps

1. In the product area, select Products.

2. Choose the route that matches your task.

   If you need to…	Select or open
   Start a record	New product
   Maintain a saved record	A product row in the list

Result: The Products list opens, and the selected new or existing product record opens when you choose it.

Read the Products list

The Products list is the table you use to find a product and compare its identifying and classification details. Its headers show the product name, description, category, group, withdrawal method, valuation method, and internal product number.

The selected list displays these columns:

The list also exposes three titled controls:

Select New product or a product row when you are ready to enter or change product information.

Create or update a product

Use the product form to identify a product, assign its group and units, record its description and physical details, and save the record.

Prerequisites

• You are on a new product form or an existing product record.
• Check which configuration-dependent fields are required in your form before saving.

Steps

1. In the product form, enter the product name in Name.

2. Enter the internal identifier in Internal Product No. when your company requires that field.

3. Select the product group in Group.

4. Select the selling unit in Sales Unit.

5. Select the purchasing unit in Purchase Unit Of Measure.

6. Enter the product's physical, identification, and descriptive information in the fields below.

   Field	Type	Requirement
   Weight (kg)	Number	Required only where your company configures it; minimum 0.
   Volume (m3)	Number	Required only where your company configures it; minimum 0.
   Barecode	Text	Required only where your company configures it.
   External product id	Text	Required only where your company configures it.
   Description	Text	Required.
   Product Withdrawal	Select	Required.
   Product Valuation	Select	Required.

7. Save the record using the action that matches your next move.

   If you need to…	Select
   Keep working on the product record	Save
   Save the product and leave the form	Save and Close

Result: The product form remains open after Save, or the form closes after Save and Close.

Manage product details

Saved product records provide detail surfaces for product variants, stock information, sub-suppliers, comments, and modification history.

Prerequisites

• You have opened a saved product record.

Steps

1. Select the detail surface that matches the information you need.

   If you need to…	Select
   Read or add comments	Comments
   Review or maintain sub-supplier information	Sub-suppliers
   Review stock information	Stock Details
   Review changes to the record	Last Modifications

2. Complete the fields for the selected detail surface.

   Detail surface	Fields
   Product variant	Name, Description; both are required.
   Stock details	Inventory, Branch, Min. Stock Qty., and Min. Requisition Qty.; all are required, and the two quantity fields have a minimum of 0.
   Sub-supplier	Sub-supplier and Identification No. are required. Country, Weight (kg), Short Description, Material Description, and Description are required only where your company configures them.

3. Select Save in the detail form.

Result: The selected detail surface remains available with the information you entered.

The saved product record is ready for the assembled-product component task when its group is assembled.

The sub-supplier form does not offer a Variant field. The main product form also does not offer a Product Type field; use Group for the product grouping shown on the form.

Add components to an assembled product

The component action is available when the open product is an assembled product.

Prerequisites

• Open the product record whose group is assembled.
• The product record is saved.

Steps

1. In the assembled product record, select Product.
2. Select one component product.
3. Enter a BOM Qty of at least 1.

Result: The component entry is shown with its product and quantity in the assembled product area.

When a product action fails

Use the message text on screen to choose the corrective action.

The list and record actions also depend on your access, current branch, saved-record state, and the conditions described in Before you start. If an action is not available, use those conditions to choose the appropriate starting surface.

After resolving the message, continue with What to do next.

What to do next

After you maintain a product record, use it in the work area that needs the product.