# 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.

| If you need to… | Go to |
|---|---|
| Find an existing product or start a product record | [Find a product](#find-a-product) |
| Read the columns and list controls | [Read the Products list](#read-the-products-list) |
| Enter or change the main product information | [Create or update a product](#create-or-update-a-product) |
| Work with variants, stock details, or sub-suppliers | [Manage product details](#manage-product-details) |
| Add a component to an assembled product | [Add components to an assembled product](#add-components-to-an-assembled-product) |
| Resolve a validation or action message | [When a product action fails](#when-a-product-action-fails) |
| Continue product-related work | [What to do next](#what-to-do-next) |
| Add a product to a sales-job item | [Sales job items](doc:sales-job-items) |
| Use a product in procurement | [Purchase job information](doc:purchase-job-information) |
| Continue into fulfilment | [Warehouse fulfilment flow](doc:warehouse-fulfillment-flow) |

## 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.

![Identify the Products list by its seven column headers.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/347852090760f9bd4944536055de3ff2.png)

## 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:

| Column | What to use it for |
|---|---|
| **Product** | Identify the product. |
| **Description** | Read the product description. |
| **Category** | Read the product category. |
| **Group** | Read the product group. |
| **Withdrawal** | Read the withdrawal method. |
| **Valuation** | Read the valuation method. |
| **Internal product no.** | Read the internal product number. |

The list also exposes three titled controls:

| If you need to… | Select |
|---|---|
| Refresh the list | **Refresh** |
| Change the visible table layout | **Table Layout** |
| Open list settings | **Settings** |

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

![Read the seven Products list columns and the three titled list controls.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/76491e6be70399489d7d1916f84e12f3.png)

## 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**.

![Identify the record entry controls before editing a product.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/17a8df5ba6a105e7094e346e4404d2d9.png)

## 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.

| Message | What to do |
|---|---|
| `Forbidden characters detected. Please remove them and try again.` | Remove the characters that the field rejects, then select **Save** again. |
| `This product is already included in BOM` | Select a product that is not already included in the assembled product. |
| `An error occurred while processing your request` | Review the values on the current form, then select **Save** again. |
| `The first variant cannot be deleted` | Keep the first variant and select a different variant for deletion. |
| `An error occurred while connecting to your CRM system.` | Check the CRM connection before repeating the CRM action. |
| `Please select one product` | Select one product before continuing. |
| `Your request was completed successfully` | Treat the request as completed and continue with the next product task. |
| `Just '_'‘-''.' And '&' Characters Accepted` | Use only the characters named in the message. |

The list and record actions also depend on your access, current branch, saved-record
state, and the conditions described in [Before you start](#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).

## What to do next

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

| Continue with… | Go to |
|---|---|
| Sales-job line items | [Sales job items](doc:sales-job-items) |
| Procurement product information | [Purchase job information](doc:purchase-job-information) |
| Warehouse fulfilment | [Warehouse fulfilment flow](doc:warehouse-fulfillment-flow) |
| Stock by shipment | [Stock by shipment](doc:stock-by-shipment) |
| Product groups and units | [Reference list data](doc:reference-list-data) |
| Shared files and comments | [Libraries and files](doc:libraries-files) |
| Product categories | [Company product categories](doc:configuration-company-product-categories) |