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Configure Products

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1 min readUpdated

Administrator Guide › Configuration › Company

Products — Configurations › Company › Products

Overview

Use the Products page to access the company product list and begin creating product records. Administrators use this page when maintaining the products that support sales, purchasing, warehouse, project, and financial processes.

Before you start

Ensure that you can access Configurations > Company > Products.

Steps

  1. Open the product configuration list by selecting Configurations, then Company, and then Products.

  2. Review the existing product records in the list. Use the displayed product information, including product description, category, group, withdrawal, and valuation details, to identify the appropriate record.

  3. To locate a specific product, enter identifying text in the Search box.

  4. To begin adding a product record, select New.

Tip: Use the Search box before selecting New to help avoid creating a duplicate product record.

Note: Select Previous Page when you need to return to the preceding page.

Troubleshooting

  • A product is difficult to locate → The product list contains multiple records → Enter a product identifier or description in the Search box.
  • You need to leave the Products page → You are viewing the product list → Select Previous Page.

Result

The Products page is open, and you can search existing product records or start a new product record.

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