Administrator Guide › Add New User › Product
Overview
Use the Product configuration page to add a Product record to the business operations platform. Administrators configure Products before they can be used in sales, purchasing, warehouse, project, and finance processes. Create a Product when a new item or service requires a centrally maintained Product record.
Steps
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Navigate to Add new > Product > Product.
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Enter the required Product information in the Product form. Complete all required fields before saving the record.
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Select Save to validate and create the Product record.
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Select Save and Close when you want to save the Product record and leave the Product page.
Tips & cautions
Warning: The system validates the Product form before saving. A Product record cannot be saved while required information is missing.
Note: If you leave the Product page with unsaved changes, the system displays a warning before you exit.
Tip: Use Products List to return to the list of configured Product records.
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| The Product record does not save. | One or more required fields are missing. | Complete all required information, then select Save. |
| A warning appears when leaving the Product page. | The Product record contains unsaved changes. | Save the Product record using Save or Save and Close before leaving the page. |
| The new Product is not visible after creation. | The Product record was not saved successfully. | Return to the Product page, complete the required information, and select Save. |
Result
A Product record is created after the form passes validation and is saved successfully.
Related pages
- Configure Accounts
- Configure Contacts
- Add New User — Learning Path
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