Support Off the Chain/Manuals/Inventory

Creating and Maintaining Products

Support Desk
posted this on January 18, 2011 15:00

Every product you buy, store and sell must be set up in Unleashed.

 

• To add a new product, or display a list of your existing products for maintenance, go to the Product List screen under the Inventory Menu
• To create a new product click the Add Product button
• To edit an existing product either click on the required product line or the Edit button next to the required product
• You can amend any data except for the Product Code, as this can only be chosen at the time of product creation, and Average Landed Price if there is stock on hand
• You will see a count of your current products at the bottom right
• You can amend how many products show on your screen by selecting the required number at the bottom of the data grid
• You can sort the products as per each column name by double clicking the column name at the top

 

Product List

 

• To create a new product start with the Details tab data
• Only the Product Code and Product Description fields are mandatory but we strongly encourage you to enter as much detail as possible
• The Units drop down will show you the options you have created for your Units of Measure
• Minimum and Maximum Stock Levels will ensure alerts are issued to your Dashboard, allowing you to better track your stock. 
• Once you have entered the required details click the Save button then click the Supplier tab

 

Product Entry

 

• Next, select the correct supplier of the product by Supplier Code
• This will allow you to see the details of the supplier for this product
•

You can add supplier code to your products, which will display on your Purchase Orders and can assist accurate orders
•

Once you have entered the required details click the Save button then click the Price tab

 

 

Products__Supplier__2.png

 

 

• Next, enter in the pricing details for your product
• All values entered here are in your base currency, excluding the Default Purchase and Sell Prices, which can be in any currency
• All values are tax exclusive
• The Default Purchase Price is as per the suppliers currency and will automatically show when raising Purchase Orders
• The Default Sell Price is as per the customers currency and will automatically show when raising Sales Orders if the customer has not had a Sell Price Tier assigned
• The Average Landed Cost is the amount that each unit of your stock owes you. It is based on how much the stock cost you to receive in full and is used to calculate the margin and profit of your sales
• The Average Landed Cost can only be manually entered if you are not carrying any stock
• The Average Landed Cost automatically re-calculates every time your receipt a Purchase Order or complete a Stock Adjustment taking into account your existing stock and its value
• The Last Cost is the amount that each unit of your stock cost you from the most recent receipt
• The 10 Sell Price Tiers are named as per your Settings and represent the various sell prices used for your customers. When selling this product the price will default to either the default sell price or one of the sell price tiers, if the customer has been nominated for a price tier
• You can set whether or not the product attracts tax on purchases and sales, this is selected by the drop downs
• Once you have entered the required details click the Save button then click the Dimensions tab

 Products__Pricing_.png

 

 

• And finally, set up the measurements for your product as per your Unit of Measure
• The Pack Size is the multiple you would prefer to sell and buy the product in (e.g. you sell bottles individually but they come in boxes of 12, therefore make your Pack Size 12). You will be offered a warning each time you try to move this product in a quantity that is not a multiple of your Pack Size
• The weight and dimensions are used in Purchase Orders to show the size of your order
• Once you have entered the required details click the Save button

 

Product Entry 4