Products and Services

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Create the Products

  • Navigate to the App Menu > Products tab.
  • Recently viewed products will be listed. Click on All to see all the available products in the system.
  • Navigate to the App Menu > Products tab.
  • To create a new product, click the “New” button.
  • Enter the Product Name and Product Code.
  • Select the Product Family, Category, and Sub Category.
  • Select the Status as “Released” and make sure the Active checkbox is checked.
  • Select the Track Inventory checkbox for all Inventory Products.
  • Enter the Product Description and Barcode (if any).
  • Select Is Kit (for a Bundle/Kit product), Serialise (for a serialized product), and Lot Tracked (for a Batch product) depending on the product configuration needs.
  • Save the record to create the product.

Create Price Books

Price books are integrated with the order management module to define pricing for your products. All products should have a standard price and be added to a custom price book. Different price books can be set for different products.

  • Navigate to the app menu > Products tab.
  • Click to open the product to which you want to add a price book.
  • In the Related tab, find the Price Book object and click “New.”
  • Enter the pricing details for the product, such as List Price, Selling Price, Start Date, and End Date, then click Save.
  • This creates a standard price for the product.
  • Once a standard price is added to the product, it can then be added to custom price books.
  • Navigate to the Price Book tab from the App Launcher to create custom price books.

Create the Inventory/ Stocks for the products

  • Navigate to the app menu > Products tab.
  • In the Products section, select the product to create the inventory/stock.
  • In the Related tab of the product, find the Inventory/Stocks related list and click the “New” button.
  • Enter the Organization and Business Unit details.
  • Enter the Stock Name and select the Active checkbox.
  • Select the Status as Checked In.
  • Ensure that Warehouse and Product are selected.
  • Save the record to create the stock for the product.

Create the Stock Inward Line Item

It is used to add stock to the inventory. It records the stock for a particular product and is tracked by quantity. It is assigned to Inventory/Stocks, which enables users to determine and maintain optimal inventory levels.

  • Navigate to the app menu > Products tab.
  • Once in the Products section, select the product record to create the Stock Inward Line Item.
  • In the Related tab, find the Stock Inward Line Item related list and click the “New” button.
  • Enter the Warehouse Purchase Line Item Name.
  • Ensure the Site Product Inventory (Inventory/Stock) for this product is selected.
  • Add the Serial Number / Material Batch/Lot if the product is serialized or a batch product.
  • Select the product, enter the Quantity, and check the Active checkbox.
  • Save the record to create the Stock Inward Line Item for the product.

Adding Cost Cards to Products

  • Navigate to the Related list of the product and select the Cost Card object.
  • Click “New” and add the Cost Card Name, Cost, Currency, Start Date, End Date, Quantity, Minimum Quantity, and Unit.
  • Select the Product and Supplier/Vendor.
  • Select the Organization and Business Unit, then click Save.
  • This creates a cost card record that can be used when creating a purchase order.