Products and Services
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.