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.