Create a Product
- Click on Products > Product List.
- Click on Create New Product.
- Under the Details tab, fill in the required fields marked with an asterisk(*).
- Prod ID: Product ID.
- Description: Name of product.
- EAN: EAN code of the product.
- Click Save Changes.
Assign the account visibility
- Under the Accounts tab, select which accounts you want the product to be visible to.
To learn to create a visibility rule, click here.
- Click Save Changes.
Setup the Product Order Units
- Under the Ordering tab, click on the first drop down menu and select the Order Unit Type the product will be using.
- If your product can be taken in Order Unit Type such as Dozen, place a tick on the option I take orders for this Product in.
- Click on the drop down menu and select the appropriate Order Unit Type.
- Enter in the appropriate Units which make up the Order Unit Type for example. 12 Units would be for Dozen.
- Click Save Changes.
Setup the Product Prices
- Under the Pricing tab, click Add Price for a price list.
- Select a date for the Effective Date. This is the date in which the product will use the price.
- Enter in the prices for the product.
- Price for a single unit in the Each ($) field.
- If you have set up multiple order units type, enter in the price for that order unit type.
- Enter in the recommend retail price in the RRP($) field.
- If you want flexible pricing for the product, make sure to tick the Flexible Pricing checkbox.
- Click Save Changes.
Setup the Product Distributors
- Under the Distributors tab, set the distributor that the product will go through.
From this Screen, you can set when the product is available through a specific distributor, When it is hold until, Identifiers etc.
- Click Save Changes.
Assign Product Groups/Fields
- Under the Groups or Fields tab, fill in the appropriate fields. These fields are based on the Product Config.
- Click Save Changes.
- The product should be added successfully.