Create a Product

  1. Click on Products > Product List.

  2. Click on Create New Product.

  3. 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.

  4. Click Save Changes.

Assign the account visibility

  1. Under the Accounts tab, select which accounts you want the product to be visible to.
    To learn to create a visibility rule, click here.

  2. Click Save Changes.

Setup the Product Order Units

  1. Under the Ordering tab, click on the first drop down menu and select the Order Unit Type the product will be using.

  2. 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.

  3. Click on the drop down menu and select the appropriate Order Unit Type.

  4. Enter in the appropriate Units which make up the Order Unit Type for example. 12 Units would be for Dozen.

  5. Click Save Changes.

Setup the Product Prices

  1. Under the Pricing tab, click Add Price for a price list.

  2. Select a date for the Effective Date. This is the date in which the product will use the price.

  3. 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.

  4. If you want flexible pricing for the product, make sure to tick the Flexible Pricing checkbox.

  5. Click Save Changes.

Setup the Product Distributors

  1. 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.

  2. Click Save Changes.

Assign Product Groups/Fields

  1. Under the Groups or Fields tab, fill in the appropriate fields. These fields are based on the Product Config.

  2. Click Save Changes.

  3. The product should be added successfully.