Step 1

1. Click "Sales" on menu.

2. Select "Products" on the submenu.

3. Click  to add new document.

Step 2

1. Fill in “Product Name”.

2. “Can Be Sold” Or “Can Be Purchased”

   • If product only can be sold – Sales only (*This product will appear in Customer Invoice list).

   • If product only can be Purchased – Purchases only (This product will appear in Supplier Invoice list).

   • If product can be sold and purchased (Default) – Check for both (This product will appear in both Customer and Supplier list).

3. Under Information Tab

   • Product Type: 3 different settings

     • #1 Stockable Product – This is mainly use on Stock control stock (if you need to have proper stock in/out).

     • #2 Consumable - This is mainly use on non-stock control product (if you like to avoid product tracking).

     • #3 Service – This is mainly use on Services. Example: Transportation, Rent and etc.

   • Unit of Measure - Please select correct UoM on first time before Save. *UoM will not allow to change once you have Save and perform transaction.  

   • Sale Price - Your Product Selling price (This will appear in your Quotation, Sales Order, Customer Invoices).

   • Active – Default is “Checked”. Only if you would like to deactivate this product (Unchecked) and system will not show this product anymore.

   • EAN13 – mainly for Point of Sales System.

   • Internal Reference – 2 main functions

     • #1For Point of Sales not EAN13 code scanning.

     • #2For Product Reference (ex: A0232). Product will appear as:  [A0232] Screw Driver.

   • Description field: It is for additional internal notes.

Step 3

1. Under Procurements Tab

   • Cost Price – Your product Purchase price (this will appear in your RFQ, Purchase Order, Supplier Invoices).

   • Supply Chain Information – Default Routes set to “Buy” and “Make to Order” is associate link with Manufacturing.

Step 4

1. Under Inventory Tab

   • Quantity on Hand – update product qty here (aka: manual adjustment update).

   • Other field are related to Storage location which for internal tracking purposes.

Step 5

1. Under Sales Tab

   • Warranty and Lead time – 0 month and 7 days (Default).  

Step 6

1. Under Accounting Tab (consulting your accountant for Account entry)

   • Internal Category - All (Default).

   • Income Account - 410101 Sales (Default).

   • Expenses Account - 610501 General Expenses (Default).

   • Customer Taxes - SR (Default)

     • Once you set Tax code and Invoices/SO, it will auto populated Tax codes for this product.

   • Supplier Taxes - TX (Default)

     • Once you setTax code and Invoices/PO, it will auto populated Tax codes for this product.

2. Click  once you completed