Difference between revisions of "Category-Add Product"

Latest revision as of 13:22, 18 December 2020

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Products are Catalog Items offered for sale. Products can be tangible (i.e. a physical piece of equipment) or intangible (i.e. a telephone number). Products can usually be recorded in an inventory (again, equipment in stock or available telephone numbers). Products can be associated with Sub-Charges, for example, a delivery charge or an installation fee. They can be combined together with other Products, Services and/or Charges inside Offers Procedure to follow when creating Products:

• On the Actions group box, click on the 'Add Product' link.

• Fill out the General Section of the Product information page (Name, Description, Category),

• Populate the Commissionable check-box if Sales Commissions can be earned on the sale of the Product,

• Populate the Resale check-box if you intend to track purchases of the Product from a Supplier.

• Fill out the Charge section of the Product information page

• Populate the Charge information (Name, Type, Currency)

• Populate the Taxable/Non-Taxable information.

• Populate the G/L Accounting Code with the respective G/L Account

• Populate the Price & Cost information (amount, flat fee or per-unit price)

• If you wish to display or hide zero-price items on the invoice, check or un-check the 'Display Zero' check box.

• Fill out the 'Billing Identifiers' section.

• Click the [Save] button