How to Create a Product: Step-by-Step Guide
1. Accessing the Catalog
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Navigate to the sales portal.
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Click on the catalog.
2. Selecting Product Type
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Click the blue button to create a product.
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Use the drop-down menu to create a service if needed.
3. Entering Product Details
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Category and Subcategory: Select appropriate options.
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Manufacturer: Optional selection.
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Product Name: Enter the name of the product.
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Product Code: Input the unique code for the product.
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Tax Code: Select the applicable tax code.
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Preferred Product: Optional selection for reporting purposes.
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Additional Information: Enter web links, spec sheets, supplier name, supplier code, and manufacturer warranty if applicable.
4. Setting Variants
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Input the weight (in pounds).
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Select the logistics module role type (role, box, or item).
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Example: Choose "box" with a net area of 53.41 square feet.
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Set the Standard Price: $7.00.
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Set the Cost: $3.50.
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Define measurement units (e.g., square feet).
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Specify sales and purchasing permissions.
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Create variant and variant code.
5. Submitting the Product
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Click "Submit" to save the product details.
6. Adding to Store
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Go back to the new catalog item.
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Add the product to a store.
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Select a supplier (e.g., Alita).
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Set the supplier cost (e.g., $3.75).
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Default a Supplier if more than one selected.
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7. Setting Store Prices
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Specify store price (e.g., $7.25).
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Confirm stock item status:
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Stock Item: Will check the warehouse for fulfillment.
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Non-Stock Item: Creates a material request when used in a sales group.
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8. Saving and Finalizing
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Save the product details.
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All information will flow through to the variant, including supplier details and store availability/pricing.
Conclusion
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Review the variant to ensure all details are correct.
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The product is now successfully created and available for use.
Link to Loom
https://loom.com/share/8d37f24d27d247ee920988fde3aac69d?src=composer
reate a product