Setting up Product Accounts
Setting up Product Accounts
Before setting up a product account, ensure you have set up the appropriate product group for the account. See Setting up Product Groups for more details.
Setting up all product accounts at the beginning and having all details to hand (such as stock control for each product) will save time when posting transactions later. Editing products to add in extra information at a later date is extremely time-consuming.
Select Products in the Folders list (left of screen) and select New on the menu bar (at top of screen), and an Add New Product screen appears:
The Add New Product screen in ABM. The toolbar includes Save & Close, Save & New, Copy, Paste, Print, Send To Excel, Attachments, and Margins buttons. The left panel shows navigation sections: Prices and Styles, Product Details, Sales Information, Purchasing, Locations, and Components. The Prices and Styles tab is active, showing the Details section with fields for Product Type (Active Product dropdown), Stock Control Unit (Each), Product Title, Minimum Quantity, Product Code, Maximum Quantity, Barcode Number, and Lead Time in Days. A Stock Status section shows a grid with columns for Location, Quantities on hand, Free Stock, etc. Below is a pricing table with rows for Each, Pack, Box, and More units, and columns for Unit, Ratio, Price, Retail, Wholesale, Trade, Web Site, Singapore, China, British, Danish, and Barcode. A GST Included checkbox is at the bottom.
Add New Product
The Add New Product screen contains the following sections: