Setting up Products

Overview

Before Setting up your individual Product Codes you need to decide on how you are going to categorise your products. You may decide to categorise them in a similar manner to the Chart of Accounts for example in the Demonstration Company the product Categories are Football, Rugby etc, we could however have split the categories into Clothing and Accessories or maybe by allocating  a Supplier to each Category. To access the Product Categories choose Settings » Product & Stock » Product Categories. The following screen will appear.

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To add a new Category simply press the Add button and you will get the following popup. Simply enter in the description of the product category and press enter.

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Once you are happy with your Product Categories you are now ready to setup your Product. To access Product Codes choose Settings » Lookups » Product List. The following screen will appear.

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To add a new Product, simply press the Add button and the following screen will appear.

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Product Category

Select the Product Category from the dropdown list.

Product Code

Enter a Unique Code to identify the product. This code will be used when entering in the details of an Invoice.

Product Description

Enter in the Description of the Product, this description appears on the face of the invoice but can be changed when creating the Invoice.

Sales Price

Enter in the Price which will be charged for the product, as with the description this can be overwritten when creating the invoice.

Sales Nominal Code

From the dropdown select the appropriate Nominal Code from the Chart of Accounts. This should be in the Sales range “001” to “109”.

Sales VAT Rate

From the dropdown select the appropriate VAT Rate for the product. It the VAT Rate on a product varies, select the most common Rate as this can be overwritten while adding the invoice by using the Advance button.

Purchase Price

Enter in the Price which you were charged for the product, if you have not purchased the product this can be left blank.

Purchase Nominal Code

From the dropdown select the appropriate Purchase Nominal Code for the product, if you have not purchased the product this can be left blank.

Purchase VAT Rate

From the dropdown select the appropriate purchase VAT Rate for the product, if you have not purchased the product this can be left blank.

Product Image

The system allows for Images on the printed Invoice. Image can be in JPEG, PNG or GIF format and must be no larger that 256 pixels wide and 128 pixels high. To insert an image press the Choose File button and then press the Upload button. The image will be displayed in the panel on the left.

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