Product Codes

Overview

While setting up the business you need to setup any goods or services you might be selling as Product Codes. To access the Product Codes choose Settings» Products & Stock »Products. The following screen will appear. 

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Product Category: This will be how you categorize your product e.g. Laptop will be under Electronics.

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 the Description of the Product; this description appears on the Invoice and can be changed while creating the Invoice.

Sales Price: This is where you set the price of the product you are selling, 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. If the VAT Rate on a product varies, choose the most common rate as this can be over written while adding the Invoice by using the Advance button.

Purchase Price: Enter the Price which you are charged for the product. If you have not purchased the product leave this field as blank.

Purchase Nominal Code: From the dropdown select the appropriate Purchase Nominal Code for the product. If you have not purchased the product leave this field as blank.

Purchase VAT Rate: From the dropdown select the appropriate VAT Rate for the product. If you have not purchased the product leave the field as blank.

Product Image: Surf Accounts will allow the images to print on the Invoice. The image can be in JPEG, PNG or GIF format. The maximum size of the image could be 450 pixels in width and 160 pixels in height. To insert the image select the “Choose File” button and click on the “Upload” button to insert the image.  The image will be displayed on the left panel. 

Once you have your information filled out you then click on Save. 

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To Edit: You can edit a Product code, you can do this by clicking on open. 

Once you have clicked open you can then make the necessary changes you need and simply click on Save.

To Delete: To Delete a Product code you simply click on Delete, however, you will not be able to delete a product code that is in use. Meaning if this product code is being used in an invoice/credit note.

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