From Orders, select Manage inventory> Manage products
Current Products
Lists all of the defined product codes. Select a product code from the drop-down list to view the product's details on the Manage products window.
Code
(Required) Enter a specific code for an individual product.
Category
(Required) Select a product's category from the drop-down list. Product categories are defined on the Set up product categories window (from Orders, select Set up tables > Product categories).
Status
Select a product's status from the drop-down list. The default status for all new products is Active, and you can assign the following status codes to your products at any time during a product's life cycle:
See Product Status Codes for detailed information about product status code functionality.
Title
Enter a brief, descriptive product title. A product's title displays next to the product's code on windows and reports; product titles can be edited when entering orders.
If the Print 1st Line Desc on Statement option is enabled on the AR/Cash Set up module window (from AR/Cash, select Set up module), the product title entered in the Description field on the Overview tab of the Enter and edit orders window prints on invoices and statements. The product title entered in the Description field also displays on the AR/Cash tab on the Manage customers window and on the AR/Cash Enter and edit cash receipts window. If the Print 1st Line Desc on Statement option is disabled on the AR/Cash Set up module window, only the order number prints on statements and displays on windows.
Description Fields
All description fields hold product descriptions, to a maximum of 5000 characters:
Enter the product description to be seen by staff. The text entered in the Desc field does not appear on printouts, but it will appear on the product's web description if none exists in Web Desc.
(Applicable for e-Orders) Enter the description for a product catalog; the description can be used for reporting.
(Applicable for e-Orders) Enter additional product information; the description can be used for reporting.
(Displays only if you are licensed for e-Orders) Enter the description to display on the Product Detail page; otherwise, the web page uses the Desc text, if any.
Pricing
The Use Member Pricing option on the Overview tab of the Enter and edit orders window allows you to apply Regular product pricing for non-member customers.
If the Non-Member field is blank, a product's price defaults to the value entered in the Regular field for non-member customers. You can override a product's default price at order entry, and the Use Member Pricing option on the Overview tab of the Enter and edit orders window allows you to apply Regular product pricing for non-member customers.
Options
When an order is generated for a product used as a Fund Raising premium, the Notes field on the Order Details tab of the Enter and edit orders window displays the text "Premium order for Transaction TransNum, Batch BatchNum" (for example, Premium order for Transaction 1438, Batch 08062004). See iMIS Fund Raising for details about using premium products.
The Default Warehouse field displays only if a product is a stock item and the Enable Multi-Warehouses option is enabled on the Inventory System Setup window (from Orders, select Set up module, and click ). If a default warehouse is defined on the Inventory System Setup window, the Default Warehouse field defaults to the warehouse defined on the Inventory System Setup window. A product's default warehouse can be overridden at order entry on the Product Detail window with a warehouse that is pre-defined for the product.
Individual warehouses are set up for products on the Warehouses window (from Orders, select Manage inventory> Manage products, select a product from the list of Current Products, and click ).
An Entity value can be left blank if the entity owner is the same as the default Orders entity assigned on the AR/Cash Set up module window.
See Understanding Multiple Entities and Orders for detailed information about product-level entities.
Product Kit
Enable this option if a product is a kit. A kit is a group of individual products sold as a single unit. The Product Kit option displays only if your system is licensed for product kitting.
button
(Not shown in example, displays only when the Product Kit option is enabled) Opens the Kitting window used for defining product kits.
Total
The totals are display only:
The number of products displayed depends on the number of products entered in the On Order field on the Inventory / Warehouses window (click / on the Manage products window).
button
Opens the Special Pricing window used for setting up specific product price calculations.
button
Opens the Upsell/Replace window used for designating Upsell, Cross-sell, and Replacement items for products.
button
Opens the Accounting window used for entering product account information.
/ button
button
Opens the Publication Demographics window used for defining additional information for publications. The button displays only if the Use Publication Demographics option is enabled for a product's category on the Set up product categories window (from Orders, select Set up tables > Product categories).
button
(Displays only if you are licensed for e-Orders) Opens the Web Options window used for displaying a product on the Web.
10.6 Production Release. Updated 2/24/2006 11:10:31 AM
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