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Refer to the following Cheat Sheets for further information:


Accessing Product Maintenance

StepTask

 Watch the YouTube video:

1

Click  then type Product Maintenance.

2Search for & maintain existing products or create new products.


How to create a new Product

StepTask

Watch the YouTube video here: 

1

Click  then type Product Maintenance.

2

Click

3

Add the Product ID* & Barcode* as needed.

*these can be automatically populated by Frameworks.

4Add the Product Type & Product Description.
5

Add the Customer Description as needed.

(info) These are used for shelf & product labels.

6

Add the Product Group & Product Sub Groups as needed.

7Select the relevant UOM.
8

If a timber tally or lm type product & you want to turn on length validation, tick Length Tally and/or tick Length Validation.

9Select whether GST is to be charged on the product in the GST Code field.
10Add the Settlement Discount details, minimum GP% requirements (Min GP% field) & rounding information (Round Decimals To field).
11Add the Standard Cost of the product.
12Add the Gross Profit % or Unit Sell price of the product.
13

Click .


How to maintain a Product

StepTask

Watch the YouTube video here: 



1

Click  then type Product Maintenance.

2

Search for the product by typing in relevant search criteria into the Search field, then click the <Enter> key.

3

Click the relevant Product ID link to update the product.

* these can be automatically populated by Frameworks.

4

Click the relevant section of the product to update it.

This includes Key Details, General Information, Timber / Sheet Information, Alternate Codes, Product Branch information (branch, branch stock & branch pricing information), Product & Volume Discounts & Product Supplier information.

5

Click to update the product detail.

6

Click .


How to delete a Product

StepTask
1

Click  then type Product Maintenance

Note: By default all records are loaded.

2

Search for the product by typing in relevant search criteria into the Search field, then click the <Enter> key.

3

Click .

(info) If stock exists, or there are outstanding quotes or Sales Orders or an active stocktake exists, you are unable to delete the product.

4

Click .