Add Products

You create products for items or services you routinely purchase from vendors. Using a product is more efficient than entering the same product information again and again in a purchase order.

Using products also provides consistency in product information you enter in each purchase order.

Warning: You can't delete a product when it is in use by one or more line items.

Add products

From the Products list page, select New.
In the Product Id field, enter a unique ID for the product.
In the Description field, enter a description to help identify the product.
In the Unit of measure field, select the unit of measure to use when measuring the product’s quantity. The entries available in this field are defined under Configuration.
In the Standard unit cost field, enter the price of a single unit.
In the Quantity decimals field, enter the number of decimal places to allow when defining the quantity of a product.
In the Receiving location field, select a location. Receiving locations are defined under Configuration.
In the Vendor field, enter the of the vendor or use the binoculars to locate a vendor.
In the Vendor part number field, enter the number assigned to this product by the vendor.
In the Notes box, enter any comments you want associated with this product.
If you want this product to be used on new line items, mark Allow this product to appear on line items. If you do not mark this checkbox, the product does not appear as an available option when defining line items.
Under Distributions, enter the distribution information for the product and select an interfund entry set.
Under Pricing schedule, enter pricing information for the product. For more information, see Pricing Schedules.
To add custom fields to this product, select Add custom field. Use custom fields to add additional information to the product, and to further filter products when you search. For information on how to add custom fields, see Custom Fields.
Select Save.