Add Products
Create products to standardize purchasing and reduce manual entry. When you use products, you enter consistent details in each purchase order, which improves accuracy and saves time.
Products store key information such as pricing, units of measure, and vendor details. After you create a product, you can select it instead of entering the same information repeatedly.
Warning: You can’t delete a product when it is used by one or more line items.
From the Products list, select New.
Enter a clear Description to identify the product.
Select a value in Unit of measure to define how you track quantity. Units of measure are defined under Configuration.
Enter the cost for a single unit in Standard unit cost.
Enter the number of decimal places to allow for quantity in Quantity decimals.
Select a value in Receiving location. Receiving locations are defined under Configuration.
Enter a vendor in Vendor or select the binoculars to search.
Enter the vendor-assigned value in Vendor part number.
Enter details in Notes you want associated with this product.
Select Allow this product to appear on line items to make the product available during line item entry.
Enter distribution details under Distributions, and select an interfund entry set.
Enter pricing details under Pricing schedule. For more details, see Pricing Schedules.
Select Add custom field to include more product details or support advanced filtering. For more details, see Custom Fields.
Select Save.