What configuration do I need to complete before adding products?

In order to create a Product, the following must be configured within your system:

• Product Categories/Sub-Categories


• Product Statuses


• Product Access (optional)


• Product Stores (stock control only)

01. Product Category

a. Go to Administration -> Products -> Category, and select [Create]

b. Enter a Category name and a description (optional), then click on [Create]

c. If Sub-Categories are required, save the changes, and then Edit the Category you have created. Click on [Add] on the following page as many times as needed. Each Sub- Category requires a name and a code. Click [Save] and [Apply Changes] to finish.

Please note that Categories are mandatory when configuring Products, but Sub-Categories are optional.

02. Product Statuses

a. You can configure Product Statuses through Administration, or by clicking on the “Status” tab within Category. Select the [+] button to the right.

b. Enter a name, configure additional options if required, and click on [Add Status]

03. Product Access (optional)

a. You can configure Product Access through Administration, or by clicking on the “Access” tab. Select the [Create] button to the right.

b. Enter a name for the Role and a description (optional), then click on [Create]

Please note that this is not mandatory for the Products functionality.

04. Product Stores

A “Product Store” amounts to a location where the Product is stored. It could be an Asset (e.g. building), and this would need to be pre-configured in your Assets tab. Alternatively, it could be a fixed location, which would be an address.

a. You can configure Product Stores through Administration, or by clicking on the “Stores” tab. Select the [+] button to the right.

b. Select the Postcode Location of the Product Store, or the appropriate Asset if the Store is labelled as such, and then click on [Create].

05. Tax Rates

If you wish to use Prices with Products, you will need to have Tax Rates configured on your system. This can be done via Administration -> General -> Local Tax Legislation. Add as many Rates as required, and then click on [Apply Changes].

06. Units

You will need to add a Quantity (e.g. Bins, Certificate, Dozen) for your Product. This can be done via Administration -> General -> Unit, and clicking on [Create]. Enter the name, specify it as a “Quantity”, and then click on [Save].

07. Stock Control

To enable Stock Control within your system, go to Administration -> Products -> Settings, and set “Enable Stock Control” to “Yes”. Select [Apply Changes] to finish.