Note: The products are created automatically when imported from QuickBooks.
The Add New Product option enables you to create new product records in the database. Perform the following procedure to create a new product record:
-
- Click
button.
- Click
The Product – Add page is displayed.
2.
- Populate the form with required details as tabulated:
| Field | Description |
| Fields marked with (*) are mandatory. | |
| Product ID | Enter a unique ID representing the product. |
| Product Name | Enter the name of the product. |
| Product Description | Enter a description about the product. |
| Product Level | Click the drop down list and select the level of the product. The available options are the following:
· Product Level 1 · Product Level 2 · Product Level 3 · Product Level 4 · Product Level 5 You can also click button to view the Option List. |
| Sub Product Of | Enter/pick the sub province. You can enter the complete sub province name or enter partial sub province name. As you key in the characters, matching sub province names are displayed as suggestions. You can pick the appropriate sub province name. Or, you can click button to pick a sub province name from the Lookup window.
You can navigate to the Product page, by clicking the button. |
| Full Product Name | This field is auto populated. |
| Product Cost | Enter the product cost. During QuickBooks import, this field gets auto populated with the value from QB. |
| Product Price | Enter the product price. During QuickBooks import, this field gets auto populated with the value from QB |
| Product Type | Enter the product type. During QuickBooks import, this field gets auto populated with the value from QB |
| Account Name | Enter the name of the account. When importing from QuickBooks, the account name to which the Product is associated gets auto populated. |
| Commission Rate | Enter the commission rate. |
| Commission Amount | Enter the commission amount. |
| Flexi Text 1 | This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed. |
| Flexi Text 2 | This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed. |
| Flexi Amount 1 | This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed. |
| Flexi Amount 2 | This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed. |
| Flexi Amount 3 | This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed. |
| IsActive | Select the check box adjacent to this field, if you want to keep this product as active. |
| Discount Amount | Enter the discount amount applicable on the product. |
| Discount Percentage | Enter the discount percentage. |
| Preferred Vendor | Enter the preferred vendor name. |
| Owner | This field is auto populated with the name of the user who has created this record. |
3.Click 
button to save the company information.
You can also click 
button to save the company information and add another company.