How to create a new product

Step 1: Generate Unique Product Code and Description

• Start by creating a unique product code that distinguishes this product from others in your inventory.

• Ensure that the product description is also unique. For instance, if you already have a product named "SOYSAUCE" with the description "Soy sauce 1 case," you cannot use the same description for a new product.

Step 2: Set Units of Measurement (UOM)

• Determine the appropriate Unit of Measurement (UOM) for your product, such as Case, Box, Piece, etc.

• Choose the relevant measurement that corresponds to the selected UOM.

Step 3: Configure UOM2 (Optional)

• UOM2 allows for more complex unit conversions. Consider a scenario where you sell products in cases, and each case contains 12 bottles of soy sauce.

• Define the relationship between UOM and UOM2. For example, set one case equal to 12 bottles.

• This feature may not be currently utilized in the program but could be relevant in the future, so setting it up is recommended.

Step 4: Select Selling Method

• Choose the appropriate selling method from the dropdown box:

  • Catch Weight: If each individual box has a unique weight, the sum of weights multiplied by the price yields the extended price. The program also verifies if the weight falls within the minimum and maximum range.

  • Fixed Weight: All boxes of the product have the same weight. The program assists in calculating the total weight based on the number of cases.

  • Qty (Quantity): Selling by the case without considering weight. The extended price is determined by multiplying the number of cases with the price.

Step 5: Assign Product Category

• Select a product category that best fits the new product.

• Note that if the product category is designated as "Charges," it will not be included in sales reports. For example, if you charge customers a transportation fee and categorize it as "Charge," it won't appear in sales reports.

Step 6: Choose Product Type

• Determine the appropriate product type for the new product.

Step 7: Enter Additional Information (Optional)

• Manually input the product's cost, current quantity, stock quantity minimum, stock weight minimum, and total weight (if applicable).

• Leaving these fields blank is acceptable if you prefer not to enter the information.