metafresh logo and link to homepage

How do I add a new product?

Steps

  1. Open “Product” from the menu.
  2. Add a new product.
  3. Fill in the field Name.

    Note: This name will appear on documents such as sales order confirmations etc.

  4. Choose a Product Category.

    Note: The product category can be used to control discounts, account assignments and attribute sets of products.

  5. Choose a UOM for the product.

    Note: This UOM is used for inventory management and must not be confused with the sales UOM defined when adding a price!

  6. In the field Search Key enter a product number.

    Note 1: This number will appear on documents such as sales order confirmations etc.

    Note 2: This number can also be assigned automatically.

Next Steps

Example

Further Relevant Fields

Option Effect
Item Material product, e.g. general cargo, packing unit, etc. (standard)
Service Immaterial product
Expense type Controls the account assignment
Resource Product that can temporally only be accounted for once, e.g. machine

Zur Quelldatei auf github.com