How do I add a new product?

Steps

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

   Note 1: This name will appear on documents (e.g., sales order confirmations, purchase order confirmations, invoices, etc.).
   
   Note 2: The Search Key is filled in automatically according to the numbering rules which can be configured individually.

4. Pick a Product Category.

   Note: The product category is used to control discounts, account assignments and products’ attribute sets.

5. Pick a Product Type.
6. Pick a UOM (unit of measure) 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!

7. Set the desired Organization at the bottom right. To do so, enter part of the organization’s name into the field and click on the matching result in the drop-down list.

Next Steps

• Record purchase and sales prices for the product.
• Add packing instructions to the product.
• Configure the product for manufacturing.

Further Information

• The field UOM (unit of measure) specifies the unit in which the product is managed in stock (stock-keeping UOM).

  Note 1: Once the first receipt is issued with this product, the stock-keeping UOM cannot be easily changed.
  
  Note 2: You can define a different sales UOM under the record tab “Price”, detached from the stock-keeping UOM. In this case, you also have to define a UOM conversion.

• The field Product Type specifies the type of product.

  Option	Meaning
  Item	Material product, e.g., piece goods, packaging, etc. (default)
  Service	Immaterial product
  Expense type	Controls the account assignment
  Resource	Product that can temporally only be accounted for once, e.g., a machine, an employee, etc.

• The checkbox Is commissioned (i.e. Commissionable) specifies whether the product is eligible for commission contracts.
• The checkbox Stocked specifies whether the product is kept in stock (provided the product type is set on “Item”).
• The checkbox Purchased (i.e. Procurement item) specifies whether the product is available in purchasing.
• The checkbox Sold (i.e. Sales item) specifies whether the product is available in sales.

Example