Adding and Configuring Products

Modified on: 2018-10-18 21:58:15 -0400


Overview

Location catalogs are where new products are added and configured. Products must first be added to an account level catalog or to an Enterprise level catalog prior to being added and configured in a location.


Adding a product from an account or Enterprise catalog to a location

From the location console > Administration >Catalog 

Click the Add link 

  • From the Add Product page, select the catalog that the product you are looking for is in

  • After selecting the catalog select the criteria to find the product. When using a keyword search, use the apply filter button to search.
  • Check the item(s) that you want to bring into the location
  • If you are going to supply the item later to customers uncheck the I plan on supplying this to other locations in my network option (this can be configured once you are ready for locations to place the item on orders)
  • Save Changes will bring the item into the location so that it can be configured. 

Configuring a product using the product overview

The product overview screen allows users to add the product to units, stations and labels directly from the product. When configuring more than one product, it may be quicker to configure from the object and not inside the product. This article will focus on configuring a single product from the product overview tab.


When configuring a product it is often helpful to look at a similar product's configuration. The Compare Products report allows users to select similar products to view how they are configured. 

  • Click Compare Products and select the product(s) you want to compare to the new product.
  • Click Add Items to create the report

 

Compare Product Report

Use the compare products report to help configure the product


Using the report above as the guide configure the product


Adding the product to a unit from the product overview

  • Click Add to the right of the unit box

  • Select the unit from the drop down box that you want to assign the product to
  • Enter a unit abbreviation if needed (most units do not need one), this would override the units default abbreviation 
  • Enter the quantity per unit
  • Save changes when done
  • If the product needs to be added to additional units, repeat the steps above


Adding the product to a station from the product overview

  • Click Add to the right of the station box

  • Select the station from the drop down box that you want to assign the product to
  • Enter the station group (get this from the comparison report)
  • Select the unit
  • Save changes when done
  • If the product needs to be added to additional stations, repeat the steps above


Adding the product to a labels from the product overview

  • Click Add to the right of the label box


  • Select the label(s) from the add labels form that you want to assign the product to
  • Save changes when done



Adding the product to a rule from the product overview

  • Click the Click here to manage rules link
  • Click Edit to edit the rule that the product belongs in
  • Click Add to add the product to the rule
  • Check the product to add to the rule and click Select Products to add to the rule

  • Set the availability dates, mins, max and rounding multiple
  • Save Changes when done


Setting sales price for the product from the product overview

  • Navigate back to the product overview page (Administration > Catalog > Find and Edit the product > Click Overview
  • Click the Click here to manage pricing link
  • Click Add to add a price
  • If setting a default price select the Sales price if this is a retail product, select the purchase price if this is a vendor product
  • Enter the start date
  • Enter the Price
  • Save Changes
  • If you have specific pricing for certain customers then use the Specify Contacts option to set contact specific pricing
  • Repeat for additional contacts if needed



Once you are done configuring the product, the product overview page will list the setting for units, stations and labels. These setting can be changed from this page.




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