Product Profile Overview
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: Closes the profile
: Saves and closes the profile
: Edit the On Hand quantity along with the date and wholesale when purchased
: Applicable to product sets that are considered collections or pre-packs. It allows you to view the individual items included in the set.
: Applicable to products that are considered a set. It allows you to view the individual items included in the set and split to the individual part numbers if the set has an on-hand amount of at least 1.
: Sequence is the order in which the item appears in the category it is saved in. Discountable whether the item is for re-sale (Retail) also referred to as section 1, or a business supply also referred to as section 2 which is not a retail item, nor discountable. Fixed Wholesale when used will overwrite the default discount on an inventory order. Discount allows you to assign a discount percentage that will be applied to the item when adding to an invoice.
: Deletes the product profile
Details
- Part Number: Contains the unique part number for the item. This field allows up to 8 characters and can be a number, letter or combination of both.
- Description: The description or item name can be up to 40 characters long.
- Category: Select the category where you would like the item to be located, or you can also type a letter to scroll to the next category starting with that letter.
- Group: Lists the type of product from a predefined set of groups. Product groups are used when creating product collections.
- Tags: Tags are another way to group items.
Pricing
- Retail/Cost: This number is the total retail price or cost of the product.
- Pkg of: By default the package of should be 1. In some cases (usually section 2), a higher quantity would be entered if there are more than one item in a package that are used separately.
- Per Unit: This is a read-only field and gives the per-unit cost (Retail/Cost divided by the amount per package).
- Taxable: Indicates if tax will be calculated when buying or selling the item.
- Over-the-counter drug: Indicates if the item has an ingredient that is considered an over-the-counter drug or OTC.
- No Inventory: When this option is selected inventory quantities are not tracked (usually for services or business supplies that are a write off when purchased such as section 2)
Inventory
- Ideal: The number you would like to keep on hand.
- On Hand: The number you currently have on hand.
- On Order: The number you have on order.
Dates
- Released: The date the item was originally released.
- Discontinued: The date the item was discontinued.
Usage
Displays the number sold, given as a gift or sample, and returned for the specified time frame with the ability to print.
Charts
Displays charts for Product Usage and Product Purchases.
Audit
View each transaction and where it came from within a specific timeframe.