<<< PREVIOUS TOPIC NEXT TOPIC >>>
The Product register is used to provide details of items that can be used in Quotes and Invoices.
You can also keep track of stock and measure product sales performance.
There are also utilities that help you maintain a web page structure, print barcode and price labels, and advanced modules designed to help you maintain the stock layout and replenishment of supermarket type operations.
Add Your Own Company
The first supplier to be added to the database is your own organisation name.
Your company may already be in the database so please make sure to check by using the various search functions.
Important details are:
- Name
- What will this contact be? = Supplier (else you cannot load products)
- Group = Z (Z is a Group we will never do any marketing to)
Add Your In House Products and Services
Common product and services that you create or supply should be added to the Products Register.
For example, Labour, Mileage, After Hours Services...
The following topics are designed to increase your knowledge about the Product Register.
We will get to the process of adding a product after discussing a few other topics.
Note: When we refer to Products we actually mean all products, services, and notes.
Display All Products
When you go to the Products Register via the database, you go to the 'Currently Displayed Suppliers' Products only.
For example, in the above picture, we will only display 'MY DEMO COMPANY's products (which were none at this moment).
To display all Products, go to the 'Product Register' via the Main Platform Menu.
A menu will appear with many functions available to you.
Selecting the 'Product Register' button will show all Products loaded into the system.
However in this tutorial we want to review Categories and Headings first. (See Cat/Head below)
Categories and Headings
Categories and Headings provide you with the ability to create a structured Product Register.
You don't have to understand your structure at the moment as you can change this at any time.
The 'About' screen provides a good description about how to use the structure.
The benefits of the structure are for Searching, Sales Reporting and Web Page Development.
See the Reporting Tabs where Headings and Categorie sales can be reported on.
example, in a workshop
1. The Headings could be 'Labour' and 'Parts'
2. Under Categories there would be charge staff names. These would be linked to the Heading Labour
LABOUR
BOB
MARK
JOHN
AROHA
3. Products would be added to the Products Register to suit each staff members charge rate and attached to their respective Category.
LABOUR
BOB
BL = Labour cost $20 rrp $55
MARK
ML = Labour cost $20 rrp $55
JOHN
JL = Labour cost $20 rrp $55
AROHA
AL = Labour cost $20 rrp $55
4. Categories of Part Types could be created and linked to the Parts Heading
PARTS
ENGINE
EXHAUST
WHEELS
5. Products would then be added to the products Register and attached to the Parts Category
PARTS
ENGINE
TE2 = Toyota 2000 cc cost $1,000 rrp $1,600
EXHAUST
T2E = Toyota Exhaust cost $400 rrp $700
WHEELS
T2W = Toyota Wheels cost $700 rrp $950
Reporting could then tell you how much in Parts and how much in Labour was sold for the period.
You can set up and change Headings and Categories at any stage so there is no need to spend too much time on them atb the moment. SoEasy has utilities to quickly restructure Categories and Headings.
Adding a Product
Keeping to the bare basics, these are the details that require loading:
| Supplier's product Code | The code that your supplier refers the product as. If you use a bar code scanner, you can scan the bar code. |
| Your Code | Any code you like. If you leave it blank the Suppliers code will be automatically used |
| Category | 1 = Picklist on Save where as N = add a new Category. If you know the Category Code, enter it. |
| Cost Method | None = no cost Cost = we buy it, and add a markup |
| Sale Price Retail | What is the normal sale price? Wholesale and Distributor pricing will be automatically populate if left at Zero |
| GST inclusive/exclusive | Configure in set up for the default you require |
| Control Stock? | If 'Yes' set the parameters |
SoEasy's product Register is very comprehensive. This instruction is just establishing a basic product.
Hint: Always enter a cost as accurately as possible as Soeasy will keep track of Profitability.
Example: Labour. Enter the cost
When charging labour, try to charge by the minute. SoEasy has systems for keeping track of every minute.
Editing a Product
Find it in the Product Register and select it with your mouse.
Finding A Product
A common method is to 'Filter' what you are looking for
or use the 'Shift" + '?' and search for the nearest match in the current sort order.
Managing an Overseas Supplier or Non GST Creditor
When adding them to the Database, in the 'Add Contact' dialog, select the 'Defaults' button and update the GST Status.
Duplicate a Product
After you add a product, or after you edit a product, you can be prompted to add a similar product.
To switch this option on/off, see the option at the bottom of the screen.
Additional Product Functions
SoEasy's Product Register is very comprehensive.
The best way to review some (not all) of the Product Register features is to read through the menu.
Non Stock Items
Non Stock Items is a code used in billing when you do not have a product loaded. Avoid using NSI as it does not help reporting.
At the very least, a small group of products to the system that roughly provide some kind of analysis capabilities.
You can always edit the description when adding the item to an Invoice/Quote.
