Overview
Products are the items that are bought or sold. Within each product, you can set a selling price, manage buying prices across different suppliers, and track cost and markup information.
Once a product has been created, additional features become available, including:
👥 Access Permissions
Only users with access to Products can add or edit them. Review user roles before commencing.
Product Details
Opening a new product or selecting an existing product opens the Product Details page. This page includes the product name, product settings, and pricing table.
Product name
Product image: A visual representation for the product
Product name: The name of the product
More options (three dots menu): Duplicate or delete the selected product
📝 Note
Product images can be changed. Removing an image requires contacting support at support@factory.app or send a message via Messenger within Factory.
Product settings
I buy this item
Enable this option for products that are purchased. When enabled, an additional buying section and pricing tab becomes available. This allows you to manage supplier pricing and assign preferred suppliers for the product.
Buying section
Buying pricing table
📝 Note
The preferred supplier price is automatically applied when a product is added to a purchase order using the start typing to add a product function.
I sell this item
Enable this option for products that are sold. When enabled, a pricing section appears at the bottom of the page. This section displays all price levels configured on your account, allowing you to set pricing for each product variant.
I track stock for this item
Enable this option for products that require stock tracking. When enabled, the Tracking tab becomes available for managing stock levels.
Stock fields include:
On Hand: Current physical stock level. This is manually editable
Promised: System generated quantity based on items allocated to orders. This reduces available stock and is adjusted when orders are marked as Delivered, Picked Up, or Installed
Available: Calculated as On Hand minus Promised
On The Way: Stock allocated to purchase orders. This increases On Hand once purchase orders are marked a Received
📝 Note
Quantities added to quotes do not affect stock levels.
I track costs and markups for this item
Enable this option to view and manage cost and markup information for a product. This supports automatic calculation of product pricing.
When enabled, the following columns are added to the selling price table:
Cost
Markup
Price
📝 Notes
Changing cost on an order does not update the cost in the pricing table.
Cost and markup values are not displayed on invoices.
Product is bought/sold tax-free
Enable this option to mark products or line items as tax free. These items are excluded from tax calculations on orders.
📝 Note
To use tax free products correctly, the item code or item number in your accounting system must be configured with the correct tax free account or tax codes.
Product is bought/sold in
Defines how the product is measured and sold:
Basic quantities: Standard unit items
Lineal metres or lineal feet: Used for length based products
Square metres or square feet: Used for area based products
Custom formula: Used for products requiring custom calculation logic
Product Category
Select the category or group the product is listed under in the product catalogue.
Available Materials
Select the materials that make up the product. All selected materials will appear in the pricing section across buying, selling, and stock tracking.
Collaborate over a product to keep all relevant information in one location.
Order History
View all sales and purchase orders for a selected product.
Key Feature
Search
Search for orders using the following references:
Customer
Supplier
Sales order number
Purchase order number
PO number
Filters
Order Date: Filter product orders by a selected time period. Options include year, month, week, or day.
Oder Type: Filter results to show either sales orders or purchase orders.
Statuses: Select one or more order statuses to control which orders are displayed.
Sort
Sort columns in ascending or descending order to organise results based on preference.
View
Control how results are displayed on screen.
Use the dropdown in the bottom right corner to set the number of results per page
Use the navigation arrows to move between pages
📝 Note
A maximum of 35 results can be displayed per page.