Locating this section in app: Products > Product Catalogue
Adding new Products to the Product Catalogue
Select Add New, and choose Category, Flashing (if enabled), Product or Product Kit depending the product you’re adding.
💡 Tip: we’d recommend creating Categories first to create a well organised and structured Product Catalogue.
Category
Simply add a Category name, at the bottom of the page, and press Enter.
🗒️ Note: to delete a Category select the kebab/other options menu.
Product
Add an image for the product; this will be displayed in the Product Catalogue list
Add a Product Name
Settings: see Settings (these are the same for adding and editing products)
Creating Product Kits
Add an image for the kit; this will be displayed in the Product Catalogue list
Add a Kit Name
Product Kit Settings
Kit description: this is an option description that is displayed on an Order to describe the Kit
Kit Options:
If required, enable:
Use custom kit pricing when adding to order (overrides individual product prices), this means, when enabled, that you can't alter the price of the components when the Kit is added to an Order. You can only add the price of the Kit (see image below; prices for Kit Line Items aren't visible for editting).
Product Category: select from the list of Categories you’ve already .
🗒️ Note: Category names are listed in alphabetical order.
🗒️ Note: if a Category doesn't exist add a new Category.
Display sub-kits on: select to enable where sub-kits are to be displayed displayed
Display individual kit items on: select to enable where the individual kit items are to be displayed.
🗒️ Note: items listed on PDFs are enabled in PDF Settings.
Products in this kit
Add Productadds Products (this includes being able to add existing Kits), from theProduct Catalogueand/or Labour line items, to the KitAdd Sub-kit (creates a sub-kit within the Kit), in the
Product Catalogue.Enter the name of the sub-kit
Add Products to create the sub-kit
Save
Editing Products
To edit a product use Search or the + to expand the Product Category/Products and make edits.
Edit:
Product name
Click in the name to place cursor and make edits.
Product Settings for New and Existing Products
Product options
Enable/disable settings for:
🗒️ Note: the above are multi-select options; choose all that apply (I buy or I sell needs to be selected).
Toggle between settings for each in the Pricing table select utilise the Buying, Selling, Tracking buttons in the Pricing section
I buy this item
These Products are purchased for fabrication.
If enabled edits can be made to Buying and Pricing information (at the bottom of the Product Settings page).
Buying
Select Suppliers and Preferred Suppliers to add pricing to in the Pricing table.
I sell this item
These are products you sell.
If enabled a Pricing section will appear (at the bottom of the page) with a Standard column.
I track stock for this item
Manage inventory (if enabled edits can be made in the Pricing Table at the bottom of the page).
Select Tracking to view Stocktake information
On Hand: stock on hold, to be updated when a stocktake is undertaken
Promised: a non-editable column that automatically updates when Orders are placed
Available: a non-editable column that automatically updates with On Hand minus Promised
On The Way: a non-editable column that automatically updates when Orders are being delivered
I track costs and markups for this item
This allows you to view Cost and Markup information for the product, in order to automatically calculate a product price.
Enabling I track costs and markups for this item will add Cost, Markup and Price columns to your Pricing table.
Adding a Cost and Markup will automatically calculate the Price.
🗒️ Note: a cost of $10 and a markup of 100% would automatically calculate a sale price of $20.
You can define a percentage or dollar based markup by typing a ‘$’ character or ‘%’ character. By default it’ll display as a percentage.
This information is displayed on the Sales Order, at which point a ‘Margin’ section will also display at the bottom of the Sales Order to indicate how much you are making on that Order.
🗒️ Notes:
Altering the Cost on an Order doesn't alter the Cost in the Pricing table
Cost and Markup information isn't printed on a invoice
To remove errors messages related to Cost and Markup, retype the Price as a number with two decimal places in the Price column.
Product is bought/sold in
How the Product is bought and/or sold in:
Basic Quantities: could be off the shelf items, square metreage etc
Lineal Metres: if quantities and length of Product is applicable, lineal metres will be calculated
Product is bought/sold tax-free
Mark certain Products/Line Items as being 'tax free', removing them from tax calculations on orders.
Permanently flag a product as 'tax free' via the new Product is bought/sold tax free option when editing the product.
Exclude specific line items on a Sales Order from tax calculations via the Exclude from tax option found within each Line Item's kebab/other options menu.
🗒️ Note: Important - using tax free products requires your accounting package integration to have been configured with the correct 'tax free' account or tax codes.
Pricing information in the Pricing table
The Pricing table displays Product information (description, details, pricing etc) for each Product variant that you buy and/or sell.
Adding information to the Pricing table
Accounting package Item #: choose the relevant Accounting Package Item number i.e.
MYOB Item #(if integrated with an Account Package has been implemented) to link a Product in Factory to a corresponding Product in your accounting package to ensure invoices sent from Factory to your accounting package reference the correct products.
Edit and add Attribute columns
Add a Product Description, or other details including pricing, to Attribute columns.
💡 Tip: create your own, or copy a Product Description provided by the manufacturer/supplier to save you time in creating one.
Add or delete attribute columns by selecting the dropdown arrow on the column header
Show/Hide details of the attribute column on PDFs. Select the V beside the attribute column name, and select which PDFs you'd like the details of the column displayed on
Change the name of attribute columns by clicking in the column heading.
🗒️ Notes:
Toggle between Available Materials listed to enable separate prices and discounts per material. These are enabled under Available Materials.
Adding/editing prices
For I buy this product: add prices under each Supplier to correspond with a Product variant
For I sell this product: add prices to the Pricing columns created in Price Level Manager.
🗒️ Note: Use Price Level Manager to set discounts offered by your business.
Adding/editing Product variants
Add Product variants where products vary in size, weight etc.
And Save.
Product Category
Select which Category/Group the Product should be listed in/under in the Product Catalogue.
🗒️ Note: Category names are listed here in alphabetical order
Available Materials
Select the materials that the Product is made out of.
🗒️ Note: these will appear in the Pricing section.
Toggle between Available Materials listed to enable separate prices and discounts per material.
