Products
Products are created to be used within documents throughout iplicit features.
Note
To view the legacy version, please select Legacy User Guide.
This section will show all Products on the system. To view specific Products for differing documents, you can view these on the individual areas - Purchase products, Sale products, Expense products, Stock products, Timesheet products or Loan products.
How to view Products
Viewing Products
As per Generic Navigation options, either from left-hand navigation panel, expand Settings and select Products from the Product folder or enter Products in the Search option.
This will then show the Products on the system where normal customisation of Sets can be used.
- Description: This will describe the product.
- Code: The unique code to identify the product.
- Purchase/Sale Account: When the product is used it will be analysed under this Chart of account code on the P/L.
- Purchase, Sale, Expense, Stock, SKU, Timesheet, Loan, Payroll and Job: These boxes are ticked showing the other features that the Product is used in.
Tip
To modify the columns displayed, select 
option on the right of the column display, then tick/untick the information you want to hide or display.
How to create Products
Create a new Product
Select Products from one of the options as shown above in Viewing Products.
Select New.
Product code: Enter a unique code.
Description: Free text.
Type: Select from the dropdown options.
Other fields are mandatory.
Group: Select a Product Group from the dropdown options, which will result in some fields being auto filled with the group's defaults.
Force Change: Tick this if you would like Users to change the product's description upon using it.
Unit group: This is the Unit of measure group.
Unit: This is the Unit of measure. Choose a Unit group and the Unit both from the dropdown options.
Enter the features that you would like the product to be available for in the Tick boxes.
Depending on the feature boxes that have been selected, various tabs will be available.
Enter the features that you would like the product to be available for in the Tick boxes.
If Purchase or Sale is selected then there will be an Accounting tab where you enter the Chart of account.
The way the product is listed in the P/L through Chart of account codes is setup here.
For example,
Once the Account has been selected, the following popup appears. You can now add default values, and select if they are required or fixed for any documents that use this Product.
Once all Product details are entered, select Save.
- This Product will now be available for use.
How to add Product availability
Add product availability
If you would like to change/amend a Product to allow the Product to be used in other features, select the Product then select Edit.
You can now tick the features that you would like to add to the Products availability.
Select Save when finished.
How to force a description change
Force a user to change the description upon using a product
If you would like to force Users to change Purchase product information upon using it, select the Product then select Edit.
Tick the Force change tick box.
How to Import/Export Products
Import/Export Products
Select Products from one of the options as shown above in Viewing Products.
Select Product Import from the
option.
Enter the name of the Excel file, which is saved on an external source, and other options.
Tip
To create an Import file with the correct field names and formatting, Export a file first and save to your external source. Then use this file to add details ready to import.
Select Submit.
Selecting Queue from the dropdown option will queue the import process until other actions in iplicit are completed.
Warning
iplicit allows a maximum of 5,000 rows in a single Import.
If your Import is too large, an error message will tell you that the Import cannot be processed and will advise you to create smaller Import files.
If the latter is not possible, please contact Customer support.
Updated October 2026