Products

Products are created to be used within documents throughout iplicit features.

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.

Viewing Products

Select Product / Products from the Settings section of the pulse menu -

Note

This is an example screenshot of the pulse menu.

Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

or enter Products in the Quick Launch Side Menu.

This will then show all the Products on the system where normal customisation of Sets can be used.

And Tree option will be available where you can toggle the rows to different levels.

Tip

To modify the columns displayed, select in the top right of the page, then tick/untick the information you want to see or not.

More attribute information

• 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.

Create a new Product

1. Select Products from one of the options as shown above in Viewing Products.

2. Press New.

   

3. Enter the following fields as required, some will be mandatory.

   • Product code: Enter a unique code.

   • Description: Free text.

   • Type: Select from the dropdown options.

   • 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.

   

4. Enter the features that you would like the product to be available for in the Tick boxes.

   

5. Depending on the feature boxes that have been selected, various tabs will be available.

   

   For example, if Purchase is selected then there will be an Accounting tab where you enter the Chart of account.

   

   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.

   

   Other Products tabs explained

   

   • Stock
   • Pricing
   • Accounting
   • Resource Availability
   • Custom
   • Tracking
   • Documents
   • Log

   This tab will show if Stock option is ticked in the main details.

6. Once all Product details are entered, press Save.

   • This Product will now be available for use.

Add product availability

• If you would like to change/amend a Product to allow the Product to be used in other features, double click the Product then press Edit.

• You can now tick the features that you would like to add to the Products availability.

  

• Press Save when finished.

Change product information

• If you would like to change Product information, for example allow the Product group or description, double click the Product then press Edit.

• You can now make changes to the product information.

  

• Press Save when finished.

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, double click the Product then press Edit.

• Tick the Force change tick box.