Purchase products
Purchase products are created to be used within documents throughout the Purchase features.
How to view Purchase products
Viewing Purchase products
Select Purchases / Purchase 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 Purchase products in the Quick Launch Side Menu.
This will then show the Purchase 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 
on the top right of the page, then tick/untick the information you want to hide or display.
More Information
- Product Group: A purchase product can be put in a Product group. This will result in the purchase product inheriting the defaults of the Product group such as availability for use in other features such as sales, stock and timesheets.
- Product Code: The unique code to identify the purchase product.
- Description: This will describe the purchase product.
- Account: When the product is used it will be analysed under this Chart of account code on the P/L.
- Expense, sale, purchase and timesheet: These boxes are ticked showing the other features that the Product can be used in.
How to create Purchase products
Create a new Purchase Product
Select Purchase products from one of the options as shown above in Viewing Purchase products.
Press New.
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 purchase products 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.
If other features are to be available on this product, then select them in the Tick boxes.
Depending on the feature boxes that have been selected, various tabs will be available.
For Purchase 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
Depending if other feature boxes that have been selected, various tabs will be available.
This tab will show if the Stock option is ticked in the main details.
Once all Product details are entered, press 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 Purchase 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.
How to change Product information
Change product information
If you would like to change Purchase product information, double click the Product then press Edit.
You can now make changes to the product information.
Press Save when finished.
How to change description
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.
Press Save when finished.
Updated July 2024