Sale products
Sale products are created to be used within documents throughout the Sales features.
Viewing Sale products
Select Sales / Sale 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 Sale products in the Quick Launch Side Menu.
This will then show the Sale 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 Information
- Product Group: A sale product can be put in a Product group. This will result in the sale product inheriting the defaults of the Product group such as availability for use in other features such as purchase, stock and timesheets.
- Product Code: The unique code to identify the sale product.
- Description: This will describe the sale 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.
Create a new Sales Product
Select Sale products from one of the options as shown above in Viewing Sale 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 sale 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.
If other features are to be available to 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 Sales 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 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.
Add product availability
If you would like to change/amend a Sales 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 Sales product information, 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 Sales product information upon using it, double click the Product then press Edit.
Tick the Force change tick box.
Press Save when finished.