Sale products

Sale products are created to be used within documents throughout the Sales features.

How to view Sale products

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.

Description: This will describe the sale product.
Code: The unique code to identify the sale product.
Sale Account: When the product is used it will be analysed under this Chart of account code on the P/L.
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.
Sale, Purchase, Expense, Stock, Timesheet etc: These boxes are ticked showing the other features that the Product can be used in.

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.

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

How to create Sale products

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.
- 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.
- Description: Free text.
- 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.

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

For Sales there will be an Accounting tab where you enter the Chart of account which will be the way the product is listed in the P/L.

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.

This tab allows default pricing to be set for the products. When the product is used elsewhere in the system, it will automatically inherit the pricing setup in this section.

You can add resource availability in this tab which allows the product to be used by Resources throughout the system.

This tab will show any Documents using this Product.

Transaction History of the Product.

Once all Product details are entered, press Save.
- This Product will now be available for use.

How to add product availabililty

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.

How to change product information

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.

How to force change to description

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.

Updated January 2025