Creating a Product

Before you can buy and sell an item, you must define at least the "Product ID" in its "Product Record."

1. Return to the Main Menu. (Clicking the WebSBA logo will always take you there.)
2. Click Create New Products under the Products module. The following input screen will appear. You can accept the default "Product ID" (permanent mandatory field) or you can select the default number and replace it with a name or number of your choice. See the second screen bellow. 
3. Enter a Product Name to clarify  the product ID (up to 40 characters).  The "Description" field allows for a verbose description of the product. (Always avoid special characters in any of the input fields). Click on the down arrow in the "Type" field to select a type of product. Component, Assembly, Finished Product, or non-inventory product. In the example bellow, the type of "component" was selected. The "Category" and "Class" fields are provided  to allow for sorting. In this example the category is abbreviated with "COM" and the class  with "CPU". In the "Unit of measure" field one may enter LB, FT for pounds and feet respectively. The user in the example bellow left it empty. The "Reorder level" field is provided for those who use (EOQ) Economic Order Quantity for ordering inventory. The "Units Sold" field is maintained by the system. Whatever value you enter you enter, in the the "Unit Price" field, will be used as a default selling price when you create a invoice later. Click on one of the radio buttons to indicate whether the product is taxable or not. The "Average cost" filed is maintained by the system. You can enter a number when you firstly create a product.  The labor, and Overhead fields are used to input the respective cost of an assembly. The value in the markup input field will be used by the system to compute the selling price of the assembly. The "GLAssets GLCogs and GLSales" fields will default on the accounts set under "Company preferences". The "Discontinued" filed can be used to select whether the product has been discontinued. Click on the down arrow for a selection. The "Lead time" and "Lot size" fields are used for EOQ inventory ordering. In the example here the 0 indicates immediate delivery with no wait. A value of 1 would indicate one unit of the planning horizon. The "Picture URL" and "Document URL" are used for those who will be selling products on the web to enter the URL of a picture and a document of the product respectively.   Click Save Product complete the process. To make changes to any  
4. You will receive confirmation that your new product has been created.

Product COM-CPU-XE15 was successfully created using the data below.  "The "Maintain Products, Start Over - Help" heading doesn't show immediately upon saving the product. It shows up subsequently when the record is accessed through  "Maintain Products" menu entry to view Edit or delete the product.