Set up products, variants and units

This guide shows you how to set up the Supply-Chain-owned product catalogue: the units you measure stock in, the categories that organise it, the products themselves with any variants, and the suppliers linked to each product.

Before you start

• Decide the scope each catalogue record belongs to (Organisation down to Position), and be ready to supply the matching hierarchy fields.
• Create your units of measure and categories first so you can pick them when adding a product.

Steps

Create a unit of measure

1. Open units of measure and add one.
2. Fill in:
   • Code (required, up to 60 characters) and Name (required, up to 120 characters).
   • Category (optional) — Unit, Weight, Volume, Length, Time or Area.
   • Base unit (optional) and Factor (optional, greater than 0) — for a derived unit, its base and the conversion factor.
   • Status (optional) — Active or Inactive.

Create a product category (optional)

1. Add a category with a Code (required), Name (required), optional Description (up to 2000 characters), an optional Parent category, and Status (Active/Inactive).

Add a product

1. Add a product and fill in:
   • Type (required) — Good or Service.
   • Code (required, up to 120 characters), Name (required, up to 200 characters).
   • SKU and Barcode (optional).
   • Category (optional).
   • Inventoried and Has variants (optional yes/no).
   • Tracking mode (optional) — None (fungible), Lot, Lot & expiry or Serial.
   • Unit of measure, Purchase unit of measure and UoM conversion factor (optional, greater than 0). UoM means Unit of Measure.
   • Default price, Currency (3-letter code), Default tax code (optional).
   • Accounting links — Inventory, COGS and Purchase accounts (optional). COGS means Cost of Goods Sold.

[screenshot: product form]

Add variants and link suppliers

1. On a product with variants, add a variant: Name (required), optional SKU, Barcode, Default price and Status.
2. Link a supplier: choose the Supplier (required), and optionally mark it Preferred, with a Supplier SKU, Cost, Currency and Lead time (days).

Result

Your catalogue is ready — products, variants, units and supplier links — for use across requisitions, RFQs, purchase orders and goods receipts.

Related

• Supply Chain reference
• Add and manage suppliers
• Set up warehouses