Add a Product

To add a new product, you must create a Product Master containing relevant company information. Follow the easy steps below to create a master entry for your product. If you do not have information to enter into one of the product fields leave it blank. You may go back and edit the master after you create it to enter or change any information. If you have a large number of products to enter from a manufacturer, see the Product Import page for help importing products.

Note: These instructions will allow you to create a Product Master with the minimum amount of required information regarding your product. For more information regarding product fields, see the Product Master page.

1.Starting from the main screen, select the Product Master by clicking on the icon in the toolbar, or by selecting File > Product > Master.

2.Click the New button in the bottom toolbar. This will open a new product record.

3.Enter a Product Number into the blank field to the left of the

and press Tab. For this number, you may use any combination of letters and numbers. If possible, you should refrain from using symbols in your product numbers. This includes number signs, ampersands, quotation marks, etc. Symbols in product numbers can cause issues with searching, and display on the web if you choose to use an e-commerce option.

4.Enter a description of the product in the Product Description box and press Tab. Note that when you search for a product using the

, it will search using this description.

5.Assign the product to a product line by entering the product line code in the Product Line field and pressing Tab. You may also use the

to search for the correct product line.

Note: While this is all of the required information for creating a Product Master, we recommend that you enter as much additional product information as possible. For help regarding additional sections of the master record, see the Product Master page.

6.Click the Save button in the bottom toolbar to save your new product to the system. This will bring you back to the blank Product Master screen that you started from.

Note: You may go back and edit the product information at any time by first entering the Product Number in the appropriate field and pressing Tab, or by using the

to search for the product, and then clicking the Edit button in the bottom toolbar. This will open the master entry and allow you to add or change product information.