The Product Master screen can be accessed by clicking on the Product icon in the toolbar, or by clicking on File > Product > Master. Click on any of the tabs above for information regarding a specific section of the Product Master screen.
To view information pertaining to an individual product, enter the product number or part of the description into the Product Number field at the top of the screen and press Tab, to search for the correct item. The fields at the top of the window will update based on the product selected.
Product Status
The status field in the top right corner of the Product Master indicates how it is handled in the system. Status for a product can be changed at any time. Product Status may also be set by warehouse, under the Setup > Purchasing tab.
Active - This product is stocked in your warehouse. The system will prompt you to have an On Hand quantity of one at all times.
Inactive - This product cannot be ordered or quoted. Inactive items are typically hidden from search results and can only be located by running a report or entering the exact Product Number. We strongly recommend setting products no longer in use to Inactive status instead of deleting the item so that history is maintained.
Non-stock - The product is not stocked, but may be offered as a special order item. The system will never prompt you to order this item unless there is an open commitment for a customer.
Discontinued - The product has been discontinued. Discontinued products display an on-screen message below the item when it is added to a Sales Order or Purchase Order. The message will not print on any documents. When inventory on this item reaches zero, it is recommended that the product status be changed to Inactive so that it cannot be purchased or sold.
Consumable - The product is typically a non-inventory item (freight charge, labor charge, etc.). Inventory is not tracked on consumable items. When a consumable item is sold, it will not post to the Inventory account in the General Ledger, since it is not reducing your inventory. Consumable items will post to the G/L account specified on the Product Line, or to a Non-Inventory G/L account specified in your G/L Control table.
Product settings can be found under the Setup tab. This information can be edited by users with the necessary access level permissions, by clicking the Edit button in the bottom right corner. When you have made the necessary changes, click the Save button to save your changes.
Create and Run Custom Reports
Use the Report button in the bottom left corner of the Product Master window to run custom reports on your customer accounts. These reports can be printed, faxed, emailed, viewed on screen, or exported to Excel. For more information and instructions, see the Product Reports page.
Product Templates
Templates can be created to automatically populate fields for new products created in the Product Master or using the Fast Product function in the Sales Order or Purchase Order screens. Select the template to update by right-clicking on the blank Product field and selecting from the drop down menu (shown below).
The Default Template is used for new items created in the Product Master, while the Fast Product Template is used for new items created in the Sales Order and Purchase Order screens. After selecting the template, click the Edit button in the bottom right corner and make changes to any fields under the Setup tab. Click the Save button in the bottom right corner to save your updated template.
Common Functions
Merging Products - two products can be merged to create a single product entry. For instructions about merging products, click here.
Changing Product Numbers - product numbers may need to be changed for Fast Products and items that were entered incorrectly. For information about changing a product number for an existing product, click here.
Hide Units of Measure from Sales Orders - units of measure can be selected to be hidden from the Sales Order screen. Customers will not be able to order for this unit of measure, but it can still be used on Purchase Orders, Stock Transfers and Inventory Adjustments. For more information,