The Sales product register page allows you to process product register information.
Searching for sales products
You can narrow down the product search by product name, product code or product group. If you are using Two-levelled product categories, you can also search by main group. If you are using the name or product code as the search criterion, you can enter part of the text only. You can include the * and ? characters in a text search. The “*” character represents any character string (also null), and “?” represents any single character. Read more on searching by word here.
When you have specified the search criteria, click on the Get products button at the top of the page. If you are searching for sales products without narrowing your search down further, you do not need to click on the button if the Automatic search is enabled.
The search result is displayed below the search criteria. You can edit the name and other information of the product directly on the results list by clicking on the field in question and saving the changes with the Save button.
- Name - Product search can be narrowed down by the name of the product.
- Product code - Products can be searched for in the register using their product codes.
- Main group - Selecting Main group enables narrowing down the product search to include only products in the selected main group.
- Product group - Selecting Product group enables narrowing down the product search to include only products in the selected group.
- Inactive - You can also search for inactive products by checking the “Show inactive products” box.
At the end, click on Search products, which will give you search results according to your search criteria.
The Product groups button allows you to add new product groups.
Adding a new sales product
Add a new product by clicking on the Add product button, which adds a new product row to the screen. Enter the product name and code in the row, select the product group, accounting account and unit, enter the price and discount percentage, if any, and select the currency, VAT percentage and VAT status. Only the product name is a mandatory data field to fill in. When you have entered all the information, click on the Save button. Product information can be imported from other systems using the Import data function.
Editing of sales product
You can add a new product by copying the information of an old product. Start by selecting the row you want to copy, and click on the Copy button. When you have edited product information save data by clicking the Copy button. The Cancel button cancels the creation of a new product.
You can delete products by selecting a product from the search result and clicking on the Delete button. The software asks if you want to delete or set the product as inactive. Products can be set as inactive by choosing the Set as inactive button. Inactive products remain in the database, but are not shown in the search result, unless the option Show inactive products is selected. Save the changes after deletion or inactivation by clicking the Save button.
Editing multiple sales products
You can edit multiple sales product at the same time by choosing the products you want to edit and then clicking the Edit multiple products button.
Make wanted changes in the Edit selected products window to all chosen products. The Change account button opens the Account list, where you can select the default account of the product. Save the changes made by clicking the Update button. By choosing the Cancel button you exit from the Edit selected products window without saving.
You can add the default dimensions of a sales product easily by clicking on the Default dimensions button in the main sales product register view or by opening the card for the product in question and selecting the Default dimensions button from the card.
The Default dimensions button allows you to define the dimension used for posting the invoices of the product. Define the dimensions by selecting the dimension item or items from the drop-down menu and setting percentages for the items. The sum of the items must be 100%. You can define as many items for each dimension as specified in the Number of dimensions field in the usage settings section, or if the number of items specified for the dimension comes to less than this, as many items as specified for the dimension.
If you want to use product-specific dimensions on invoices, check the following:
- Specify a default dimension for the product in the product register
- Import these products to the invoice from the product register
- Select the option “Accounting by row” in the Additional information section on the invoice. This is the default invoice setting if you have selected post invoices by row in the usage settings. Alternatively, click on the Transactions to rows button on the accounting page.
- Note! The dimension entered for the product is used as the default dimension of the invoice, even if you have entered a partner-specific default dimension for the business partner. The “Combine default dimensions” setting “Yes” in the company info section determines that if there is a default dimensioning for the product, it is used in invoicing, and the default dimension of the business partner is used for dimensions that have no default in the product information.
Read more on default dimensioning.
The Balance values button automatically calculates a value for the last selected item, which balances the sum of the items’ percentages within the dimension to 100%.
The Clear values button clears all default dimension specifications.
The Add item button allows you to add items to the selected dimension. The button is only shown to users who have full rights to basic accounting information.
The product card allows you to save details of the product. First select the product from the search results and then click on the Product card button. The Change account button opens the Account list, where you can select the default account of the product. You can add a product image to your product with the Change image button. The image is for information only, and it will be displayed on the Product card.
Products in the inventory management
The Corresp. product in inventory management button is shown on the Product card page if the company has Procountor’s Inventory management feature in use. The button is used for specifying the corresponding purchase and sales products in Inventory management. In addition, the system displays a field showing the corresponding purchase/sales product in Inventory management and the current stock of the product pair.
You can pair products by clicking on the Corresp. product in inventory management button. If the product does not have a corresponding product, the system opens a window where you can select whether to set an existing product as the corresponding product or create a new one. If the product has a corresponding product in inventory management, the system opens a window where you can select whether you want to clear the product. If you do not want to make any changes, select Cancel.
Set corresponding product in inventory management
Clear corresponding product in inventory management
The Set product selection opens the Product register search page where you can select the product.
The Set up a product selection creates a new product by copying the information of the old product.
The Clear product selection separates the product pair, also clearing the product’s inventory, i.e. the inventory stock is set to zero and the inventory transactions expire. If you want to change the corresponding product in inventory management, you have to separate the product pair first.
The stock of inventory products is displayed on the right-hand side of the search results list on the Products page. You can view the inventory stock and transactions with the inventory report under graphic reports.
Read the Inventory management instructions
Procountor Inventory management is an additional feature subject to a fee.