Select Product

Select the product code. Search for a product using the Accredo Lookups.

Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Edit (F11)

Enter edit mode, to edit the product details.

Insert (F4)

Click to add a new product.

Duplicate (Shift+F4)

Duplicates the opened product.

Delete (F3)

If active documents or transactions exist for the record, or if the product is on an unposted stocktake, delete will not be allowed.

Print Product Sheet (Ctrl+P)

Prints a Product Sheet report, using IC Print Product Sheets.

Print Label (Ctrl+L)

Prints labels for the current product, using IC Product Labels.

Hide / Show Prices (Ctrl+H)

Show or hide the Cost Prices panel and Sell Prices grid. Allows hiding sensitive information. To hide by default use an OnOpen script.

Product Quantities (Ctrl+Q)

Opens IC Product Quantity showing quantities at each location (Accredo Saturn Only), to view stock availability and pending stock movements. Allows juggling stock 'on the fly'.

Product Tracking Quantities

Opens IC Product Tracking Quantities for the product.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Product Tab

Product Code

A unique alpha numeric code of up to 28 characters. Data can only be entered when inserting new products.

Valid characters for new Product Codes are A-Z, 0-9 by default. Other characters to allow may be specified in IC Settings Misc tab.

Description

Further product description. This is printed on documents by default.

Details

Further product details.

Alternate Code

Alternate alpha numeric code.

Bar Code

The default bar code for the product. Other bar codes can be added from the Suppliers/Bar Codes tab.

Creditor

The default Creditor code the product is purchased from. Other suppliers can be added from the Suppliers/Bar Codes tab.

Comment

Further comments.

Stock Group

The Stock Groups closing stock and stock on hand values for this item to be attributed to. These are also commonly used for grouping inventory reports. Required.

Expense Code

The AP Expense Code for the product. This will override the default expense code on PO Orders and AP Shipments.

Category 1

Category 2

Categories for Products. Categories can be added from Categories 1&2, or click Open Category (Shift+F12) on the Lookup. Labels can be replaced in IC Settings.

Non-Diminishing

Clear, stock quantities increase and decrease as Sales, Receipts and Credits are processed. Use when this is a stock item to maintain quantities of.

Selected, sales figures are recorded, but no stock quantities are maintained. A common example is labour. If you do not require stock control, this can apply to all products.

Kitset Products are a combination of items sold as a single unit. The Kitset contents are defined from IC Components. Stock quantities are not maintained for Kitsets, they must be set up as non-diminishing. Depending on the Component mode at the time of invoicing, a sale can be recorded against the Kitset item and the components used (Manual Component mode) or a sale can be recorded against the components (Automatic Component mode).

Records can be changed from diminishing to non-diminishing only if there are no pending transfers (Accredo Saturn Only) or pending manufactures. Records can be changed from non-diminishing to diminishing if there are no pending allocation where the product is a kitset (see the Quantities tab).

Manually Costed

Usually, when invoices are posted, the current Cost Price is used to calculate the cost of sales.

Selected, the Cost Price is entered on the invoice or job transaction, may be edited, and is not updated at the time of posting or repricing. This is for items with a Cost Price that can vary later, but at the present time, the exact cost is known for entering a sales order, invoice or job transaction.

Note: Kitsets cannot be manually costed.

Back Order

Selected, the item can be back ordered in OE.

Clear, the item cannot be back ordered.

Note: Back-ordering for Non-Diminishing products is further controlled by the OE Setting to Allow Back Orders of Non Diminishing Products, and for Manual Kitsets and their components by the IN Setting to Supply Whole Manual Kitsets.

Weight / Volume

These fields can be used in combination with a script to calculate freight on sales orders and invoices.

Note: For Automatic Kitset products, the Weight and Volume on IN Invoice and OE Orders will be calculated from the component lines, and these fields will not be used.

Commission (%)

Only applies if IN installed and you require commission figures for sales people. The commission percentage of the net price invoiced (or profit), accumulates against the Sales Person code specified on an invoice. To set the commission basis, see AR Settings.

Note: For Automatic Kitset products, if any of the component Products have a Commission % set, the Commission % of each of the products will be used. You can manually change these.

Base UOM Code

Only available if UOM Status is set to Pending or Active in IC Units of Measure.

The base stock unit, all quantities for Other UOM Codes are calculated from this unit.

For Products with a Base UOM Code, the decimals are set by the UOM Code.

Unit

The stock and selling unit shown on reports and printed invoices when UOM Status is set to None in IC Units of Measure, or the Product does not have a Base UOM Code specified.

For Units (where the Product does not have a Base UOM), the number of decimal places for quantities can be set in Decimals. For example, if you sell a Product with a unit of metres, you will require 2 decimal places for 0.25 of a metre.

Component Mode

• None - Components not in use.
• Manufacture - for Diminishing products only, product can be Manufactured from components.
• Automatic Kitset - for Non-Diminishing products only. When product is selected on a Sales Order or Invoice the Components are expanded. It is the components which are sold at their sell prices.
• Manual Kitset - for Non-Diminishing products only. When product is selected on a Sales Order or Invoice components are expanded as Usages. It is the Kitset product which is sold at the kitset selling price.

Open (Shift+F12) opens IC Components where you can add or edit components.

Discontinued

Selected, discontinued products are excluded from Generate Purchase Order.

A PO Setting controls whether discontinued products can be selected on purchase orders. Discontinued products may be automatically made inactive once all quantities are zero during End of Period or Year, see IC Settings.

Inactive

A product can be inactive if there are no Stock Quantities, (Quantities tab) and the product Value is zero (Activity tab). Inactive records cannot participate in transactions. Mark superseded or no longer stocked products inactive. Inactive products are hidden from view but their financial information and history is retained for reports. Inactive records can be opened, click Show Inactive Records (Ctrl+I) on the Select Product Lookup.

Clear, products are re-activated.

Cost Prices

Cost Prices can be made unavailable using Cost Price permission (set in Users, Groups and Roles). All Cost Prices can be edited.

The Latest and Average costs of non-diminishing products can be excluded from updating when Receipts are posted by clearing the Update Non Diminishing Costs selection in IC Settings.

Discount Code

Define the discounts to apply to products and customers during invoicing. Click Open Discount Schedule to see the Discount Schedule.

Note: For Automatic Kitset products, if any of the component Products have a Discount Code set, the Discount Codes of each of the products will be used. You can manually change these.

Sell Prices Grid

See IC Sell Prices Grid.

GST Code

The rate of GST charged can vary from Product to Product (particularly for businesses providing both taxable supplies and some exempt financial services). Select the code as defined in GST Codes & Rates. The Product GST Code selected takes priority over the Sales Group GST Code.

Tracking

See IC Product - Tracking.

Note: Tracking panel is hidden if IC > Products > Tracking permission is set to None.

Tax

Select a default GST Code for the Product in the base Tax Regime.

If the company has more than one active Tax Regime, you can set a default Override GST Code for the product in other Tax Regimes.

Lower Options

Location

Shows the product location. (Accredo Saturn Only)

Components

Click to open IC Components for the product.

Components Of

This button will be available if there are components associated with the product. Opens IC Product Component Of for the product.