Product Setup

Once a product exists, a few settings decide how it behaves day to day: its type, its suppliers, the units you buy, stock and sell it in, where it's put away, and how it posts to your accounts. Most of them live on their own tab of the product's detail page. Start with the product types, then work through the tabs that apply to you, and use the units of measure reference for the exact rules.

To…	Go to…
choose the right type for a product	Product types explained
set a product's reorder point, default supplier and opening stock	Set up a product's inventory settings
link suppliers to a product and choose the default one	Manage a product's suppliers
set the units you stock, buy and sell a product in	Configure a product's units of measure
buy by volume and stock by weight using a product's density	Convert between volume and weight with density
choose where a product is put away in each warehouse	Manage preferred storage bins
set a product's nominal codes and financial line type	Set a product's accounting & financial line type
mark a product's weight and dimensions as estimated, from a vendor or measured	Track where weight and dimensions came from
record a product's tariff (HTS) code and country of origin	Record a product's HS code and country of origin
look up unit of measure flags, conversions and errors	Units of measure reference