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 |
| show each product's barcode on sales order, purchase order and sales credit lines | Show barcodes on order lines |
Units and dimensions
Set default weight and dimension units, manage units of measure, convert by density, and record where measurements came from. Start at Units and dimensions.
| To… | Go to… |
|---|---|
| choose the weight and dimension units new products start with | Set default weight and dimension units |
| add your own units to the shared list products and recipes pick from | Manage the units of measure catalog |
| 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 |
| mark a product's weight and dimensions as estimated, from a vendor or measured | Track where weight and dimensions came from |
| look up unit of measure flags, conversions and errors | Units of measure reference |
Stock, sourcing, and accounting
Set a product's inventory settings, suppliers, preferred bins, accounting codes, HS code and country of origin. Start at Stock, sourcing, and accounting.
| To… | Go to… |
|---|---|
| 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 |
| 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 |
| record a product's tariff (HTS) code and country of origin | Record a product's HS code and country of origin |
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