Products

Products can be added to the system within groups  and sub-groups to ease the finding of products.  You are not required to enter any product groups at all and all products can be added at the top level (All products) if required.  Alternatively you can create your own product group structure and add the products at those group levels.  You can have as many groups, sub-groups, sub-sub-groups (etc) and products as you like within the products area.  It is recommended you plan your product group structure before you being entering products into the system, although products can easily be changed from one group to another at a later stage.

To add/edit/delete products, left-click on the product group where the new product or group sits, then right-click and a menu will pop up.

To add a new group, left-click on the parent group (or All products if the new group sits at the top level) then right-click and you can add the new product group name.  To modify a product group, left-click on the group to be modified and select Edit Group.  You can have as many groups within groups within groups (etc) as you like, but keep the structure as practically and easy to use as you can - remember this is how you and your staff will find products to add to jobs.

To add a new product, left-click on the parent group (or All products if the new product sits at the top level), then right-click and you can add the new product.  The product screen allows you to store details such as product (reference) number, stock levels and descriptions.  The only information displayed on delivery dockets and invoices are product name and product number.

Each product can have different pricing levels (tiers).  The default for each product is to only have one price tier for all customers and all quantities.  You may, however, wish to have pricing tiers based on the amount of product ordered (eg more than 10 items and the product is 10% less) or you may wish to offer alternative pricing depending on what type of customer it is.  This is where you use Special pricing groups.  You can also combine special pricing groups and pricing tiers, so for example, you may have a product which has a normal price of $10 per unit.  If 5 or more items are ordered, then the price drops to $9 per unit, so you would add both of these prices into the pricing area of the job, with the $9 price having a threshold value of 5.  For this product customers in the special pricing group of "wholesaler" may have a default price of $8 and if they buy 100 or more they have a price of $6 per unit.  So you would add 2 new pricing entries, one for the default price of $9 per unit with a threshold of 0 and one for $6 per unit with a threshold value of 100.  Each of these last 2 entries would be associated with the special pricing group of "wholesaler".  So you would end up with 4 entries in the pricing area for this product.  When this product is ordered, the system will automatically calculate the correct price base on the quantity of the product ordered and whether or not the customer is in a special pricing group.

Any changes made to the pricing of products will NOT automatically flow through to existing jobs - these jobs must be manually refreshed to update the correct pricing.  This ensures old jobs keep a record of the exact price paid for a product.

Remember - A threshold value of 0 means this will apply to all products ordered unless a larger threshold price is also entered.