Minimum Version Required: 22.01
Steps
How to Setup a New Product
1. Using Universal Search, navigate to the Products table.
2. Click the Add Product button.
3. Enter values to all required and applicable optional fields displayed in the New Product form.
a. Enter a unique "Product Name".
b. Select a "Package" and "Product Type".
c. Other fields of note when creating a product include:
"Status"
"Sell By Case Only" and "Pick Up By Units"
"Premise"
"Brand"
"Code Date Type", "Code Date Format", and "Shelf Life Days"
4. Click Add Record when complete.
5. Review the New Product Setup Checklist to ensure appropriate supporting records are created so that the right product is sold at the right price to the right customers.
Fields And Definitions
Suppliers - The business that creates and maintains the brand, is typically but not always the company that makes the product.
Brands - A grouping of similarly branded products. This is used primarily for reporting purposes and also in controlling what brands are available for distribution in a given area.
Products - in Encompass, a product is a unique configuration (a SKU).
Product Types - A group of similar products. This group determines reports, taxes, and how to distribute to different groups of customers.
Packages - A group of products that share similar physical attributes. An example would be a ½ Barrel Keg or a 4/6 pack 12oz Can.
Allocations - A reservation or restriction on Products. Can be set on a Customer, Chain, Sales Rep, Customer Type, or On/Off Premise.
Promotions Products - A record that ties a product to a promotion at a certain price or discount.
Product Cost Plans - Overrides the cost on a Purchase Order to standardize product cost for an individual Product and Location.
Best Practices
The recommended workflow is to add "New Products" using the Global Products list to ensure accuracy in Product data. For this workflow, review the single product or multiple products guide.
Products are unique combinations of packages and contents inside the package. If the contents are different (ABV, flavor, etc.), or if the package is different (configuration, materials, etc.) then it is time for a new product record.