Minimum Version Required: 22.01
Steps
How to View and Manage Products
1. Using Universal Search, navigate to the Products Search dashboard.
2. Enter the Product ID or Name in the "Product" filter.
3. Click Search.
4. Arrow into the Product record.
5. To create a new Product, click the Add from dsdlink Global Products or New Product button.
6. View and edit fields on this page
a. To copy an existing Product, click the Sub Tables button.
b. Select the Copy Products link.
c. Enter values to all required and applicable optional fields displayed in the New Products and Sub Tables to the Copy section of the form and click the Copy Record button when complete.
7. Review related records for accuracy such as:
Inventory - Where the active FIFO layer resides.
Product Cost Plans - Where users can plan out the cost of products.
Promotions Products - Where the pricing for the products resides.
Purchase Transactions - Complete FIFO history.
Asset Account, Income Accounts - How any products are mapped to the general ledger IF mapped by individual product.
8. From the product record, click the ‘Product Manager’ button to update or refresh product information. Here users can link local products to global products.
Fields And Definitions
In Encompass a Product is a unique product configuration
A product belongs to one and only one Brand
A product belongs to one and only one Package
A product belongs to one and only one Product Type
There will be one instance of a product in an Encompass site, this product may be sold across companies or locations–inventory is maintained separately per location.
Users cannot put something on an invoice unless there is a Product record like Sales Tax, Fuel Surcharges, or AR Write Off.
NOTE: This image shows the main fields in the Products table, it is also shows that each Product has a Supplier, Package, Brand, and Product Type.
Inventory - Where active FIFO layer resides.
Product Cost Plans - Where users can plan out the cost of your products.
Promotions Products - Where pricing for the products resides.
Purchase Transactions - Complete FIFO history.
Asset Account, Income Accounts - How any products are mapped to the general ledger IF mapped by individual product.
Best Practices
To set up a new product you can check out the Product Setup List
To check tax/deposit/fees associated with buying a product check out Invoice Charges.
If the user does not have All Locations = True permission on the user record, then they will only be able to see products that are currently active in that location, based on the Inventory record 'Active' status.