Minimum Version Required: 22.07
Steps
How to use Product Types
1. Using Universal Search, navigate to the Product Types table
2. To create a new Product Type, click the Add New Product Type button
3. Enter values to all required and applicable optional fields displayed in the New Product Type form and click the Add Record button when complete
4. Click the Sub Tables button
a. Assets Accounts and Income Accounts - determine the way a product type is mapped in the General Ledger
b. Invoice Charges and Jurisdiction Depletion Taxes - determines any taxes and charges for the product type
c. Product Type List - shows the Product Groups, groups of Product Types that determine what the customers may buy
d. Products - the list of products on the Product Type
Fields And Definitions
Product Type - descriptive name for the Product Type
Product Pick Type - determines how this product will be picked or returned in the Warehouse
Track Inventory - if True, this means that the system is tracking inventory quantities and values. Used for all products that are being sold
- Special products like AR Write Off, Fuel Surcharge, or merchandise that is not being counted should be False
Track Customer History - used to track customer purchases and include usual products
Include In Sales Reports by Default - if True, this is used to determine if the system reports on the Product Type by default
- Typically Non-Inventory, Miscellaneous, or Dunnage/Cooperage Product Types should be False
Type Code - used for Mobility and SRS reporting to classify products. Looks up a particular code in the Codes table
Include in Invoice Total Cases - Tells the system whether this should be part of the invoice total
Include in Cost Allocation - Determines whether this product accrues costs from purchases (freight, etc.)
Print Receiving Pallet Tag - If true, a Pallet Tag is printed when receiving purchases; If false, a Pallet Tag is not printed when receiving purchases
Allow Price Manual Entry - Users can manually edit the price (usually used for non-inventory products)
Translation Product Type - Used for imports, the original product type number.
Best Practices
- A Product may belong to one and only one Product Type
- Excise taxes are configured based on Product Types in the Locations Product Types table
- Product Types are grouped in Product Groups for Split Invoicing and Scheduled Stops
- Product Types can be used to configure that Invoice Charges are charged in accurate amounts by volume, percentage, or units
Example: Bottle Deposits or Enforcement Taxes
- Product Types for Pickable Products need to have a connected Product Pick Type