Minimum Version Required: 22.01
Steps
Copy an existing Product
1. Using Universal Search, navigate to the Products Search dashboard.
2. Search for a Product to copy using the Product filter.
3. View the product record by clicking the blue product hyperlink.
4. Click the Sub Tables button and select the Copy Products link.
5. Enter values to all required and applicable optional fields displayed for the New Product.
a. Change the Product Name.
b. Select the correct Package and ProductType, if needed.
c. Other fields of note when copying 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
6. Confirm the Sub Tables to Copy section of the form.
7. Click the Copy Record button when complete.
8. 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
ProductTypes - A group of similar products. This group determines reports, taxes, and how you 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.
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.
Suppliers - The business that creates and maintains the brand, is typically but not always the company that makes the product.
Products - in Encompass, a product is a unique configuration, an SKU.
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 theSingle Product or Multiple Products Guide.