Revision as of 15:38, 17 June 2016

Overview

The product management section of Emersion is where users can:

• create new products
• maintain general information about the product
• view and edit product price points
• define supply rules
• access the product inventory for serialised products
• set up and maintain commissions on a product - Requires a subscription to the optional Commissions module

Create a Product

To create a product, follow the steps below.

Nav: Product > Product Management Click the Create New Product button. The

1. On the Point of Sale Product Management page, click the Create New Product button. The New Product Details page will appear.
2. Select the Product Category from the drop list.
3. Select the Product Sub Category from the drop list.
4. Enter the Product Name of the new product.
5. Enter a Description of the product.
6. Tick the Use Default Ledger Code check box to assign the default product ledger code to this product. This ledger code will be recorded in the cardline when the product is sold to a customer. The default ledger code will display next to the check box.
7. If you wish to use another ledger code, un-tick the Use Default Product Ledger Code check box. The Custom Ledger Code drop list and the New Ledger Code fields will appear.

   Select the required ledger code from the Custom Ledger Code drop list; or if you wish to create a new ledger code, enter the ledger code name in the New Ledger Code field. The system will add this ledger code to the ledger when the product is saved.

8. Select the Product Type from the drop list. Options available are "Physical Product" or "Billable Item".
9. Enter the price of the item in the Total (Inc Tax) field. The system will automatically calculate the price Amount (ex tax) and the Tax Amount. Alternately, enter the price of the item in the Total (Ex Tax) field. The system will automatically calculate the price Total (Inc tax) and the Tax Amount.

   Note that this price is referred to as the product base price, or regular price. It is the price the item will be sold at when there are no product price points in effect.

10. Select the Tax Type applicable to this item in the drop list. By default, this is set to "Australian GST".
11. Enter the date the product is available for sale from in the Saleable From field. A calendar tool will appear to allow you to select the required date.
12. If required, enter the date the product is available until in the Saleable To field. A calendar tool will appear to allow you to select the required date.

    The Saleable From and Saleable To fields control when the product will able available to sell to your customers. If you do not enter a Saleable To date, the product will be available indefinitely.

13. Enter the Minimum Quantity of this product required to sell at one time. This field can be used to control multi quantity or bulk pricing (see Product Pricing for further information). Normally, you should leave this minimum quantity as "1".
14. Click the Create button. The Point of Sale Product Management page will be displayed with an information box showing the product has been saved.
15. To cancel without saving, click the Back button.

To Display a Product

1. On the Point of Sale Product Management page, click the product link in the ID column of the list. The View Product Details page will appear showing the selected product with the Product Price List Details and the Price Point List Details information. These details are maintained using the Product Pricing function.
2. Click the Back button to return to the Point of Sale Product Management page.

To Edit a Product

1. On the Point of Sale Product Management page, click the product link in the ID column of the list. The View Product Details page will appear showing the selected product.
2. Click the Edit button. The Edit Product Details page will appear.
3. Enter or modify the product information in the appropriate fields.

   Note that you can only modify the Product Category, Product Sub Category, Product Name, Description, ledger code information, and Product Type. To modify the product price, minimum quantity, and saleable dates, use the Product Pricing function.

4. Click the Save button. The Point of Sale Product Management page will be displayed with an information box showing the product has been saved.

Inventory

If you have been given the ability to manage your inventory, you can view this by clicking 'manage inventory' for your given product. Presently, the only way to bring inventory into the system is to use the bulk inventory feature, which is an Emersion Add-On.

Please watch the video below which demonstrates how to perform this task.

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The Create Purchase function allows you to sell the products to customers either as an Outright Purchase, or under an Installment Plan that can then be invoiced to the customer immediately or at the end of the billing period. You can also view and manage customer purchases.

The Product Pricing module allows you to update the price points of existing products, as well as keep a history of product pricing over time.

See Also

• Creating and Editing Products
• Product Pricing
• Product Categories and Sub Categories
• Create Purchase
• Outright Purchase
• Installment Plan
• Purchase Management
• Serialised SIM Management