Product Management for Orders

Before using Orders, you first must define product categories and the various products you are going to offer for sale. Product categories must be defined before defining individual products.

If your system is licensed for product kitting, you also can create and offer product kits for sale. Product kits are groups of individual items sold as a single unit.

When defining your products, you will create product codes and enter pricing, accounting, and inventory information. Products and product inventory are managed through the Manage inventory sub-task list, which has three primary functions:

  • Defining and managing products
  • Entering and editing product inventory receipts, adjustments, and transfers
  • Posting product inventory receipts, adjustments, and transfers

Manage inventory sub-task list

Defining products

Manage products window

Defining Product Kits

Kitting window

Defining product special pricing

Special Pricing window for Orders

Designating upsell, cross-sell, and replacement items for products

Upsell/Replace window

Defining product account information

Accounting window

Defining standard inventory parameters

Inventory window

Defining inventory parameters for multiple warehouses

Warehouses window

Defining publication demographics

Publication Demographics window

Enabling products for the web

Web Options window for products