Using a Wizard to Create Product Records

To simplify the process of entering product records, you can activate a wizard to walk you through record entry. The wizard forces entry of all required fields. Once you have finished using the wizard, you can then enter any additional information your company requires for maintaining that product.

Using a wizard to create a product record:

From the Maintenance menu, select Product to display the Product Maintenance window.

From the File menu, select New Wizard to display the New Product Wizard dialog box.

Complete the Description and Additional Keyword fields, as required:

Field

Description

Product name, along with specific details that help users differentiate it from similar products.

The product description can be up to 99 lines of 35 characters each. You can use any information entered here for product searches.

Additional Keywords

Other product information to use for product searches that does not display in the description.

When searching for a product, the system looks at data in both the Description and Additional Key Words fields in the Product Maintenance window. By including additional key words, you increase the ways by which you can access a product record. For example, use the Additional Key Words field to enter the following identifiers for the product:

Common nicknames or abbreviations.
Vendor catalog numbers.
Competitor catalog numbers.

To use the wizard as the default product record creation method, select the Use new wizard by default check box.

Click Next to display product pricing and purchasing information.

Complete the fields, as required:

Field	Description
Price Line	Price line to assign to the product. Note: The system assigns the product to a sell group with the same identifier as the price line, unless you override it in the Price Group Maintenance window.
Buy Line	Buy line to assign to the product. Assign secondary buy lines to the product, as needed. Products with a status of MiscChrg do not require an associated buy line. Note: The system assigns the product to a buy group with the same identifier as the buy line, unless you override it in the Price Group Maintenance window.
Product Type	GL product type code used to group products for sales analysis and reporting purposes. Authorized users can define G/L product types in the G/L Product Types window. When creating a product record for a miscellaneous charge, assign the G/L account instead of a G/L Product Type. Note: Some companies do not assign G/L product types to nonstock products. If you are creating a nonstock product, ask your supervisor if this field is required.
Procure Group	Procurement group to assign to the product.
Matrix Type	The product matrix type to override the customer price class used to price this product. This field is required only if the Valid Product Matrix Types control maintenance record is populated. Without a matrix type defined, when pricing a product, the system determines the ship-to customer's price class from either a branch-specific price class override or from the default price class override. With a matrix type defined, the system looks at the ship-to customer’s price class/product matrix type pairings to determine a price after looking at the branch-specific override, and before using the default price class. If the product has no matrix type, or if the customer has no price class/product matrix type pairing, then the system uses the default price class to determine a price.

Click Next to display product unit of measure information.

In the Quantity column, enter the standard quantity to use for each unit of measure.

Click Next to display product index information.

Complete the fields, as required:

Click Finish to return the product information to the Product Maintenance window.

The system-assigned product ID displays in the lower left corner.

Complete the fields, as required:

Field	Description
Weight	Product's weight in pounds. If you assign the product to a buy line with a vendor target based on a weight limit, you must enter the product's weight. After you enter a price line, the system attaches the purchase order unit of measure to the weight, for example, ea. If left blank, the system assigns a value of 0.0000.
Load	Product's load factor. If you assign the product to a buy line with a vendor target based on the load factor, enter how much of the item can fit on a truck. After you enter a price line, the system attaches the purchase order unit of measure to the factor, for example, ea. If left blank, the system assigns a value of 0.0000.
Budget Group	Budget group to assign to the product.
Product Select Code	Product select code used to group products assigned to different price lines or buy lines for reporting purposes. Authorized users can define these codes using the Valid Product Select Codes control maintenance record.
Commodity Code	Standard industry code used to group products in different price lines or buy lines for selection, sorting, and reporting purposes. Authorized users can define these codes using the Valid Product Commodity Codes control maintenance record.
Sort Code	Sort code for the product. When products are resequenced in a price line or buy line, the system populates this field with the sort code for the product. Authorized users can define these codes using the Valid Product Sort Codes control maintenance record. Note: You can enter a user-defined sort code, but if anyone renumbers the price line or buy line, the system-assigned sort code overrides your entry.

Field	Description
Status	Current inventory/receiving status of the product. Stock is the default value.
Index Type	Whether the product is indexed in the primary product file or in a secondary catalog. The default value for stock items is Primary.
UPC Number	Universal Product Code (UPC) for the product. This code is a unique identifier that links the vendor's products to your products.