Basic definition
There are several ways you can create/input new products in ERPAG. The first way is by importing.
You can import your products and services either from the products and services window:
Or from administration menu:
Administration > import - products
This way you will be able to import your beginning inventory as well.
Make sure to have your xls file with products and services ready for import, along with the basic information you want to import. In SKU and description avoid special characters such as ~, ', ", I etc. Make sure to import as many information about your products and services you can, since not everything is possible to add in a bulk later. In case you didn't import your beginning inventory, you can always do it later from the stock adjustment.
In order to import products in any of these listed ways, simply copy entire column from your xls table (along with the caption of the column) and paste it in the matching column in ERPAG window. Don't worry about the empty cells you selected, they won't be pasted into ERPAG, they will be skipped.
To create a product manually you can either do it from the Inventory menu:
Inventory > products and services > add new
Select what are you creating (a new product, service, consumption product, kit, variable product or a bill item) and you will get a new window where you will enter all the basic information about your products.
SKU - Stock Keeping Unit - this is an alphanumerical field where you can enter (or let ERPAG generate automatically) the unique code for your product or service which will further help you to find/filter easier your products.
Description - This is also an alphanumeric field where you can enter the description of your product.
EAN/UPC - This field will be automatically populated once you generate or type in a barcode of your product.
UOM - Unit Of Measure - such as pieces (pcs), inches (inch), feet (ft), centimeters (cm) etc.
On hand - this field is automatically populated when you import the beginning inventory.
Stock price - is your average purchase price. If you didn't enter it when you imported your beginning inventory, it will be automatically calculated when you are receiving your products from your supplier.
Type - The type of product you chose when you created it - product, service, kit, consumption product, variable product, bill item.
Selling price - the price that you will charge your customer for.
Tax category - you can define the taxes in sales module and add them to each product.
Product category - create different product categories and assign them to each product in order to filter them and generate various reports.
Trademark - is often used for entering brands of products.
Search scope - choose where do you want your products to appear (sales orders, purchase orders, work orders, quotations etc.)
Shelf - each product can belong to one shelf only. This field is used for easier organization of the warehouse and filtering products.
Serial/Lot No. - in ERPAG you can track your products by serial and lot numbers.
Price tiers - ERPAG allows you to have different prices towards different groups of customers.
Backorder - choose whether you are buying the product from a certain supplier, multiple supplier, is it a drop-ship product or based on bill of materials.
Purchase price - at which price do you get your item from your supplier.
Landing cost - additional cost, such as shipping, handling, transportation etc.
SKU (Supplier) - if you enter supplier's SKU, his SKU will appear on the purchase order printout.
Shipping days - this information will be useful when you need to know when can you expect to receive the items and fulfill and ship your orders.
Minimum purchase quantity - What is the minimum quantity you can purchase from your supplier in order for him to ship your order.
Minimum stock quantity - when your inventory hits the minimum, the system will add that product to the fulfillment list so you can order it easier.
You also have the ability to upload product images, generate barcodes, add additional info, product properties, use custom fields or add more attachments to your product.
Or you can do it on spot when you are creating a sales order, purchase order or quotation, by using the quick add option.
When choosing this option you will be able to enter only the description, SKU, choose product type, enter UOM and selling price. This is only limited information, but you can edit your product later to add more info.
To preview, download, save to G-Drive, view in Google, Delete or rename attachments - click on the button on the attachment, and select the wanted option from the drop-down menu.
Sometimes the Delete and Rename options are not visible until you expand the note section and scroll the window down!
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