Creating a Product
March 25, 2019
Inventory Management
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Products

You can access your Products by clicking on Inventory > Products.

Products are inventory tracked as a finished goods produced or ordered from vendors.

Creating A Product

Click on "New Product" to begin creating a new Product. Below is a description of the fields on the form.

Product Name - This is a specific name of the Product. Product names are usually provided by the customer in a Make-to-Order scenario. Product names are usually created internally in a Make-To-Stock scenario.

Vendor(s) - Add any vendor(s) to a Product as applicable. This field is used to auto generate purchase orders when product stock is low.

UPC - Existing Product UPC codes can be entered here.

Customer Part # - If your customers reference a Product via a customer part #, you can enter it here so that it is easier to search for the product in the future when orders are received.

Category - If you have different types of Products that are categorized, then create a new category for the Product or select an existing Product category from the dropdown.

Description - Add a general product description here for operators and employees to reference on the job ticket.

Stock Unit of Measurement - This is the unit that you'd like to use to track the Product. Units are categorized into three distinct types (weight, length, and quantity)

Initial Stock on Hand - This is the amount of Product that is currently available and in stock.

Cost Per Unit - This is the cost per unit. This is used to generate an average job cost in the system.

Unit Dimension - Add a dimension to the Product if applicable. This only displays when a weight or quantity unit is selected as a Stock Unit of Measurement.

Unit Weight - Add a weight to the Product if applicable. This only displays when a length or quantity unit is selected as a Stock Unit of Measurement.

Stock Inventory - Enable Stock Inventory if you'd like always have a certain amount of the Product on-hand. WorkClout will notify you when the inventory reaches the a % margin near the Safety Inventory.

Safety Amount - Enter in the amount of the inventory that you'd always like to have in stock.

Safety Margin - Enter in the percentage in which you'd like to be notified when to restock. (e.g. when Product amount is 10% near 100, then let me know to restock)

Editing A Product

You're able to edit a Product at any time. This includes the quantity and safety quantity.

You can edit by first locating the Product and then clicking on (•••) > Edit.

Note: If you're editing the quantity on the Product, our system will ask if you'd like apply the change to the sub-components as well before making the update.

Need to remove a Product? You can archive a Product by first locating it and then clicking on (•••) > Archive.

Archiving a Product will hide it from view and disable it from being produced in future jobs. You can unarchive a Product at any time.

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