Creating an Inventoried Product Overview

Products are typically defined as items that are normally inventoried and that must go through a shipping and invoicing process. The product can include items such as books, shirts, mugs, CDs, and intellectual property.

To create an inventoried product:

1.    Define the general product information.

2.    Define rates and pricing.

3.    Define GL accounts.

4.    Define Revenue accounts.

5.    Define shipping charges.

6.    Define cancellation fees.

7.    Define components.

8.    Define order confirmation text.

9.    Define credit card billing description.

10.  Define inventory locations. (Only applicable for Individual INV products)

11.  Define the product manager’s email. (optional)

12.  Validate setup.

If you want to create an inventoried product similar to the one you already created, use the Copy an Inventoried Product functionality. This functionality allows you to select specific parts of a product setup you want to copy over to a new product instead of re-entering the same information. Please refer to Copying an Inventoried Product for more information.

See Also:

·            Creating a Standing Order Inventoried Product

·            Defining Standing Order Product Components

·            Creating an Order for a Standing Order Product