Skip to main content

Step 5: Goods and services setting

Product and Service Directory

To begin with, we need to create a product. To do this, go to the “Products and Sales” tab - “Products and Services Directory”.

image.png

Click on the “Add Item” button and specify all the necessary data:

image.png

  • Product name

  • Type (product or service)

  • Selling price (for product or service)

After adding the product to the product database, the product becomes active immediately.

Using the “Activity” switch, you can enable and disable the activity of the product within your domain.

You can also edit the name of the item within your club using the “Pencil” button.

image.png

Inactive products are deleted through technical support staff!!!

Category Directory

Adding product categories is done in the “Products and Sales” tab - “Category Directory”.

image.png

To add a new product category, click “Add” and specify the category name.

image.png

Also, if necessary, you can disable certain product categories, in which case they will be “Without Group”.

You can change the name of a product category using the “Pencil” button.

image.png

Supplier Directory

To specify from whom we buy all the goods, it is necessary to indicate suppliers in the “Products and Sales” tab - “Supplier Directory”.

image.png

In the future, the “Suppliers from Global” tab will also be relevant, in this tab a list of suppliers operating in Russia will be displayed. Currently, it is not functional.

To add your supplier, you need to click “Add” and then specify the supplier name and INN.

image.png

Accounting of goods and services

To fine-tune product settings, use the “Products and Sales” tab - “Accounting of goods and services”.

image.png

In this tab, you can edit the following parameters:

  1. Sorting - The higher the sorting value, the more important the product and product category.

  2. Tax Type - Different products can have different tax types; initially, products use the general tax type from the software configuration.

  3. Purchase Price - Initially created when creating a product/service position in the product and service directory.

  4. Purchase Price - The price at which you purchase certain items; it is mandatory to fill in.

  5. Quantity in Box - The quantity of goods in a box; the quantity of goods in one box/package your supplier delivers.

  6. Category - The category to which a particular product belongs.

  7. Supplier - Indication of the supplier that supplies you with a particular product.

  8. Artikuls - Indication of the product article used in supplies and sales (no more than 10 articles per product position).

  9. Availability - Where a particular product will be displayed and sold.

  10. Other Settings - Activation of products and marks on excise taxes and honest mark.

If you select products using the checkbox, the mass editing function will appear. Select the desired products and parameters, click the checkbox on the right, and all changes will be applied.

At the top of the tab, there is also the option to filter products by the parameters that interest you.

Back to top