Maintain Product

Overview

The Maintain Product window is used to create and maintain the general information associated with a product in bizwizIQ® Order Manager.

A product represents the main item being sold and may contain multiple Product Details representing its individual variations.

For example, a product named Polar Camel 22 oz. Skinny Tumbler may contain separate Product Details for red, blue, black, and other available colors.

Each Product Detail will have its own SKU, pricing, inventory settings, and image.

General Product Information

The upper section of the Maintain Product window contains the following fields.

Field Description
Name Name used to identify the product.
Status Current status of the product.
Type Classification of the product, such as Finished.
Family Product Family assigned to the product.
Supplier Supplier associated with the product.
Volume Discount Supplier volume discount schedule assigned to the product.

Product Family

The Family field assigns the product to a Product Family.

Product Families help organize products and define workflow and scheduling information.

When a product is added to an order, the task workflow assigned to its Product Family is used to assign the appropriate production tasks.

The estimated person minutes associated with the Product Family can also be used for production scheduling.

See Product Families for additional information.

Supplier

The Supplier field identifies the supplier associated with the product.

Select the appropriate supplier from the available list.

Volume Discount

The Volume Discount field identifies the supplier volume discount schedule associated with the product.

Select the appropriate schedule when supplier volume discounts apply.

General Ledger Category

The General Ledger Category section contains two fields.

Field Description
Category General ledger category associated with the product, such as Product Sales.
Sub Category More specific classification within the general ledger category, such as Drinkware.

These classifications help organize product information for accounting and reporting purposes.

Additional Product Options

Taxable?

Select Taxable? to identify the product as taxable.

Applicable sales taxes are determined by the tax settings configured in Order Manager.

Specialty Costing?

The Specialty Costing? checkbox is used to identify products that require salesperson compensation tracking.

When enabled, this option is used to track products sold by a salesperson and the percentage of the sale the salesperson is entitled to receive.

Specialty Costing operates independently of the Commissionable setting found in Maintain Product Detail.

Example:

A salesperson sells a product for $200 and is entitled to receive 10% of the sale.

Description Amount
Product Selling Price $200.00
Salesperson Percentage 10%
Salesperson Compensation $20.00

In this example, the salesperson receives $20.00 based on the assigned percentage.

Product Information Tabs

The Maintain Product window contains several tabs used to organize product information.

Tab Description
Description Maintain the product’s descriptive information.
Details Maintain the individual Product Details.
Images Maintain images associated with the product.
CA Prop 65 Warning Maintain California Proposition 65 warning information.
Instructions Maintain product-related instructions.
Waiver Maintain waiver information associated with the product.
Template Maintain templates associated with the product.

Managing Product Details

Select the Details tab to view the individual Product Details assigned to the product.

For example, a tumbler product may contain separate Product Details for each available color.

Product Details List

Column Description
Description Description of the individual product variation.
Retail SKU Retail SKU assigned to the Product Detail.
Supplier SKU Supplier SKU assigned to the Product Detail.
Unit Cost Cost of the individual Product Detail.
Unit Price Selling price of the Product Detail.
Qty Available Quantity currently available.
Qty Allocated Quantity allocated to orders.
Qty Ordered/Not Received Quantity ordered from suppliers but not yet received.
Track Indicates whether inventory tracking is enabled.

Adding a Product Detail

  1. Select the Details tab.
  2. Click New.
  3. The Maintain Product Detail window opens.
  4. Enter the description, SKUs, pricing, and other applicable information.
  5. Click Save.

Modifying a Product Detail

  1. Select the Product Detail from the list.
  2. Click Modify.
  3. Update the necessary information.
  4. Click Save.

Duplicating a Product Detail

The Duplicate function simplifies creating another variation of an existing product.

For example, a red tumbler can be duplicated to create a blue tumbler.

  1. Select the Product Detail to duplicate.
  2. Click Duplicate.
  3. Change the description, SKUs, image, and any other applicable information.
  4. Save the new Product Detail.

Deleting a Product Detail

  1. Select the Product Detail.
  2. Click Delete.
  3. Follow the confirmation prompts.

Use caution when deleting Product Details associated with existing orders or inventory transactions.

Saving Product Information

Click Save to save changes to the product.

Click Cancel to exit without saving the current changes.

Related Help Articles

  • Work With Products
  • Maintain Product Detail
  • Product Families
  • Product Images
  • Product Pricing
  • Inventory Management
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