How to Create Products
Now you've got your materials and services set up in your catalogue, you can create products with multiple parts and labour to provide you with the true cost of your products. Making it easy to add your products to your quotes.
Learn about Product Components here: How to Create Product Components
Accessing your Products
Access your products by clicking on 'Catalogue' from your user menu panel. Now click into the 'Products' tab at the top of your screen as shown below.
How to Create your Products
Once you've accessed your products by following the steps above, you can start to add your product items!
- Click 'Create' to add a new product, this will take you to the product creation screen.
- Enter the name of the product as required.
- Enter the SKU/Product Code if you have one.
- Enter the Barcode if required.
- Choose the Product Type for where this product belongs.
- Down to the next section, add the dimensions of your product if you have this available.
- Choose your pricing strategy.
- Finalise by clicking the 'Create' button.
- You'll then be taken to the Product Summary, continue below to learn how to add parts!
Examples:
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Tip: add the standard size of the product in your dimensions when creating a product, these can be adjusted in any quote when required if this is smaller or larger in size.
Pricing Strategy | Fixed Pricing vs Variable Pricing
Fixed Pricing: if you select fixed pricing this allows you to set the required sell price for this product which will come through at the amount on any quote.
Variable Pricing: if assigning components or elements to your products, it's recommended to choose Variable Pricing as when linked materials or elements are updated or changed, this will automatically update the product.
Adding Parts to your Product
Now you've created your product it's time to add the product parts. Below you will see the summary screen that you will be taken to after following the steps above under 'How to Create your Products'.
To add parts to your products:
- Click the 'Add a new part' link as shown above.
- Choose the 'Type' of part you'd like to add. Listed below.
- Once you've entered the appropriate details for your type, click 'Create'.
You will be taken back to your product summary where you will now see your part added. You can update any of these fields by simply clicking into the box and updating. For example, to change the quantity of a part to 2, simply double click the box and update your quantity.
To add more parts, follow the same process until you have added all of the elements you require.
Part Types Explained:
Item: manually enter an item and a fixed price for an element of your product that is not set up in your catalogue.
Proportional Item: add a required material item and then apply a parametric measurement for unique and selected properties for this item. (Length, Width, Depth, Volume, or Weight).
Once these measurement properties are applied, this going to use the listed pricing strategy of the assigned material item. Proportional Items will allow you to apply the required unit of measurement that you require the material item to calculate from.
Style Item: for any part that requires more than one range option, it's best to link to a style item. This allows for those multiple range options that can be selected. This is an item that you will also need to apply the parametric % to calculate when the product dimension requires to be adjusted, then this part will recalculate the price based upon the assigned style in a quote.
Material: select a specific material item linked from your catalogue.
Labour: add the operations required to complete this product, enter the duration and click 'Create'. As labour is now added as a part, if the dimension of a product is adjusted in a quote, the allocated labour time will also re-calculate.
Service: add a service that may be required from an external provider, eg: something that is not done in-house - painting, cleaning, machining etc.
Please note: it is essential to add your labour as part of a product as this allows you to assign it against the required operation.
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Updating a Product Part
To update an existing part, simply click on the part name inside your product, the Edit window will open, allowing you to make any changes required. Once complete, click on Save Changes.
Copy a Product and Parts
If you have similar products and parts, rather than having the create the product again you can click in to the product you would like to copy, click the 3-dot menu next to the product name and click 'Copy'.
Confirm you want to make the copy and you will be taken to your new product, make the changes required for your copy by either clicking update or removing or adding parts.
Tip: this will save as the product name followed by 'copy' so you know you are updating the correct one. Edit this at anytime by clicking 'Update'.
Editing existing Products in Quotes
Once you've created a quote and added your products, you can update these on the fly for any client who wants to make changes from your standard set. In order to do this:
- Open the quote & click 'Update'.
- Click into your product that needs to be updated - shown below.
- From here you can update or delete the current parts or add new ones.
- Click 'Add New' and choose an option from the dropdown - shown below.
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Adding Product Presets to a Quote
See our document: Set Up Products in Quote Presets
Why should I set up Product Parts?
Being able to add complete products that are your 'core range' which you can add to a quote will significantly reduce the amount of time that you spend on quoting.
Products are created with assigned parts that are parametric and linked to style items, meaning you can change the material options or product dimensions in a quote with one click and the process will recalculate for you.
Products also include your labour durations for the key manufacturing operations/tasks, this will take the guesswork out of how you quote, allowing you to know exactly how much your materials & labour costs are. Which means you know exactly how much profit you are making before you send your quote to the customer!
Once the customer accepts the quote, and the job is created - these products, materials and labour time flow forward to the job. This automation provides less data entry, greater transparency for staff, and also a completely measures end-to-end solutions.
Need Further Assistance?
Try checking out our help video below, please note as we are constantly improving some things may have changed! This is a general guide only.