NOMENCLATOARE
DE
PRODUSE
Product Catalog
Components
Discount Lists Price Lists
Price List
Price List
6pk…$2
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Items
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Unit Groups Products
The Product Catalog
For each PRODUCT, you can specify:
Unit Groups - the ways in which the product is
packaged for sale, such as the units of measure in which
the product or service is sold;
Price Lists - sets of prices that are charged for the
product under certain circumstances. You can have
multiple price lists for one product, to accommodate
seasonal variations, retail or wholesale or different
markets (Government, Commercial, Education, Helth);
Discount Lists - modifications to the standard prices of
products and services. Unit groups can be specific to a
single product or can be generic and applied to multiple
products.
Unit Measure Groups
Each 6 Pack 12 Pack Case
(1 Bottle) (6 Bottles)
(12 Bottles) (24 Bottles)
Pallet
(12 Cases)
Unit Groups
A unit group is a compilation of the ways or
measurements in which a product is available
A unit group contains a list of the increments in which
a product is sold
Each unit is defined in terms of a quantity of the
smallest available unit, called the primary unit
When you create a new unit group first give a name
to the unit group and specify its primary unit, which
is most of the time the base unit
Price List Items
Retail
Price List
6pk…$2
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~~~…~~
Wholesale
Price List
Price List
6pk…$1
~~~…~~ Items
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Pallet…$235
Distributor
Price List
6pk…$.50
~~~…~~
~~~…~~
Pallet…$118
Each unit is defined in terms of a quantity of the smallest
available unit:
Name Base Unit Quantity
of Base Unit
unit Can None, this is the primary unit for this 1
unit group
unit Six-Pack Can 6
unit Case Six-Pack 36
Name Base Unit Quantity
of Base Unit
unit Day None, this is the primary unit for this 1
unit group
unit Half-day Day 0.5
unit Week Day 5
Creating Price Lists
• A price list is a group of specific prices that can be
charged for each unit in the unit group of a product
• Each price list is made up of individual price list items
• When adding price list items, create a price list item for
each unit in which the product is available.
• You can price based on a percentage of the product's
base unit price or current price
Product Unit Price
Price List Item Fanta Can $.75
Price List Item Fanta Pack Six $3.35
Price List Item Fanta Case twelve $12.45
Adding Products to the Catalog
A product can be created as:
• a single item, or you can create;
• as a kit, that includes a group of products;
Enter the following information:
• ID - numbers, letters, or characters
• Name - of the product
• Cost, pricing and stock - purchasing or
manufacturing cost and the standard price
packaging method, quantity on hand, etc
Substitues
a similar product if the existing product has become
inactive.
Creating Discount Lists
Discount Lists
• allow you to offer a product or service at different
sales prices, depending upon the quantity
purchased;
• specify different discount amounts and
percentages for various quantity ranges.
Use Discount Lists as Incentives
Offer price advantages to buy more products
Deactivating a Price List
When a price list is no longer valid, it can be
deactivated
Unit Measures Group , Price List and Product
Catalog
1. Set up unit groups:
set up unit groups before creating the product; you must
specify the unit group and default unit for every new product;
2. Set up products:
create the product and enter core pricing information
3. Set up price lists:
create the price list and the price list items to specify the
sales price of each packaged version of the product;
4. Set up discount lists:
Creating discount lists is an ongoing process, so you can
complete this step at any time.
and
Unit Measures
Product
Catalog
Price List Form
Product Form
Price List Item Form