Home » Inventory » Product Card Details

Product Card Details

Product Card

The Product card captures information about an item:

Code: An internal product code for business use and  product identification.

UPC Code: UPC Code can be provided by the manufacturer or set by the retailer. It is generally what is used to produce a barcode for scanning. ERPLY can be configured to ‘Generate UPC codes automatically’. Please read the section of Settings: Configurations to do so.

Name ENG: The name of product in English. Other languages can be enabled on premium accounts, but requires consultation with your ERPLY staff.

Product Group: This is a required field, see the section on Product and Service Groups for more information.

Type: This allows you to set this product as one of our specialized product types: Bundles, Matrix Products,  or Assembly Products.

Supplier: This is whom the product is generally purchased from. When specified, this product will create or be appended to a purchase order for this supplier when in an Automatic Purchase Order operation.

Unit: The unit by which the item is sold. Most items are sold by the piece, but they may also be sold by the yard, pound, feet, and more. If you need to add or adjust units, the setting can be found in Settings → Inventory settings / Units. If you cannot see this option, contact your administrator. Administrators, if a user group needs to be able to edit or add product Units, you must enable this in the ‘Settings’ portion of their User Group Settings:

Net Sales Price: The price the item will ring up with at the register. The price you would like to sell the item for, not including any applicable taxes.

Sales Price + Tax: If you’ve set a tax rate on this Item, this will be autogenerated. You can also specify this, and have the price generated if there is a tax rate set. If there is no tax rate set, this will be the same as the Net Sales Price.

Tax Rate: The applied tax rate on this item. If the register has a tax rate set, it will override this setting. This setting will be pulled into purchase orders and invoices if there is no register set on the invoice. For more help with tax settings in ERPLY, please see the ‘Creating & Applying Tax Rates’ section.

Tax Free in all Locations: Checking this off means this item should always be tax free, even when taxes are set on a register.

 

Product Card tabs

Product Info tab: This card stores basic product information.

Code 3: Optional extra code field for business use, however keep in mind that this field is not searchable.

Manufacturer Code: Code given from the manufacturer of the product.

Category: Select a product category for this item.

Priority Group: Items in a certain group can be used as a reminder for your business to stock. the item, order more of the product, or indicate the product is not longer being made.

Manufacturer: The name of the manufacturer of the product.

Brand: The product brand.

Country of Origin: The country that the product was made in.

Usual Delivery Time: Enter a delivery time for this product.

You can enter product specifications or measurements in this tab.


Stock Levels tab: Indicate stock quantities and can be used to update stock at any location.  Stock updates from this card generates an inventory registration using either warehouse value or  product cost for the cost field.

Reorder level: The lowest point in which you would like inventory of this item to reach before ordering more

Restock level: Once item’s inventory hits the “reorder level”, set a restock level in which you would like to order back up to

This can have two uses in ERPLY:

1. Passive – When created PO you can open item card and use this info to forecast how much of item to order. Restock levels are shown on product card.

2. Auto generate (recommended) – Use the “stock replenishment report” in ERPLY, which will display these predefined restock and reorder points and can be used to auto generate POs.

 

Pictures tab: Upload pictures here and they can be used in some API applications

Packages tab: Used for the products you create purchase orders for in packages of multiples rather than individually. Please see the ‘Packages Guide’ section for more information.

Replacement Products tab: Webshop use for when product for sale runs out, you can choose to provide another product. Is used in Salon POS for general sales and specific sales.  Also used in regular POS for ‘add on’ sales.

Related Files tab: Upload files related to product, such as manuals, brochures, or other documents.

 

Pending Purchases tab: Lists incoming confirmed orders for this item or you can create a new purchase order here as well.

Attributes tab: Advanced user field for webshop/api use.

Web Fields tab: Extra descriptions added to www.inventory.com listings.