This Help Article covers:
General/Overview:
Types of Product
There are four Types of Products:
Katipolt Products - "System Products"
Supplier API Products
Supplier Products
Your Products - "User Products"
Katipolt Products "System Products"
Displays the Product's Supplier as prefix "Katipolt" + "Product Category",
Owned and maintained by the System,
Added, Edited, Categorised, or Retired by the System Administrator
⚠️ NOTE: Katipolt Products "System Products" are NOT User Editable.
Supplier API Products
Displays the Product's Supplier as "JA RUSSELL LTD",
Owned and maintained by the System,
Added, Edited or Retired by connecting Katipolt to the Supplier (Partner Connected Apps), and on the API importing are automatically Added, Edited or Retired,
Categorised by the System Administrator
⚠️ NOTE: Supplier API Products are NOT User Editable.
Supplier Products
Displays the Product's Supplier as "Suppliers Account Name",
Owned and maintained by you,
Added by you, either by: Manually Adding each Product OR Manually Importing a Supplier .CSV Price File,
Edited, Categorised or Retired by you
Your Products - "User Products"
Displays the Product's Supplier as prefix “Misc” + "Your Account Short Code",
Owned and maintained by you,
Added by you Manually Adding,
Edited, Categorised or Retired by you
Product Categories
Top Level Product Categories
There are four "Top Level" Product Categories that the General Product Categories “Group & Display” on a Sales Invoice or on Reporting:
Labour
Materials
Other
Ad-Hoc
⚠️ NOTE: On a Sales Invoice, “Ad-Hoc” Product Groups & Displays with the “Other” Top Level Category Products.
General Product Categories
There are multiple "General" Product Categories used to calculate the Sell Price of Products on Quotes/Estimates or Sales Invoices, these are displayed on a Pricing Rule
Product Fix
There are four Main "Product Fixes" used to "Group & Display" Labour Hours on a Quote OR Products on an Order:
1st Fix
1st Cut Out
2nd Fix
Misc
⚠️ NOTE: Although you can Enter your own Fix options on "Supplier" and "Your" Products, it is recommended that you use "System" Fixes to retain consistency.
Product Entry Fields
There are five Product fields which affect how Katipolt uses the Product:
Product Code
Product Description
Product Category
Fix
Trade Price
Cost Price
Product Code
Compulsory field,
Used to Search and Find the Product,
Displays on a Quote/Estimate, Sales Invoice or Order to identify the Product,
Product Codes must be Unique to that Supplier
Product Description
Compulsory field,
Displays on a Quote/Estimate, Sales Invoice or Order to clarify the Product
Product Category
Optional field (Defaults to "Materials / Materials Unknown"),
Used to “Group & Display” the Product on a Sales Invoice or Reporting (the Top Level Product Category),
Used to Calculate the "Sell Price" of the Product on a Quote/Estimate or Sales Invoice (the "General" Product Category)
⚠️ NOTE: Product not given a Category will default to Category "Materials / Materials Unknown" and will “Group & Display” as, and use the "Sell Price" Rule of "Materials / Materials Unknown".
⚠️ NOTE: The "JA Material" Product Categories are not available for Imported or Manually Added Products.
Fix
Optional field (Defaults to "None")
Used to “Group & Display” Labour on a Quote's Hours
Used to “Group & Display” Products on a Quote's Order to make bulk selection of Products quicker
⚠️ NOTE: Product not given a Fix will default to Fix "None".
Labour Hours on a Quote
Products on an Order
Trade Price
Compulsory field,
Used to calculate the "Sell Price" of the Product if "Trade" is selected for the Product's Category "Rule" on the Price Rule being used
Cost Price
Compulsory field,
Used to calculate the "Sell Price" of the Product if "Margin" is selected for the Product's Category "Rule" on the Price Rule being used
💡 TIP: All other fields of a Product are there for information purposes and are viewed from the Product Window.