This Help Article covers:
There are generally 3 types of Products:
Supplier Products - (Dedicated Supplier Product) stored under that Supplier with the "Suppliers Account Name"
Your Products - stored under the Supplier with the prefixed “Misc” + "Your Account Short Code"
Katipolt Products - (System Product) stored under Supplier with the prefix "Katipolt" + "Product Category"
To Add, Edit, or Import Products
Adding, Editing, or Importing Products is done from various places in Katipolt using various methods.
API Connection Product Imports and Katipolt Products
Connecting to an API Supplier (Partner Connected Apps) imports products automatically. Adding Products and retiring Products is done according to the automated import.
Katipolt Products are owned by the System. Adding Products and retiring Products is done by the System Administrator.
⚠️ NOTE: Supplier Products imported via an API (Partner Connected Apps) connection OR “Katipolt Products” are not User editable.
Supplier Manual Product Imports
Supplier Products Price File Importing is done from the Supplier Page.
💡 TIP: Before a Supplier Products Price File can be imported, the Supplier must be entered in Katipolt, see the Help Article:
⚠️ NOTE: Keep the file you use and add to it any new Products as any existing Supplier Products not in future imports will be treated as retired and marked as “Inactive” in Katipolt.
⚠️ NOTE: Should a Product become "Inactive" it will not be found using the Global Search, it must be searched for from the Products List [Refine] filter search.
⚠️ NOTE: Supplier Manual Product Imports are limited to 5,000 product lines.
⚠️ NOTE: You need to ensure the Supplier Products Price File import CSV follows Katipolt’s format for product CSVs.
Supplier Products Price File import CSV format
Minimum Columns are "Product Code", "Product Description", "Trade Price" and "Cost Price"
💡 TIP: To get all the valid Column Headers, from the Supplier Window's “More” (3 dots) menu, Select the [Export Product CSV] option.
⚠️ NOTE: The Import File:
Must NOT contain commas
Has restrictions on character numbers of text fields
Must NOT contain duplicates of the "Product Code"
Must have a number in Trade Price/Cost Price (I.E. NOT a "0" or "POA")
💡 TIP: To identify duplicate Product Codes: From the .csv file, Highlight column "A" > Conditional Formatting > Highlight Cell Rules > Duplicate Values... > OK (Duplicates will display highlighted).
⚠️ NOTE: If you enter values in the "Product Category" column, these entries must be a Product Category Name as used in the Katipolt Price Rules.
💡 TIP: Delete any columns that do not have values entered, maintaining the Minimum Columns.
To import the formatted Supplier Price File
Quick Flow:
Supplier Page
“More” (3 dots) menu
[Import Product CSV]
[Select a file]
[IMPORT]
1. From the Supplier Page, Press the “More” (3 dots) menu and select the [Import Product CSV] option to display the Import Product CSV Window
2. From the Import Product CSV popup, Press the [Select a file] button, then navigate the where the file to be imported has been saved, then Press the [IMPORT] button to import
💡 TIP: Imported Products default to Product Category "Material Unknown", this can be changed for individual products on the Product's Page by selecting the Product Category of a Pricing Rule that will apply when selling the Product. The Product Category also determines where the Product will be displayed on a Sales Invoice.
Product Entry – Add Product
Adding Products is done from the Products Side Menu's Products List
⚠️ NOTE: Products added through Add Product are 1-off products and can be added to a Contact (Supplier) OR to your "Misc" Supplier.
Quick Flow:
Products
[+ADD]
Product Details
Product Pricing
[SAVE]
1. From the Side Menu, Press Products to display the Products List View, then Press [+ADD] to display the NEW PRODUCT Page
2. From the NEW PRODUCT Page’s Detail Section, enter the Product Details;
Product Code* - Required field, must be a unique Code for the selected Supplier
Product Description* - Required field
Supplier* - Required field
Product Category – Will determine the Pricing Rule that will apply when selling the Product and where the Product will be displayed on a Sales Invoice
Fix - Will determine the Section the Product will be displayed on a Katipolt Order
3. From the NEW PRODUCT Page’s Pricing Section, enter the Product Pricing;
Trade Price* - Required field - If you don’t have a Trade Price, use the Cost Price OR make up a Trade Price using a Margin you would be happy with
Cost Price* - Required field
4. When finished [SAVE]
Product Entry - Purchase Invoice “Imported OR Add Line”
Products of Imported Purchase Invoices or entered manually into a Supplier Purchase Invoice using "Add Line" will populate to that Contact (Supplier) and can be recalled in a future Purchase Invoice, Quote, or Sales Invoice line using the entered Product Code.
Product Entry - Sales Invoice “Add Custom Product”
Products entered into a Sales Invoice using "Add custom product" can be recalled in a future Purchase Invoice, Quote, or Sales Invoice line using the entered Product Code. They will populate to “Misc” Supplier.
Product Entry - Order “Add Custom Product”
Products entered into a Supplier Order using "Add custom product" can be recalled in a future Purchase Invoice, Quote, or Sales Invoice line using the entered Product Code. They will populate to that Contact (Supplier).
