This Help Article covers:
⚠️ NOTE: This Help Article assumes that you are familiar with, and have read the Help Article "Products - Overview".
There are four ways to Manually Add Products:
Manually Adding - From the [+ADD] button of the Products List
Purchase Invoice - New Product from Add Line or Imported Purchase Invoice
Sales Invoice - Custom Product Line of a Sales Invoice
Order - Custom Product Line of an Order
To Enable a User to Manually Add or Edit a Product
For a User to be able to Manually Add or Edit a Product they need to be enabled on the Katipolt Desktop side. To do this they need to be added to a Katipolt Role with permission “Add/Edit Products” toggled to "On".
Company Settings > Staff Top Tab > Roles Expandable Section > Select a Role that displays Katipolt “Add/Edit Products” toggled to "On" OR from a Role toggle it to "On" > then select the person from the “Assigned To” dropdown to add
⚠️ NOTE: Toggling "Add/Edit Product" to "On" also toggles "View Products" to "On". You can Just Toggle "View Products" to "On" which allows a User to View Products, but not Add or Edit a Product.
Product Entry – Manually Add from Products List
Adding Products is done from the Products List of the Side Menu's Products
⚠️ NOTE: Products added through Add Product are 1-off products and can be added to a Supplier OR to your "Misc" Supplier "User Product".
Quick Flow:
Products Side Menu
[+ADD]
New Product Window
Product Details Enter
Product Pricing Enter
[SAVE]
1. From the Side Menu, Press Products to display the Products List View, then Press [+ADD] to display the New Product Window
2. From the New Product Window's Details 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 calculating the "Sell Price" of the Product, and where the Product will "Group & Display" on Quotes, Sales Invoices, or Group on Reporting
Fix - Will determine the Section the Product will be displayed on a Katipolt Order
⚠️ NOTE: The "JA Material" Product Categories are not available for Imported or Manually Added Products.
3. From the New Product Window’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 “Add Line OR Imported”
Products of Imported Purchase Invoices or entered manually into a Supplier Purchase Invoice using "Add Line" will add a new Product which can be recalled in a future Purchase Invoice, Quote, or Sales Invoice line using the entered Product Code. The Product will populate to that Supplier.
Product Entry - Sales Invoice “Add Custom Product”
Products entered into a Sales Invoice using "Add custom product" will add a new Product which can be recalled in a future Purchase Invoice, Quote, or Sales Invoice line using the entered Product Code. The Product will populate to “Misc” Supplier.
Product Entry - Order “Add Custom Product”
Products entered into a Supplier Order using "Add custom product" will add a new Product which can be recalled in a future Purchase Invoice, Quote, or Sales Invoice line using the entered Product Code. The Product will populate to that Supplier.
