• Name: The full name of the Product as it is to appear on Invoices and Reports. This field is not required to be unique, although it is recommended.
• Part Number: Your company’s unique number for the Product (up to 20 alphanumeric characters). This field is mandatory. No two Products can have the same Part Number.
• Product Class: This determines certain default settings for this Product record including the GL distribution for Income, Cost of Goods and Inventory accounts.
  • Once a Product Class has been assigned it can only be changed if there are zero units of inventory on-hand.
• SKU:  This is an alpha-numeric, 20 character field.
  • A Product can have an unique SKU for each the base Unit of Measure (on the Product Info tab) and all alternate UM (on the new Unit of Measure tab).
• Category: This is a user-definable choice list that allows you to categorize your Products for reporting purposes.
  • Product Category is different from Product Class in that the category has no relation to the General Ledger accounting.
• Description: A description of the Product (up to 50 alphanumeric characters). The Description can be printed on Invoices and Purchase Orders.
• Default Sales/PO Line Memo: A larger description field.
  • Uncheck the "Use Description..." box in order to use this field as the default description.

• Default PO Cost: This is the cost that will be used by default when issuing Purchase Orders or processing Inventory Maintenance draw transactions.
  • This is often a different cost than the value used in Cost of Goods Sold or inventory value reports. If you're using Moving Average costing, then the average cost is typically used for those calculations.
  • For Kits and Assemblies, the Default PO Cost is the SUM of the BOM components' Default PO Costs. If any BOM components are Assemblies, then Default PO Cost could include non-inventory and/or setup costs from those components.
• Markup %: The percent of the actual cost used to obtain the sell price. Enter the value in whole numbers (e.g. enter 15% as 15.)
• Sell Price: The price that your company is selling the item for, not including tax.
• Default List Cost: This is the default "catalog" cost.
• List Price: The manufacturer’s suggested retail price.
• Commission %: The percentage of the sale price received by the sales person for the sale of this product. Enter the value in whole numbers (e.g. enter 15% as 15.)
• Default FC PO Cost: Default PO Cost represented as your chosen foreign currency (select using the drop-down menu to the right of this field).
• Base UM: The base quantity in which the Product is bought or sold. This should typically be the smallest unit that could be bought or sold.
• Lock Price: Users cannot edit the Sell price during Sales Order/Quote entry. Price Breaks and Promotion/Discounts will still apply.
• Built Cost: The Built Cost equals the cost of inventoried Bill of Materials components (Default PO Cost) + the BOM's Non-Inventory component costs + the Default Setup Cost.
  • The Built Cost is your true cost to add a single unit of an Assembly to stock.
  • The Default Setup Cost is prorated for quantities greater than 1. Therefore, the Built Cost listed on the Product record is only an estimate for the cost it takes to build one unit.

• Freight: Select this Product Type for your shipping methods.
  • Items marked as Freight are available to be entered in the Ship Via fields throughout the system.
  • These items are also used when processing shipping documents via your 3rd Party Shipping Software.
• Inventory: If selected, AcctVantage will track Inventory levels for this item.
  • Assembly: Assemblies are production items that have a defined Bill of Materials (i.e. components) that are assembled to build the finished product.
    • A Work Order is used to relieve the component parts from Inventory and add the finished good to Inventory.
  • Auto-Build: If the Auto-Build Assembly box is checked, then AcctVantage will attempt to build the Assembly (using the standard BOM) when there is a shortage during Sales Order entry. Please see the section on Assembly vs. Kit Product Types for more details on this process.
  • Serialized: If selected, AcctVantage will track individual units of the Product with a unique Serial Number.
• Non-Inventory: Select this Product Type for supply items, services, fees and other miscellaneous items.  Anything that is intangible is non-inventory.
• Kit: Similar to an Assembly, a Kit also consists of a Bill of Materials of inventory and non-inventory items sold under a single part number. However, unlike Assembly, a Kit is not an inventory item itself. It does not draw available Inventory until the item is sold; there is no need to “build” a Kit prior to sale.
  • Fixed Price: Use this to "lock" the price of the Kit, disregarding the prices of the BOM components. The Sell Price for a standard Kit is the sum of the components' Sell Prices.
• Template: Templates are similar to Kits in that they consist of a BOM of Inventory items. However, when a Template is entered on a Sales Order, AcctVantage replaces the Template line item with an individual line item for each Template component.
• Mobile Only:
  • Track Lots: Use this to force the system to require the selection of a Lot via AV Mobile.
  • Track Exp: Use this to force the system to require the entry of an expiration date via AV Mobile.

• Inactive: Indicates the product is inactive. Inactive products cannot be sold and do not appear in pop-up lists for data entry, but will still be searchable in the Product List View.
• Taxable: Indicates sales tax is calculated for the item on Sales Orders.
• Do Not Print: Checking this box will prevent any Sales related document (Invoice, Pick Ticket, Order, etc.) from from printing a line item for this part number. This can be helpful for special instructions, items that need to be tracked as sold but not included on printed documents.
• AvaTax Tax Code: If using the integration with AvaTax, this code determines the tax status of the product.
• Harmonized Tariff Schedule: Required for international shipping.
• Country of Origin: Required for international shipping.

• Primary Vendor Name & Primary Vendor Code: The name and code of the default Vendor that supplies the Product. These are pulled from the Vendor record.
  • This field must be used if you plan on using the Auto-PO feature.
• Primary Vendor Part Number: A Vendor-specific Part Number for the Product.
• Primary Vendor Bar Code: A Vendor-specific bar code for the Product.
• Primary Vendor PO Cost: Similar to the standard Default PO Cost. This cost will be used on PO's issued to this one specific Vendor.
• Primary Vendor List Cost: Similar to the standard Default List Cost. This cost represents the Vendor's catalog price.
• Primary Vendor Memo: Any pertinent information regarding the Product in this field.

This section also includes the same fields above for data from a 2nd Vendor.  There is also the ability to swap these two Vendors if the secondary Vendor becomes primary at some point in the future.

There are also a handful of custom fields on the Product Info tab. These fields can be used to store any alpha-numeric data. These are not tied to any logic in the system but they could potentially be used elsewhere via custom scripting.

Note: These values are entered on the UM detail page. Double-click an existing UM record to drill into it or click the + to create a new UM record.

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• Name: The name of the unit of measure (e.g. Case, Pallet, etc.)
• SKU: Another identifier specifically for the unit of measure.
• Multiplier: The number of base units (e.g. each) that are contained within the unit of measure.
• Piece Count: The number of pieces in each unit of measure. This is different than the multiplier.

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• Volume: The overall volume for one qty of the unit of measure.
• Volume UM: The unit that represents the UM Volume.
  • This is controlled by a setting in Administration > System Configuration > Product UM. The options are:
  • Imperial: in³, ft³
  • Metric: cm³, m³
• Weight: The overall weight for one qty of the unit of measure.
• Wgt UM: The unit that represents the UM Weight.
  • This is controlled by a setting in Administration > System Configuration > Product UM. The options are:
  • Imperial: oz, lb
  • Metric: g, kg

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• Sell: The sell price for the unit of measure.
• Discount %: The discount % for the unit of measure.
  • Note: Enter EITHER the Sell or the Discount %, not both.
  • If the Sell is entered, then that amount will be used as the sell price during Sales Order entry.
  • If the Discount % is entered, then the formula to calculate the UM sell price = Sell Price (base UM) x UM multiplier x Discount %
• Dflt SO: Check this box if this unit of measure should be the default when the item is added to a sales order.

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• Cost: The cost for the unit of measure. This is analogous to the Default PO Cost for the base UM.
• PO Discount %: The discount % used on Purchase Orders.
  • Note: Enter EITHER the Cost or the PO Discount %, not both.
  • If the Cost is entered, then that amount will be used as the cost during Purchase Order entry.
  • If the PO Discount % is entered, the the formulat to calculate the UM PO cost = Default PO Cost (base UM) x UM Multiplier x PO Discount %
• Dflt PO: Check this box if this unit of measure should be the default when the item is added to a purchase order.

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• Dflt WT: Check this box if this unit of measure should be the default when the item is added to a warehouse transfer.
• Force Whole: Check this box to force the system to always use whole units (i.e. if a case equals 12 each, you can sell 6 each but you can't sell 0.5 cases)
• Description: A text description for the unit of measure.

See above for the rest of the field definitions that you'll find on the Unit of Measure detail page.

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On the UM detail page, you'll enter all of the UM-related data. Most of it is displayed on the summary page, however a few things are not:

• Length, Width, Height: These are the measurement dimensions for the UM. There are some additional options that are controlled by settings in Administration > System Configuration > Product UM.
  • The dimensional units [that are displayed in parenthesis below] can be selected for Imperial and Metric.
  • There is also a setting to tell the system which of the two systems of measurement to use. See the setting named Use Imperial or Metric Units.
  • Both systems of measurement will always be displayed on this detail page.
• Auto-Calc Volume: Check this box to tell the system to auto-calculate the Volume based on the Length, Width, Height dimensions entered for both Imperial and Metric.
• Custom Fields: There are 10 alpha-numeric, 5 numeric, 2 date and 2 boolean (i.e. True/False) fields displayed here as well. The field labels for these are also controlled via Administration > System Configuration > Product UM.

These values are not stored on the Product. They are only calculated in on-the-fly. Click the Find button to calculate.

• On: This date is the most recent time this item was received on a PO.
• PO Number: The most recent PO Number the item was received under.
• Quantity: The quantity received.

• Include in Inventory Shortages: Check this box to include the item in Inventory Shortages calculations (this previously was referred to as "Auto-PO").

CLICK THIS LINK for more info on the Inventory Shortages feature.

• Sync to webstore: Check this box to allow product details and/or inventory levels to be synced to the webstore
• % of available in webstore: This percentage tells the system how much of available inventory should be synced to the webstore.
• Webstore Category: This field is required when pushing new product records to the BigCommerce integration. Other webstores may or may not use this field.
• Parent SKU (Variants only): This field is required to sync variant products with their parent on the BigCommerce webstore. Other webstores may or may not use this field.

CLICK THIS LINK for more info on webstore integrations.

Use the drop-down menu in each area to select a specific warehouse.

• GL code: The GL Account Code designated for the Product/Warehouse combination.
  • Inventory GL Code: This is the Inventory Asset account where inventory value is held.
  • Deferred Revenue GL code: This is the Deferred Revenue Liability account where deferred revenue value is held (if the feature is enabled).
• Balance: The balance in the above account.
• History: Click this button to see historical balances for the above accounts.
• Auto-Recalc Lead Times: Enable this setting automatically calculate Lead Time and Rush Lead Time (across all warehouses). CLICK THIS LINK for more info.

• Auto-Assembly Build - Default Warehouse: The warehouse where the assembly components will be drawn from when using the Auto-build assembly feature.
  • This warehouse is to be entered on the BOM components, not on the assembly.
  • If the Sales Order warehouse is different than the Auto-build warehouse, then the BOM components will be transferred from the Auto-build warehouse to the Sales Order warehouse.

Note: Auto-build Assemblies are different from the Auto-Work Order settings illustrated later in this article. Auto-built assemblies are not created via Work Order.

• Use the refresh icon at the top of this section to update inventory levels to account for ongoing data entry activity elsewhere in the system.
• Use the drop-down menu at the top of this section to change the Unit of Measure that the Inventory Levels are represented as.

CLICK THIS LINK to see more info on Inventory Levels.

• There are 20 custom alpha-numeric fields and 5 custom boolean (i.e. true/false) fields on this page.
  • The last 6 of the custom alpha-numeric fields are repeated on the Product Info tab.
  • The custom boolean fields are hidden unless they have been assigned a field label.
  • The field labels can be edited via Administration > System Configuration and then select Product from the drop-down menu.
• Quick Entry: Enable this setting in order to include this item in the Sales > Quick Entry screen.

Please see the article for the EasyPost Batch Shipping feature if you are entering these dimensions to support that function.

• Self-Ship Box: Check this box for Products that ship within their own box. If the item requires additional packaging materials, do not check this box.
  • Self-ship boxes do not need to be packaged inside another box. Self-ship products are able to be shipped in the OEM box.
  • When this box is checked on the Product, a corresponding box will be checked on the Sales Order as long as that Product is the only item on the order.
  • This setting is not required, however it does simplify filtering for Self-Ship Orders in the Sales Order window.
• Predefined packages: If you want to designate standard pre-defined package dimensions, select it from the drop-down menu. Otherwise, leave it set at "Manual Entry" and then enter the dimensions below.
• Length, Width, Height: Enter the length, width, and height dimensions. Enter these values in inches if you are using the Batch Shipping feature.
  • The unit of measure label for length, width and height is controlled via System Configuration > Product > Measurement Units - Length.
• Volume: Enter the volume or check the Auto-calc box to let the system calculate it for you.
• Auto-Calc: Check this box to auto-calculate the volume based on the length, width and height dimensions entered above.
• Weight: Enter the weight dimension.
  • The unit of measure label for weight is controlled via System Configuration > Product > Measurement Units - Weight.

Click the + symbol to add a picture; click the trash can icon to remove a picture. Highlight any picture to see a preview of it.

• Df: Indicates the default picture for this product.
• Caption: By default, the caption will be the filename of the picture. You can double-click into this field and change the name.
• Size (K): The file size of the picture on disk.
• Save to disk: Click this button to export the picture to a file.
• Set Default: Click this button to make the selected picture the default picture.