You can find this module in the Main menu - Finance - Products and Product Management.
All products to be used are posted here. These will again be used when creating an order/invoice, online store and time registration. You can specify, among other things, price and price, discount, a description of the goods, whether there should be VAT on the goods, which accounts the goods should go against, whether the goods should be displayed on the website (if you have this module) etc. You can update the number of products as they come in/out of stock. With the print function, you can easily get lists of all the products you have.
How to create Products and Product Categories?
The principle is to first create product categories and then related products to each product category.
In 24SevenOffice, all products are placed under specific categories. A category is a directory with a common description for the products / goods / services to be created under it. This allows for a better overview of the products and facilitates the work of maintaining them.
One also gets the opportunity for different accounting. Therefore, it is first necessary to create categories before you can create products. We first go through the creation of categories before we then go into creating / changing products.
From the right-click menu of the categories, you can perform other operations, such as create a new category, view all products under the category, view all sub-categories and products under the category, change the price of products / sub-categories up or down, by either percentage rate or amount.
How to add / create categories
Click on the "New category" button in the upper left of the image. A new window will open where you can give the category a name and where you can also access several settings.
Under Accounts, you classify how this category should be entered in the accounts, that is, which accounts the products in the categories should be entered against. You will then remove the check mark at the end of the current status and press the Select button. Then you get up all the account that can be selected from, and choose which account the different type groups should go against.
In the product image it is possible to change the account that the product goes against (in the Type groups tab). If you choose to change account there, it will override the account for how the category is set up.
Here is a text field to enter a description for the category.
Important! Account entries must be in accordance with the Norwegian Accounting Act in order to get a proper record of the accounts (according to the account numbers used in the accounts). The information you enter here "tells" the system how incoming and outgoing invoices linked to this category should be entered in the accounts.
If you want to change an account eg. for Credit Sales, uncheck the box and hit "Select". You will then be able to choose another account to which Credit Sales will go.
Important! If you make changes to a category then the products entered under the category will use the category changes, but only if you have not manually changed the "Type groups" (account entries) of the product itself. In this case, the product will use its own settings. That is, the customizations within a product override the settings set on the category underneath.
Once you have made all the settings here, you select "Save".
The categories are now listed under categories. The categories are sorted alphabetically into one another in a three structure.
There is no limit to how many categories you can create. Subcategories can also be created.
Once all the categories are in place you can start adding the products.
From the right-click menu of the categories, you can perform other operations, such as create a new category, view all products under the category, show all sub-categories and products under the category, change the price of products / sub-categories up or down, at either percentage rate or amount .
How to change a category
- First, find the category to change.
- Select the category to change and right-click.
- Select "Change category" from the list of different categories.
- This will open the same screen as described above »How to add products / create categories»
- Follow the steps described under "How to add products / create categories"
- Click change and the changes will be updated.
The various tabs in the Change category are explained in the Help file for Create category.
How to delete a created category
- Select the category to delete.
- Right-click the Category and select Delete. Confirm that the selected product is to be deleted.
Product selection / labeling
If you want to label more products under one category, you can choose to use the quick-marking tool in the upper right corner of the image. The green button will highlight all products, but the red x will remove all check marks.
Sorting of products
Products can be sorted by column headers. Products can be sorted by item number, product name, price, price, etc. You then click on the column heading you want to sort on. An arrow to the right of the column heading shows whether it is sorted descending (down arrow) or ascending (up arrow).
How to change a stored product (s)
Find the product to be changed either by using the search engine at the bottom of the product register or by finding it in the list on the left side of the screen. Double-click the product and make any desired changes and click "Change." If you want to change several products at the same time, you can press the "allow changes" button at the bottom of the page. It allows you to edit the product's properties directly, such as price. Remember to press "disable change" when all changes have been made. The changes will then be saved automatically.
How to change price
Select the product price to change on Double-click the product. You can now change the price of the product Click "Change" and the price is updated. Press the "allow changes" button at the bottom of the page. It allows you to edit the product's properties directly, eg price. Remember to press "disable change" when all changes have been made. The changes will then be saved automatically
Indirect costs are, as the name implies, not a direct cost and will not have any accounting significance. If there is a direct and measurable cost incurred on a product (for example, shipping) then this should not be part of the indirect cost, but rather be entered separately.
Product Sales Statistics - Categories or Single Products
If you want to get a list of all the products you have registered you can choose show all when you go into finance products. Here you can also print all. This list will show you both the price and the number of items left in stock if the product is stock controlled.
If you need an overview of how much you have sold for a particular item or category, you can go into financial accounting reports - order / invoice and choose invoice report graphically.
Here you can select both sellers / employees. Departments / projects etc.
At the bottom you have Product and product category selection. Here you can add individual products or an entire category. Once you have selected what you want to include in your report, select: show graph.
You normally click into the graph and select: show data table for the entire graph. Then you get all the details like the customer who bought the product, how many he bought, what date, and the number. The headlines here are also blue, which means you can sum up per day. customer or per product by clicking on the blue heading.
To create a product that consists of several products, ie a structural product, do the following:
Create a new product. Save and then access the "Structure" tab of this new product. Here you tick off for the Product to be a Structural product. Further down in this tab you look up the products that should be part of the structure. Double-click the product to add it to the structural product and save. The price of the structural product is automatically calculated from the price of the products that the structural product consists of.
Note that it is not possible to add a structural product as a commodity in another structural product.