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User Manual · Chapter 6 — Products, pricing, and costs

6.11 Settings that shape Products

Little of Products is a switch; most of it is reference data with consequences, and this section is the map of those consequences:

  • Categories decide how reports, cockpit charts and count scopes slice the catalogue — a product filed wrong is invisible in the right places and loud in the wrong ones.
  • Units and conversions (§6.6) are set once and carry pricing, stocking and landed-cost weight with them; they are the catalogue's least-forgiving corner.
  • The accounts and tax codes on the product record (§6.4) decide where every document involving the product lands in the books — set at the product, they never need choosing per document, and a wrong one misfiles a hundred documents cheerfully.
  • Reorder level and quantity remain the manual reorder point for companies without Planning — and, with Planning, the override that always outranks the computed suggestion (§5.6).

The configuration steps themselves — creating units, conversions, categories — are the Implementation Manual's; what this section insists on is that none of them is clerical. Each is a decision the documents will execute faithfully, at volume, until it is changed.

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