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

6.4 The Product record (360°)

Figure 6.1 — The Product record (360°). Drawing to be produced after the UI/UX pass: the four KPI cards above the tab strip, the Details tab open showing identity, units, accounts, and the inventory flags.

Four cards stand over every product, wherever you meet it: Stock on Hand (with its unit of measure), Stock Value at the moving-average cost, Available to Promise — on-hand minus what approved orders have committed — and On Order, what approved purchases have yet to bring in. The tabs:

  • Details — the record itself. Identity: the SKU (your stock-keeping code, unique in your company), the name your documents print, the type (§6.5), the category, a description, and the active flag — an inactive product retires from pickers without losing its history. Units: the stocking unit quantities are counted in, and where they differ, the purchase unit and sales unit (§6.6), plus weight and volume per unit where landed cost or freight needs them. Accounts: the inventory, revenue, cost-of-sales and expense accounts this product posts to — the reason a product lands in the right place in the books without anyone choosing accounts per document. The form tells you when one is missing: a product with no revenue account — or, if it tracks stock, no cost-of-sales or inventory account — is flagged on the form itself, because its sales invoices will refuse to post until the account is set. Tax: whether the product is vatable, and its sales and purchase tax codes. Inventory: whether it tracks stock at all, its reorder level and quantity (the manual reorder point — §5.6), lead times when Planning is on, and the lot and expiry flags with shelf life, alert window and removal buffer when Advanced is on (§5.6).
  • Planning — present while the Planning switch is on: the product's planning parameters and per-warehouse overrides, the computed reorder point beside your manual one, and its ABC class with any manual override. The tab belongs to Inventory's story; it is told in §5.6 and §5.11.
  • Stock by Warehouse — the balance in each warehouse, with the movements one click behind it.
  • Sales History and Purchase History — the document lines this product has ridden on, newest first: who, when, how many, at what price.
  • Stock Movements — the product's own ledger: every movement from §5.7, filtered to this one product.
  • Attachments — the product's documents: specification sheets, safety data, photographs (1.9).

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