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Product Group Maintenance screen is used to link group similar Products together in a Product Group . It is used for reporting/extract and to set defaults for products associated with the group, extracts and web site. Click the drop down below for details.
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You must have set up your nominal Control Accounts using Control Account before creating a Product Group |
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ON-Cost = The product group is a mandatory field and all products need to be in a product group, even if you have a single group for everything you have to fill this at the time when you enter a product onto the system. This also allows you to control a number of other aspects for the product group such as :- Whether to include on costs for this product in the margin reports If you want to exclude the product group from the price list e.g Internal or marketing products When you use the parcel carrier module, are items in this group fragile. Whether the sales team will have items in here apportioned, this stops a sales team from over holding or over selling a product. Enabling whether a rotation number is mandatory at the time of entering an order e.g. fine wines, specific batch control.
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The minimum fields that need to be entered on this screen are Code & Name |
Cost of Sales Accounts / Default Nominal Stock Account |
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These items are only applicable if you are using PRODUCT analsysis posting to your finance system, this is not a standard option. | Note |
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If you use this option you need to ensure that these fields are populated and that the codes exist within your finance system |
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Further Reading / ExplanationsField | Details |
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ON-Cost | These are the costs of receiving the goods into the warehouse, so it will include items suich as Freight+Insurance+RH&D+Delivery
Ticking this box will ensure that Cost of Sales calculations include the On-Cost charges | Warning |
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Forecast Type and Forecast Value are for… |
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If you tick the Sales Team Apportioned field, You would not use this for RETAIL products and perhaps not for Marketing items either | Forecast | Type and Value - Used for budget, there are reports marked as “core” these include regular products you sell non core would be for non stock or non saleable items. The value shown is the forecast for this product type for the financial year. | Sales Team Apportion | all the products in this group will have their Stock Availability apportioned by default.
For more details on Sales Team Apportionment see the Sales page | Info |
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The system will make rotations mandatory on Sales Orders for any Product in this group if you click the SOP Rotation Mandatory field |
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The minimum fields that need to be entered on this screen are Code & Name |
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The Product Style is assigned your Products to and is used for reporting and extract purposes. |  |
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