The Product Catalog area is where you configure the products and services that are offered and tracked through the application. Here, you configure products and/or services, prices, discounts, unit sizes, and price lists. Without these items being set up, the functionality of quotes, orders, and invoices is crippled.
In order to configure the Product Catalog and keep a track of all the dependencies, the items listed here must be configured in the following order:
If volume discounts are to be used, the Discount Lists section must be created first.
Next, create Unit Groups and Units. Here, you can define the quantities that the products are being sold at. Unit Groups allows you to group by different categories of measurements. For example, if products are being sold by weight, length, unit, or a specific number of units, these products must be set up as available unit groups.
Create Price Lists. Each price list is a collection of items and their related prices. Products can be...