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Product: Entity Definition

Product: Entity Definition

SALES --- PRODUCTS

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PRODUCT DETAILS

  • ID - A unique identifier for the product. We recommend utilizing a standard naming convention. Ex: INV-01
  • Product Name - The name of this product that will appear on customer invoices.
  • Subject - Drop Down menu--option for Default or other subject settings
  • Quantity on Hand - The quantity of the product that is currently in your organization's inventory.
  • Unit Group - A unit group contains the lowest unit of measurement in which a product is available. It then lists all the different increments that this base unit is packaged in for sale, and indicates which one is the primary unit. In CA MS, Unit Group should always be set to Default Unit.
  • Default Unit - The initial measurement of a product. In CAMS, Default Unit should always be set to Primary Unit.
  • Default Price List - If CAMS cannot determine the price someone should pay based on information in a contact record, it will charge according to the Price List in this field. Though this field is not mandatory, you will see a yellow warning at the top of the form if you do not fill it in because it serves to catch any contacts that may be inadvertently excluded from the other price lists. 
  • List Price - This field refers to the advertised price for an item. This field is only used when a price list item is set as a percentage of a list.
  • Currency - The default currency setting for the product. 
  • Decimals Supported - The number of places after the decimal to display (ex: if you enter 2 in the field, you will see $xx.xx. If you enter 3 in the field, you will see $xx.xxx)
  • Standard Cost - The standard cost to purchase the product from the supplier.
  • Current Cost -  The current cost to purchase the product from the supplier.

PRICE LIST ITEMS

  • Toolbar that allows you to view and/or add price list items associated with the product.
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