Creating a New Product
Your Products will be the material selected when ticketing. You can create an unlimited number of Products and assign them to your Locations and Orders, as needed.
How to Create Products
Navigate to "Resources" > "Products" > "Products & Pricing"
Navigate to the Product Setup
Click the [+New Product] button
The minimum required fields to add a new product are Product ID, Description and Unit
Click [✓Update]
Assigning Products to a Location
After a product has been created, it will need to be assigned to a location. This will be where you will be ticketing the Products.
Select the product you just created and click the [+Add Location] button in the middle tab
The minimum required fields are Region, Location, and Yard
The product must be added to the location it is being ticketed out of. Mutiple locations can be added to the same product and vice versa
Click [✓Update]
Once the Product Location is set up, make sure to set up default pricing for the product
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