Adding & Managing Products
Fast-Weigh Web Portal
Product categories are useful if your company has a large number of products that need to be organized by type. Categories can be used to separate reports to show broader sales comparisons.
Note: Product categories are not required to set up products.
Setting up New Product Categories
- Navigate to Resources > Product Categories.
- Click the [+New Product Category] button.
- Create a short Code and Description to define the Category
- Add a GL Sales Account, if your accounting system supports GL.
Adding and Managing Products
Adding New Products
Your Products will be what you are actually ticketing for. You can create an unlimited number of Products and assign them to your Locations, as needed.
NOTE: Products will not be available for ticketing until the product is set for each of your locations and the product has been added to a template.
Assigning Products to Locations
Next, you will need to assign your Products to the Locations where you will be ticketing the Products under the Product Locations table in the center.
Creating Pricing Templates
Pricing Templates are what drive your default pricing when adding products to an Order. You can create as many of these as needed, and you can set a default template that will be the default used when setting up a Customer.
Note: If you had pricing set up prior to the Pricing Templates update, your Price Levels will automatically be transferred over to Templates.
To add in a new Template, click on the [+ Add Template] button.
- This will add a new line to the Pricing Template table where you can enter in the Template Name.
- Make sure to click the Check button to save the new Template.
To set your default Template, select the Template Name from the table (it will be highlighted in teal with white text) and click [✓ Set Default]
- The Default Template will be highlighted in green.
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