hello everyone welcome back to another video so today in this video I'm going to talk about product management in ODU 17 so basically product management is very important inside oo as you all know we have modules like sales purchase inventory and all so in all these modules we have this menu called products and we use products in almost everywhere inside Odo so products are very much important because we have certain things like the product types and so on so let me show you how to create a product and how to manage a product inside U
so come with me and let's do the product manage agement so now let me show you how to manage products okay as you all know products can be found inside modules like sales purchase inventory and all so I'll show you how to create a product and how we manage it so let it be inside sales okay I'm opening the sales module and here in sales we have a menu called products so click on that and under products you have related things like products product Wan and all so I'm opening products over here and the thing
is that here you can see all the products which are created created till date in our system okay so that's the Canin view of the products you will get the list view here's the list View and also you have the activities so activities corresponding to products can be viewed here and if you want to schedule any you can do that also from you so I'm going back to the Canen view of the products so you can see under a single card you have the image of the product okay the name of the product how many
variants it has and also you have the price in the onand quantities that is the quantity of the product okay so these are all starred if you want to you know for while using this product inside a sales or a purchase order for easy access that is no need to search Once you search I mean once you star these products they'll be coming on top okay so I'll show you how to create a new product simply click on new so this is the product creation form so here you have to provide the name of the
product so I'm giving the name as a mug okay and I'm staring it so that's done now here you have so much things like can be sold can be purchased can be expensed recurring or even can be rendered okay so can be sold is nothing but if you want to make this product available to be sold then simply check it if you want this to be available for to be purchased check it and if you want it to be expensed then you have to check it expensed in the sense you can you know uh it
can be selected in an expense as an expense product and this is the recurring which is the subscription product okay and this is uh rented which is allowing it to be a rental product so you can enable if all is needed currently I'm only focusing on sold and purchase so I'm enabled it by default both will be enabled now under the general information of the product you have things like the product type so basically we have so much product types right now so product type is simply I'll show you what it is so a storable
product is a product for which you manage stock okay the inventory app has to be installed for it and a consumable product is a product for which stock is not managed okay a service is a non-material product you provide so as you'll know these are the things which comes okay so here you have so much product types which is consumable service storable booking fees combo event ticket event booth and also course so consumable product are the ones for which we don't keep account okay so uh like as as it shows before suppose take a example
of a cover okay a cover in the sense we'll get covers from you know textiles or even some other shops when you purchase your products will be put in a cow so there are some shops that might be selling cows so for them a cow is a storable product and if you go to a textile and they are putting it inside a cover and giving it to you they don't have have a account for this product for them it's a consumable product so same product can come under different types based on what kind of business
it is okay so consumer product is that and you have storable products then you have service so a doctor teacher and all is a service okay and then you have the booking fees so you can create a product as booking fees and while doing a booking and all you can use this product as the booking piece then you have the combo product as you'll know what a combo is then you have the event ticket as well as event Booth so you can create a product as an event ticket or event booth and you can use
it in the events then you you have a course so if you're doing any kind of courses and all what do you have to do like in the e-learning and all you'll be having so much courses so instead of choosing a course you can create a product named as a course okay uh I'm creating a course called python so that product can be used as a course so that's the different uh product so let it be consumable product itself and then you have invoicing policy which is ordered quantities and delivered quantities so you're sitting ordered
quantities means the invoice will be generated only for the amount or the quantities which are ordered and if you're choosing uh the uh what delivered quantities means invoice will be generated for the quantity which is delivered to you suppose you are ordering five quantities and they are delivering you four quantities so you only need to invoice for those four quantities so that's the delivered quantities okay and then you have the unit of measure that you can set a unit of measure for this product So currently I'm using units by default it will be units you
have so much unit of measures and the purchase unit of measure so how to purchase this product in what units of measure it should be purchased so here also I'm giving units and if you want to create a repair for it then you can simply check it over here so create repair is create a linked repair order on sale order confirmation of this product okay so according to uh like according to Odo what it means is that once you're using this product in a sale order but parallely or you know you can create a repair
order linked to that sale order okay based on the confirmation of that particular product now here you have the sales price of the product so sales price is the price at which product is sold to the customer so for a unit I'm giving $10 and you have the customer taxes you can add the tax over here so by default 15% is the tax then you have the tax cloud category so this refers to tiic which is the taxability information codes these are used by tax Cloud to compute specific tax rates for each product type the
value set here prevails over the one set on the product category okay so if something is set to the product category means that will be used over here so you have the other tax category as well and then you have the cost of the product so value of the product used to Value the product when the purchase cost is not known so this is basically basically used to compute margins okay so I'm putting the cost as one per unit and here you have the product category it can be anything you have separate option where you
can create product category so I'm putting it under all itself and then you have the part number so you can give a number over here the version and all can be provided okay and then you have the UPC and code the OEM number the product template tags Brands and if you want to configure tags you can do that as well here have the internal nodes where you can specify any kind of internal noes regarding the product you have the attributes and varant over here so attributes and variant are basically when there are variant for the
product so I'm adding an attribute say the color so mug is there in different colors so values I'm giving it as white black green and pink okay so these much variant I have that's what I'm specifying and if you want to configure so if there is a case like mugs should be sell for $100 so for black mug there should be a raise in price which is $200 only for black that is the variant black what will you do you'll have to go to configure so before that you have to save it sorry save it
go to configure and then you will have this black right so here you can add the extra money okay whatever the extra money is you can add it over here okay so that's how you add extra money for any particular varant going back to the product so that's how you add the attributes and varant and here you have the sales variant selection so that that is to H show how to choose the variant so once you use this product in a sale order it will show as a product configurator so from there you can uh
you know add uh variant as well as you have the order grid entry so these are two methods for the variant selection then you have the sales tab where you have the upsell and cross sell you have the optional products here so these optional products are suggested whenever the customer hits add to cart okay so if there's an example given that is for computers and all waranty as well as the software will be showed as optional products once you click on add to cut then you have accessory products so if if you are creating a
product as phone or something then your phones and all can be an accessory product even the case of the phone can be accessory products okay and then you have the alternative products so same in the case of a phone uh if you are buying a keypad phone means as an alternative product uh they'll be showing you things like the um touch screen phones and all so that can be alternative products so suggest alternative to your customer those product show UPS on the product page now here you have a product a product description for self order
so you can specify a product description and the e-commerce shop so to make it available in website or POS you have to enable this okay so if it if you want it to be an available in POS then check it once you check it such things come which shows the category of the product under which category it should be shown okay so I'll put drinks okay and then available in self order if this product is available in self order screens whether it should be available so I'm putting I mean checking it and to wear with
scale okay that is to check if the product should be waited using the hardware scale integration so if yes you can check it as well and then you have the e-commerce shop to make it available in which website and also under which category okay so I'll put it under Furniture okay so that's done and then you have the extra product media that is want if you want to add any media regarding the product you can do that and then here you have the purchase so under purchase you can add a vendor so from which vendor
you are going to buy this product you can set two three vendors for this product and the price of the vendor okay so that's uh what comes under the purchase you have the vendor bills also and also the purchase description so control policy is on order quantities or on received quantities that is similar to the uh you know invoicing policy here you have the billing policies so whether it is to control bills based on ordered quantities or based on Del I mean received quantities then you have the inventory where you have operations like the road
which is drop ship subcontract on order buy replenish or even manufacture resupply drop ship whatever the roads are you will be going through this in detail and then you have the logistic details where you have the responsible person the customer lead time so customer lead time is the delivery lead time in days it's the number of days promised to the customer between the confirmation of the sale order and the delivery then you have the HS code which is the standardized code for international shipping and goods declaration at the moment only use for the FedEx shipping
and provider so that's the HS code you can provide the code over here and you can set the origin of goods which is the rules of origin determine when Goods originate okay and then you have the description for deliver orders for receipt and for internal transfers you can specify the description over here you have the accounting section where you have the receivables where you can set an income account for the product you have the payables where you can set EXP account and pay difference I mean price difference account then you have the unspsc category which
is a code related to this product which is used for EDI in Colombia Peru and all so Regional things and here you have automatic email at invoice so for that you can set an email template over here okay and then finally you have the eBay section which is to sell it on eBay or no so this is how you basically um you know configure a product okay I'm saving it once you save it I'm going to the general information and here you have the extra prices the documents go to website the varant of the product
here you can see it shows four because this product has four variants so I've given four colors of the product mug and if you go to more you have this sold units purchased units what by the time you sell and purchase it the count will change over here you have the putaway rules the bill of materials and all okay so that's how you set the product okay I'm simply saving it and if you want to replenish it that is when the quantity that is the ordered quantity and all or I mean the quantity of the
product is is zero okay that is the stock is zero and all you can use this replenish to buy the products so I'm staring it and going to the products menu you can see the Mark is given here so it's consumable that's the why reason why you can't see this saving it so here you can see onand quantity so as I said before for consumable product there won't be a count or not but for um storable product there's a count so onand quantity can be updated from here okay so no stock on hand currently go
back and you can update the quantity by clicking on this so click on new add the product which is mug for each if you're are creating means you can add multiple can be added say the owner of the product on hand I'm putting 10 okay so 10 quantities is there adding one more for black similarly quantity is this is how you add the quantity okay on quantity so for black I'm giving it as 10 okay so that's how you update the onand quantity of the product now if you just take a look you can see
20 units are there 10 of the white one and 10 of blue I me black ones okay so that's how you update the online I mean on hand quantity and now you can use this products inside a sale order so let me show you how here you have the new icon and just adding a random customer okay there's a limit for the person now if you go to product here you'll be having mug so as I said before this configurator will come and from here you can choose the product I'm choosing black confirming it see
this is how you add a I mean add the product which you created okay it's that simple now you can confirm the sale order and continue the procedure so that's how you manage products in ODU 17 thank you so much for watching see you in the next [Music] video
