How to manage Products?

Product Master

Purpose:
Create a master catalog of all products or services your organization buys or sells. 

Create a Product

1. Go to Masters → Product

   • Open Masters .

   • Click on Product.

2. Click “Create Product”

   • Opens a product creation form. 

3. Fill in Product Details

   • Product Name (Required)

     • Example: “Executive Office Chair”, “PVC Insulated Copper Cable 2.5 sqmm”, “AMC for 500 KVA DG Set”.

   • Product Group (Required)

     • Choose from existing groups, like:

       • “Administration – Office Furniture”

       • “Administration – Printing & Stationary”

       • “Electrical – Cables & Wires”

   • Unit of Measurement (Required)

     • Select from your Unit master (e.g., “Nos.”, “KG”, “Ltr”).

   • Specifications / Description (Optional but Recommended)

     • Short technical or commercial description.

4. Save

   • Click Save.

5. Usage

   • While adding Line Items to RFQs or auctions.

   • Helps in:

     • Accurate reporting (by product group, by product) ,

     • Reusing frequently procured items.

 Edit a Product

1. Open the Product List

   • Go to Masters → Product.

2. Search for the Product

   • Use filters by name, group, or code.

3. Click Edit

   • Click on the Edit icon in that row.

4. Update Information

   • Modify Product Name,, Unit, Description, or tax fields as allowed.

5. Save

   • Click Save / Update.

Delete a Product

1. Open the Product List

   • Go to Masters → Product.

2. Click Delete

   • Click the Delete icon on the row.

3. System Validation

   • If product is not used in any event:

     • Deletion is allowed (confirm when asked).

   • If product is already linked to any line items/events:

     • Deletion is restricted.

     • You will see an alert such as:
       “This product is associated with existing events and cannot be deleted.”