How do I set up my Products?
cieTrade.net supports an easy way to define your base products without having to add attributes and specifications until you stage your transaction. This reduces the number of Products you have to manually set up and minimizes the clutter within the system.
PLEASE NOTE: You will need to set up your Sales Accounts and Purchase Accounts prior to setting up your product list. This can be done by going to Settings > Account Mappings. If you need to further define your products by Categories and Groups for reporting purposes, you will need to establish those settings first by going to Settings > Common Information > Product Categories / Product Groups.
Start by clicking on the New Product button at the top right corner of the Products tab screen.
Enter the Grade/Product Name that you want to internally use to reference this Product.
Select the Unit of Measure Type for the Product - either Weight based, or per Each.
Select Serial or Bulk Inventory as the Inventory Model.
(Optional) Enter warehouse attributes to show whether this is an input or output only item.
(Optional) If you are utilizing the portal, you will want to assign the product a Report Product Type so it can populate the environmental impact portion of the portal.
A Sales Account and Purchase Account MUST be selected from the appropriate drop downs.
PLEASE NOTE: These accounts need to be set up under Settings > Account Mappings before you can use the drop down list for your Products.
A Product Category and Product Group are optional. For more about the difference and use of these fields, click here.
If you use ISRI Commodity Descriptions, you can enter it in the text field.
The API Product-Reference and SKU/Product Code are reference fields that can be used to capture product specific codes.
Lastly, the custom fields tab is where you will find any user defined fields that are enabled for your products. The user defined fields must still be set up within the user defined fields section of your settings, but can be modified within the custom fields tab of the product page.
This tab can also be used to allocate this product as a waste grade. Rather than using the 'do not track' inventory type, a waste grade is used specifically on the converting job to allocate any waste materials to.
To finish, click Save and your new Product will be added to your product list.
To delete a Product, place your mouse over the line you wish to delete and click the trash can icon that appears to the right of the line.
PLEASE NOTE: Products can only be deleted from this list if they have not yet been used on Orders or Worksheets.
If you have additional questions, please contact the Support Team via email to support@cietrade.net.