In this guide, we show How to Manage Products in Accounts Payable in the Finance Module.
This Guide forms part of the ACCOUNTS PAYABLE USER GUIDE. Click to see Related Guides.
Access: The minimum permissions required to How to Manage Products in Accounts Receivable are found in the Finance Module section Config > Setup > Roles & Permissions.
For Product Groups:
And for Supplier’s Products:
Product Groups
To begin, go to Modules > Finance > Finance Home Page > Maintenance > Product Groups.
All current Product Groups are shown, both for Accounts Payable and Accounts Receivable.
Accounts Payable Product Groups are identified in the column on the right.
To view a current Product Group, highlight it and click View/Edit or double click on it.
To create a new Product Group, click New.
Enter the required information, making sure to select Accounts Payable, and then click Save.
Supplier’s Products
To begin, go to Modules > Finance > Finance Home Page > Accounts Payable > Supplier’s Products.
To View or Edit a current product, highlight the product and click View/Edit or double click on it.
The Product is shown.
To Add a New Product, click Add.
Select the Product Group from the dropdown.
Select the Supplier from the dropdown.
Complete the rest of the information and click Save. Asterisked fields are mandatory.
To Delete one or more Products, highlight the Products and then click Delete.
To Purchase a Product, click Purchase. This opens up a Purchase Order.
Note: If a line is selected in the Products page, then the Supplier is auto filled in the Purchase Order but the Product is not.
How to Upload a Supplier’s Catalogue
To upload a Supplier’s Catalogue, see: How to Add a Supplier Catalogue.