How to Add a Supplier, Company, Line, and Products in the Product Screen

Step 1: Add a New Supplier

1. Navigate to the Main Product Window: Inventory > Products

   • On the pull-down menu at the bottom of the screen select Supplier.
   • Ensure Business is selected at the top of the screen.

2. Add the Supplier

   • Press the New button at the bottom of the screen.
   • Enter the supplier's name.

3. Optional: Add Contact Details

   • Select the Details button at the bottom center of the screen.
   • Fill in the contact details (e.g., email, account number, shipping reference) on the left and right columns.

4. Usage of Contact Details

   • These details will populate order forms for printing or emailing directly from the system.

Step 2: Add a New Company

1. Navigate to Company and Line

   • Use the pull-down menu at the bottom of the screen to select Company/Line.
   • Ensure Business is selected at the top of the screen.

2. Add the Company

   • Press the New button at the bottom of the screen.
   • Enter the company's name (e.g., Redken).
   • Assign the supplier (e.g., Cosmoprof).

3. Optional: Add Additional Details

   • Select the company, press the Details button, and fill in the blanks as needed.

Step 3: Add a New Line

1. Select the Company

   • Highlight the company (e.g., Redken) you want to add a line for.

2. Add the Line

   • Press the New button at the bottom of the screen.
   • Enter the line's name (e.g., "Color").

Step 4: Add Products to a Line

1. Select the Line

   • Highlight the line you wish to add products to (e.g., "Color").

2. Add Specific Products

   • Press the New button at the bottom of the screen.
   • Enter product details such as:
     • Name (e.g., "1.0")
     • Buy price (mandatory for professional-use products)
     • Stock levels:
       • Current: Current stock quantity.
       • Maximum: Desired maximum stock.
       • Minimum: Safety stock level.
       • Warning: Level at which the system prompts you to reorder at the point of sale.

3. Optional: Barcode Scanning

   • Use a barcode scanner to input product codes in the Primary Barcode cell.

4. Separate Retail and Professional Items

   • Right-click column headers at the top of the screen, go to Properties, and enable Retail.
   • Mark items as Professional Use Only to restrict them from customer purchases.

Tips for Product Variations

• Include product size to differentiate variations (e.g., travel size, regular, liter).
• Add additional products or lines by repeating the above steps.
• For product name search press F3, for barcode search press F5.