Setup
You will need the following permission in your security group:
Can view product list and detail page.
Can add product.
Can change product.
Use the bulk-importer.
Click here to learn about security groups and permissions.
How to create a product and set pricing
1. Navigate to Billing > Product Catalogue, then click Create Product.
1. Navigate to Billing > Product Catalogue, then click Create Product.
2. Complete Name, Type, Description, Supplier, Cost Price, and Estimated Time fields, then click Save and add pricing.
2. Complete Name, Type, Description, Supplier, Cost Price, and Estimated Time fields, then click Save and add pricing.
Name.
Type: Material, Expense, Equipment; tracked by profitability reporting.
Description: Displayed on defect quotes, invoices, and purchase orders. If blank the product name is used.
Supplier: Connects the product to an existing supplier.
Cost Price: what the products costs your business to purchase; used in purchase orders and profitability.
Estimated Time: Specifies the estimated labor time required for a product. The total estimated time for all products defines the estimated duration of the task generated from the quote.
3. Provide Unit Price and click Save Product.
3. Provide Unit Price and click Save Product.
Available fields on a product
Required (Name, Type, Cost Price, Unit of Measure, Estimated Time)
Required (Name, Type, Cost Price, Unit of Measure, Estimated Time)
Name: internal unless description is not provided.
Type: Material, Expense, Equipment; tracked by profitability reporting.
Cost Price: what the products costs your business to purchase; used in purchase orders and profitability.
Unit of Measure: Defines how the product is measured (e.g., Each, Length, Weight).
Estimated Time: Specifies the estimated labor time required for a product. The total estimated time for all products defines the estimated duration of the task generated from the quote.
Recommended (Description, Supplier)
Recommended (Description, Supplier)
Description: Displayed on defect quotes, invoices, and purchase orders. If blank the product name is used.
Supplier: Connects the product to an existing supplier.
Optional (Internal Note, Starred, Internal Reference, Category, Subcategory, Supplier Ref (SKU), Income Account Code, Expense Account Code, Unit Description)
Optional (Internal Note, Starred, Internal Reference, Category, Subcategory, Supplier Ref (SKU), Income Account Code, Expense Account Code, Unit Description)
Internal Note: Used for internal communication or reference.
Starred: when a product is starred, it will be displayed at the top of product catalogue list.
Internal Reference: A customizable code for internal product identification.
Category: Text field where you can type in a category for filtering purposes.
Subcategory: Text field where you can type in a subcategory for filtering purposes.
Supplier Ref (SKU): The Stock Keeping Unit or supplier product code.
Income Account Code: Used on invoices. If blank, defaults to income account code set up on accounting integration.
Expense Account Code: Used on purchase orders. If blank, defaults to expense account code set up on accounting integration.
Unit Description: Used when the product is added directly to an invoice. If blank, the description is applied.
Video
Create a price book to set different prices for a single product.
Connect products to remarks to streamline defect quoting: when a remark is applied, the system suggests relevant products and, if ‘Requires replacement’ is selected, assigns default replacement products.
How to update the product
1. Navigate to Billing > Product Catalogue, search for the Product and click View.
1. Navigate to Billing > Product Catalogue, search for the Product and click View.
2. Click Update.
2. Click Update.
3. Modify any fields, including Unit Price, then click Save Product.
3. Modify any fields, including Unit Price, then click Save Product.
How to create products via Uptick CSV Importer
1. Download and open the Products - Simplified Data Import Template.csv.
2. Complete the spreadsheet, adding or removing optional columns as needed. Save it as a Comma-separated values (CSV) file, the only format supported by the Importer.
Name field is required.
Field name: | Name | Type | Description | Supplier | Cost Price | Estimated Time | Default Sell Price |
Field description: | This is the name of the product for internal reference. (Must be unique) | Materials = M Labour = R Equipment = E Subcontracted = S Expense = X
| Description of item, client facing. Note that this can be edited if needed on quotes. | What supplier do you purchase this item from? (Must match your supplier in Uptick exactly) | What is the Cost price of this product, excluding GST? | What is the estimated labour time included in this product, in min? | How much do you sell this product for generally?
|
Field example: | 38mm Hose Reel | M | Supply and install of 38mm Hose Reel | PowerDirect | 70 | 95 | 100 |
3. Follow the instructions on How to create new data via Uptick CSV Data Importer
Recommended steps
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