Products are used in a couple places across Uptick, including invoicing, defect quotes, tasks, purchase orders and even service quotes. Having them setup to do the correct job in each of these sections is ideal, as it'll increase productivity.
Setting up a product
Products are easy to setup, here's how:
Navigate to Billing > Product Catalogue
Click on Create Product
Fill in the fields that appear (Take a look at our table below for what each field refers to)
Click Save Product when you're finished
General product details
Will display as Create product when creating a new product, otherwise displays the product name.
Name | This is internal unless the other fields are not filled in, in which case it will default to this. |
Type | Material, Expense, Equipment. These are tracked by profitability reporting. |
Description | Will be displayed on defect quotes to the customer, this can include scope of works to save time re-writing it later. Ad-hoc invoices and billing contract line items will also use this description. |
Internal note* | Any internal notes regarding the product can be recorded here. Will display as Code when viewing the product. |
Starred** | When ticked, the product will appear at the top of product listings when selecting for quoting and purchase orders. |
Internal reference** | Your internal reference code for the product if applicable. |
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. |
*Click Set internal note to view
**Click Set categorisation details to view
Supplier
Supplier | Select a supplier of this product from your list of suppliers. |
Supplier ref (SKU) | The Stock Keeping Unit or supplier product code. Will display as SKU when viewing the product. |
Cost price | What the products costs your business to purchase. This will be used in purchase orders and will factor in your profitability reports. |
Unit of Measure | Unit of measure per the cost (Each, Length, or Weight) |
Quoting
Estimated time | Is used in defect quoting, where the total estimated times on all products will amount to the estimated duration of the task raised from the quote. |
Billing
Income Account code | This correlates to your account partner, and chart of accounts, and is associated with invoicing. |
Expense Account code | This correlates to your account partner, and chart of accounts, and is associated with purchase orders. |
Unit Description | Appears on the invoices raised from tasks, can be helpful to put this in past tense, eg. 'Completed Fire Extinguisher Repair'. |
Tracking category | Only applicable to accounting partner integrations that support tracking categories (Quickbooks, Xero) |
Pricing
Only visible when either:
Viewing the product and clicking Update OR
Click Save and add pricing during product creation
Fill this in to have seamless defect quoting and invoicing. You can set multiple prices for the same product across different pricing tiers covered (click here to learn more). When set up it allows for multiple prices for different clients/properties. Once you set the tier to the client/property, every product used on their quotes/tasks will automatically be the correct price. In the absence of any other pricing tier, the Unit Price from the Default pricing tier will be used.
Connecting a product to remarks
Suggested products
Allowing you to connect a product to a remark. For example, if you fail an extinguisher for a missing location sign, it'll suggest a extinguisher location sign to speed up the defect quoting process.
Replacement product
When "requires replacement" is ticked on the remark, the system knows when that remark is used, the unit needs to be replaced. You can connect replacement products to the variants, which simplifies defect quoting.