Products Master

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Last Updated On
byVickey
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Purpose

The main purpose of this module is to enable the administrator to manage the products that the dealers can purchase from the customer portal. These products can be either white products, Lubricants, and Gasoline. Admin can set the availability of the Products in multiple companies and can also add any sub-product (if applicable).

Navigation Path

Path: Masters > Products

Listing Screen

View list of all the Products that were previously added by the Administrator. Admin will have an option to add, update, and activate/deactivate the products. Admin will be able to search the products using the filter option this is provided on the list.

Search Filter: Admin can search from the list using the text inputs provided below.

Search, refresh and export

Conditional Search/Filter

  • User will be able to search using below pop-up
  • User will be able to search conditionally i.e. the search must satisfy the conditions “Any” or “All” based on the selection
  • Multiple Field conditions can be added by clicking on “+” Button
  • Field conditions can be removed by clicking on “-” Button
  • Admin will have the option to select which field the input data needs to be compared and  searched upon
  • Criteria need to be set to compare with inputted data text input. List of Criteria are mentioned below:
  • Text area will be provided to enter the data for compare and search in the listing.

Activate and Deactivate Products

  • Admin will have the option to Activate and Deactivate Products from the list as well.
  • Admin need to select the products from the listing and can activate or de-activate the products

Export

  • Admin will have the option to export the daily sales in excel and PDF format.
  • Admin can either select the columns or all the columns based on the need.
  • Admin can either export the current page records or all the records.

Add New Products: To add Products, click on the below button

Add New Products/Edit Existing Products Form

  • User will be able to Add/Update the Products from this page
  • User needs to fill the product information to add/edit the products in the system.

Fields available in the Add/Edit Product Form

Product Information:

  • Product Type (Required field): Select the Product type from the drop-down list
  • Product Name (Required field): Enter the name of the Product in the text input.
  • Petroex Product Code (Required Field): Enter the Petroex Code of the product in the text input.
  • Product Short Name (Required Field): Enter the Short Name of the product in the text input.
  • Product Barcode (Required Field): Enter the Bar Code of the product in the text input. (bar code is printed on the product)
  • Default Unit (Required Fields): Select the Default unit of product from the dropdown list
  • Primitive Qty (Required Field): Enter the Primitive Quantity of the Product in the text input.
  • Pricing Applicable: Select the area for which the pricing is applicable for from the dropdown list.
  • Color (Required Field): Select the color of the product from the color pallet or enter the hex code manually.
  • Text Color (Required Field): Select the color of the text from the color pallet or enter the hex code manually.
  • Status (Required Field): Set the status of the Product – Active/Inactive using the dropdown list

Add Sub-Product: Sub-product is part of the product. Multiple sub-products create a single product. For example- 50 cans of lubricant create a Lubricant box. Admin needs to enter the information of the sub-products section provided

  • The suggestion box will appear when the admin tries to enter the sub product. Admin needs to select the product from the list all information such as “Product Type”, “Product Short Name”, and “Code” will be populated automatically.
  • Admin just need to enter the Product Quantity in the provided text input

Product Companies: Admin can add multiple companies where the products will be available. To add the company use need click on “Add New” Button and remove the company from the list user need to click on “🗑” Button

  • Company (Required): Select the company where the product is available from the dropdown list
  • Order Boundary Range: Select if the orders can be in custom boundaries or it will be default boundaries.
  • If the admin selects the custom boundaries, admin need to enter the Minimum Quantity or Maximum Quantity
  • Company Classification (Required): Enter the company classification. Upon entering the classifications, the admin will be provided with classification suggestions. Admin can add multiple suggestions. Admin can also add all the classification by clicking on “→” Button
  • Status (Required): Set the status of the product availability in the company as active/inactive.

FinAS Settings

  • Sales GL: Select the Sales General Ledger for the company from the dropdown list
  • Purchase GL: Select the Purchase General Ledger for the company from the dropdown list
  • Inventory GL: Select the Inventory General Ledger for the company from the dropdown list
  • Cost of Sales GL: Select the Cost of Sales General Ledger for the company from the dropdown list
  • Internal Consumption Expense GL: Select the Internal Consumption Expense General Ledger for the company from the dropdown list
  • WHT Group: Select the Withholding Tax group for the company from the dropdown list
  • Freight Voucher GL: Select the freight voucher GL from the drop down list.
  • Shortage GL: Select the shortage GL from the drop down list.

Note: the General Ledger(GL) relate setting will be fetched from FinAS system and will be populated in the dropdown list.

Before Submission, the admin will have the option to go to “Next” Page to add new Product, go to “listing” or “Stay” on the same Add Product page.

Admin can save the product by submitting the form or can discard the product.

On Submission, the product will be listed in the Product listing page.

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