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Introduction / 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).

Products List

There are two ways to open the list of products, as mentioned and shown below.

1. Click on the “Products” under the “Masters” menu as shown below.

2. Click on the “Products” from the site map under the “Masters” module as shown below.

Add Product

Step 1: To open the products list screen, follow the steps mentioned in the section “Products List”.

To add a product, follow the below steps.

Step 2: Click on the “Add Product” button as shown below.

Step 3: Enter the following details in the “Add Product Form”, as mentioned and shown below.

1. Product Type (Required field): Select the Product type from the drop-down list
2. Product Name (Required field): Enter the name of the Product in the text input.
3. Petroex Product Code (Required Field): Enter the Petroex Code of the product in the text input.
4. Product Short Name (Required Field): Enter the Short Name of the product in the text input.
5. Product Barcode (Required Field): Enter the Bar Code of the product in the text input. (bar code is printed on the product)
6. Default Unit (Required Fields): Select the Default unit of product from the dropdown list
7. Primitive Qty (Required Field): Enter the Primitive Quantity of the Product in the text input.
8. Pricing Applicable: Select the area for which the pricing is applicable for from the dropdown list.
9. Color (Required Field): Select the color of the product from the color pallet or enter the hex code manually.
10. Text Color (Required Field): Select the color of the text from the color pallet or enter the hex code manually.
11. Status (Required Field): Set the status of the Product – Active/Inactive using the dropdown list
12. 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
13. 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.
14. Admin just need to enter the Product Quantity in the provided text input
15. 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
16. Company (Required): Select the company where the product is available from the dropdown list
17. Order Boundary Range: Select if the orders can be in custom boundaries or it will be default boundaries.
18. If the admin selects the custom boundaries, admin need to enter the Minimum Quantity or Maximum Quantity
19. 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
20. Status (Required): Set the status of the product availability in the company as active/inactive.

FinAS Settings

1. Sales GL: Select the Sales General Ledger for the company from the dropdown list
2. Purchase GL: Select the Purchase General Ledger for the company from the dropdown list
3. Inventory GL: Select the Inventory General Ledger for the company from the dropdown list
4. Cost of Sales GL: Select the Cost of Sales General Ledger for the company from the dropdown list
5. Internal Consumption Expense GL: Select the Internal Consumption Expense General Ledger for the company from the dropdown list
6. WHT Group: Select the Withholding Tax group for the company from the dropdown list
7. Freight Voucher GL: Select the freight voucher GL from the drop down list.
8. 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.

Step 4: Click the “Save” button to save the product.

Product Details 

To view details of a product, follow the below steps.

Step 1: To open the products list screen, follow the steps mentioned in the section “Products List”.

Step 2: Click on the “Product Name” button as shown below.

Update A Product

To update details of a product, follow the below steps.

Step 1: To open the product details screen, follow the steps mentioned in the section “Product Details”.

Step 2: Click on the “Edit” button, as shown below.

Step 2: Change product details as required. Click on the “Update” button to save the update