Product Configuration

This section will explain the different fields in configuring a product.

Products can be either a component or a package.

Component - Does not have a Bill of Materials (BOM)

Package - Can include components which will have BOM

Supply Set - A package that is one stockable unit e.g Bulb. Will not explode to BOM in Pulse, except for when doing repossession.

Category - Please select a category for the current product. This will be created by the accounting team. The usual category is HPA Appliance and HPA Energy Service.

Check the boxes if the product applies to the following:

Can be Sold: if the product can be selected in a sales order line

Can be Purchased: if the product can be selected in a purchase order line.

Can be Expensed: if the product can be selected in a HR expensed order line.

Can be Stock Moved: if the product can be selected in a stock move tool.

Can be Spare Parts: if the product can be selected in a stock move tool as disposal.

 You now need to through the different tabs filling out the fields. Blue highlighted fields MUST be filled out.

Information Tab

Supply Set - A package that is one stockable unit e.g. Light bulb set. Will not explode to BOM in Pulse, except for when doing a repossession.

Product Type: Can be a consumable or stockable product.

Consumable will not imply stock management for this product e.g. services, welcome packs

Stockable will imply stock management for product e.g. torch, TV, CU.

Service is intended for accounting purpose

Category Type: Control Unit needs to select as control unit for all other products this will be general product.

Family: Should be filled for reporting purposes Options are Raw Material or Commercial Set.

Sub-Family: Raw material or Commercial Set components to be selected. Raw Material would be products and commercial set would be a package.

Public Sale Price: Must be the total price of the product. Must be equal to down payment + contract length x installment.

Internal Reference: will be provided by Supply Chain-the internal reference need to be same in China.

EAN13 Barcode: Please enter the article number/ serial number to be used for product identification (optional)

Company: Please select the company the product will be available in. NB if you wish for the product to be available in multiple entities the product needs to be duplicated for each company.

Active: If unchecked it will allow you to hide the product without removing it.

Underneath this screenshot there is a text box that allows you to add a description of the product.

Procurement tab

Procurement Method:

Make to stock: when needed the product is taken from the stock or we wait for replenishment. Used for components.

Make to Order: when needed, the product is purchased or produced. Used for packages.

Supply Method: Options are Manufacture or Buy

Manufacture: when procuring the product, a manufacturing order or a task will be generated, dependent on the product type. Used for packages.

Buy: When procuring the product, the product is purchased or produced. Used for components.

Cost Price: Changes depending on the latest purchase order - used for standard stock valuation in accounting- a price must be entered. 

Manufacturing Lead Time: Average delay in days to produce this product. Use the default to be 1.

Inventory

Accounting  

Upgrades

Only fill the Upgrades tab, if the product can be used for an upgrade.

PAYG

Only fill the tab out if the product can be used by PAYG customers.