This guide provides instructions on how to edit product basic data, pricing information, procurement information, inventory information, and accounting information. The guide also covers adding attachments and managing product sales and order information.
CONTENTS
Product card
You can access product information and the product card by selecting Products > Product listing and clicking the Edit button next to the product name.
Basic data
In basic data you define the product identifiers, descriptions, attachments, and settings related to sales and classification.
- Product code and name: It is recommended to always use a unique product code for products, as it makes tasks like price list updates easier. The name field should contain the product name.
- Primary EAN code: An EAN code can be entered for the product. The EAN code can be sent with the e-invoice message (Ean code field), but the format must be EAN13 (the code is 13 characters long). If order processing is used in the company, the barcode can be printed on the dispatch note.
- Secondary EAN code: A possible second EAN code can be entered for the product. By default, the primary EAN code of the product is sent with the e-invoice, but if it is not in EAN13 format and the secondary EAN code is, then this secondary EAN code is sent with the e-invoice message. If neither EAN code is in EAN13 format, the EAN information will not be included in the e-invoice message.
- Description: A desired description can be entered for the product. This is internal information for the product. It is printed on the Pro forma (export) printout from the order print options and on the sales invoice PDF printout with the print format "Invoice (export)".
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Attachments: A .pdf attachment can be added to the product from the "Manage attachments" link. When adding the attachment, you can choose whether to attach it to the invoice, order, or offer (order and offer require the use of the order processing section).
Add an attachment as follows:
- Select "Manage attachments".
- Click "Browse" and select the desired file from your computer.
- Select whether the attachment is linked to the invoice, order, or offer.
- Finally, click the "Save" button.
More rows can be added for multiple attachments using the green plus sign. The attachment can be set to be used on sales printouts by clicking the checkboxes next to the desired printout. Finally, click the "Save" button, and the settings will take effect. The attachment will be included in the sales printout according to the settings during the printout phase.
- Sales: If this is not selected, the product cannot be selected for an invoice, offer, or order. The product is visible by default in reports.
- Product group: The product can be selected to belong to a specific product group. On the product listing and search page, products can be grouped by product group. A new product group can be created from the "manage product groups" link.
- Unit: Here you can select the desired unit for the product. A new unit can be created from the "manage units" link.
- VAT rate: The product's tax percentage can be selected. This tax percentage is applied to the product's vat rate on sales invoices and sales orders.
Pricing information
In pricing information you define the product selling price, commission, price groups, and purchase price.
- Basic price: The product's selling price is net, meaning the VAT amount is added to this value. If the gross option is also checked, the price is gross, meaning the price includes VAT.
- Commission rate: If a commission percentage is entered for the product, selling the product will accumulate commission for the seller selected on the invoice. A report on commissions for the desired period can be obtained from the sales reports (Sales > Reports) by selecting the report format as Salesperson report. This requires rights to see commission in sales and purchase ledgers. If commission is given in salesperson information, it overrides the product commission on the invoice. To give commission to a product, you must have edit rights to the commission section in sales and purchase ledgers. If "Commission is not visible" is selected there, an * is shown in the commission field.
- Price groups: In addition to the default purchase price and base price, the product can also have multiple price coefficients in different price groups, where the final selling price is calculated using the customer's price group coefficient from the base price. The desired final price can also be given in the view. These calculated prices and corresponding sales margin percentages are visible on the product card in pricing information by price group. Price group coefficients are always defined on a product basis. A new price information can be defined from the "Select product price group" link.
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From the Price group management link you can add a new price group. Existing groups can be selected from the dropdown menu. The desired price coefficient or final price can be given in the change section. For example:
- A price coefficient of 1.2 adds 20% to the product's selling price.
- A price coefficient of 0.8 reduces the product's price by 20%.
- Purchase price: The price at which the product is acquired by the company, for example, from an importer. This affects, among other things, the inventory value if inventory management is used in the company. Adding/editing the purchase price requires edit rights to the purchase price in sales and purchase ledgers. If the option is "purchase price not visible", then an * is shown in the purchase price field. .
Procurement information
In procurement information you define supplier-specific procurement data that is used in the processing of purchase invoices and inventory transactions.
By entering supplier-specific procurement information for the product, ready inventory transaction proposals can be formed from the lines of purchase invoices received as e-invoices. The purchase price setting contained in the supplier-specific procurement information is used by default on purchase orders, purchase invoices, or manually recorded procurement-type inventory transactions when any of the aforementioned use cases are targeted to the supplier in the same procurement information.
In practice, you can define the price at which the product is procured from the desired supplier using a purchase order. You can also define the product code and name for the procured product if it differs from the information in Netvisor. For example, the importer may have the product under a different name and code than the company in Netvisor. Entering procurement information requires edit rights to the purchase price in sales and purchase ledgers.
It is possible to set a default currency on the supplier card, in which case the purchase price in the procurement information is stored in this default currency. This is done in the purchase order language field in supplier information. When the default currency is set, this currency setting is always used without exception when defining supplier-specific purchase prices on the product card.
Inventory information
If the company has inventory management included in the Premium package, inventory information and quantities are also visible on the product card. Inventory information is used to define whether the product is an inventory product and which default inventory is used when inventory transactions are formed from the sales invoice.
- Country of origin: The product's country of origin can be selected. The selection affects EDI message transmission, not elsewhere.
Weight and packaging information
Weight and packaging size information can be given for the product. Volume becomes visible when weight and packaging size are given. The information is visible on the order dispatch note but not on the invoice formed from the dispatch note. On the order, weight is shown in kilograms and volume in cubic meters, regardless of the product's weight unit.
Accounting information
The accounting information on the product is used to automatically form accounting vouchers from sales invoices. The country code of the invoiced customer determines which account is used for the product at any given time.
Cost objects
If cost objects are used in the company on the accounting side in cost object management, the cost object title can be defined in the product information. This allows the selection of cost objects under the specific title for the product. The selected cost object will appear on the voucher when an invoice is made from the product and it is sent or printed. The product can have only one cost object under the cost object title, but if the company has multiple cost object titles, a suitable cost object can be selected from each.
After the desired changes or additions to the product card, select "Update". This will save the information to the product card.
Frequently asked questions
How do I edit a product card?
You can open the product card by selecting Products > Product listing and clicking the Edit button next to the product name.
Why should I give the product a unique product code?
A unique product code makes tasks such as price list updates and identifying products in different functions easier.
How is the EAN code transferred to the e-invoice?
The primary EAN code is sent in the e-invoice message if it is in EAN13 format. If the primary code is not in EAN13 format and the secondary code is, the secondary EAN code is sent in the e-invoice message. If neither is in EAN13 format, the EAN information is not transmitted.
Why can’t I see the purchase price or commission on the product card?
If in the sales and purchase ledger rights it is selected that the purchase price or commission is not visible, an * is shown in the corresponding field. Editing the purchase price and commission requires separately granted edit rights.
How do I create customer-specific prices?
Define a price group coefficient or final price for the product in the product card pricing information and save. Then add the same price group to the customer’s additional information. This way the customer will get a customer-specific price according to the price group.
How do I attach a product attachment to sales printouts?
Add a .pdf attachment to the product from the "Manage attachments" link, select the printouts where the attachment is used (invoice, order, offer), and save. The attachment is included in the sales printout at the printing stage according to the selected settings.
How do the product’s accounting information affect sales invoices?
The accounting information defined on the product card is used automatically when forming accounting vouchers from sales invoices. The country code of the invoiced customer determines which account is used for the product.
How do I get inventory transaction proposals from purchase invoice lines?
Enter supplier-specific procurement information for the product. When a purchase invoice is received as an e-invoice and targeted to the same supplier, the system forms ready inventory transaction proposals from the lines based on the procurement information.
Keywords: product card, product code, EAN code, price groups
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