Create a New Product

Creating a product in Acctivate establishes the item record used across purchasing, sales, inventory, and reporting.

The Edit Product window can be accessed in the following ways:

• From the Product List, click + New Product in the bottom left corner.
• From the top menu, go to Inventory > Edit Product, then click New or press CTRL+N.
• From the icon bar, click the Product button, then select New or press CTRL+N.

To create multiple products at once, check out the import products page.

Enter Required Product Fields

Depending on your Configuration Management settings, some fields may auto-populate when creating a product.

1. Product ID
   Enter a unique identifier for the item. This field can be updated after transactions have been posted, if needed.
2. Description
   Enter the full product name. This appears on forms, reports, and in product searches.
3. Item Type
   Select the appropriate type:
   • Inventoried: Tracks quantity on hand with full cost method options.
   • Non-inventoried: Does not track quantity (e.g., office supplies, kits, assortments). Only Standard and None cost methods are available.
   • Other Charge: Used to invoice fees.
   • Labor: Represents employee time in manufacturing or service processes. Set the Standard cost per warehouse to assign an internal cost.
   • Shipping: Used for default shipping charges and to separate freight in reports.
   • Drop Ship Only: Always shipped directly from the vendor to the customer.
   • Special Order Only: Purchased only when on a sales order; not stocked.
4. Product Type
   Select from the list defined in Configuration Management. Used for filtering in the product lookup window.
5. Product Class
   The primary method of categorizing products. Product Class drives sales invoice detail sync, reporting groups, and is typically linked to sales and cost of goods sold accounts.
6. Control Type
   Determines if lot or serial numbers are required. Standard means no lot or serial tracking.
7. Cost Method
   Defines how cost of goods sold is calculated for inventoried items..
8. Stocking Unit
   The unit used to count the product. Also used when the product is a component in assemblies or added to a transfer.
9. Warehouse
   Click Add Warehouse to assign the product to one or more warehouses. Repeat as needed.
10. Save
    Review and complete any additional fields as needed, then click Save.

Additional Fields to Consider

While not required, the following fields are commonly used and worth reviewing when setting up a product:

• Available on Web
  Enables quantity availability to sync to your webstore.
• Keywords
  Improves product lookup results in global search.
• Tax Code
  Marks the product as taxable. Customer tax status overrides this setting. Use Not for Resale to charge tax to otherwise non-taxable customers.
• Bill of Materials
  Choose whether the product requires a component list for kits, assemblies, or assortments.
• Management Tab
  Set Min Stock Qty, Max Stock Qty, and Last Cost for each warehouse. Appears to the right of added warehouses.
• Prices
  Assign a List Price, typically the highest price or a markup over cost you would charge your customers.
• Vendors
  Add suppliers for this product. Each vendor can have its own Vendor Product ID, price, and lead time. Check the Pref box to designate a preferred vendor.
• Alt IDs
  Assign alternate identifiers such as UPC codes, webstore-specific IDs, or other aliases. Any Alt ID or UPC marked as Primary will display on the main product window.