Products

The Products menu in Data+ keeps track of your products, i.e. the product numbers used in Invoice+ and Quotation+ and more.

The Products menu provides access to the product catalogue, product categories, the number series setup (for assigning sequential product numbers), custom field setup, discount groups (for specifying profit and discount for each product or product category), filters and unit setup (units are things like meters, boxes, crates, pallet, kgs, hours, days).

Products are organized in categories, where a categories can have sub-categories, allowing for the products to be organized in a tree structure.

A product has basic information like product name, product number, prices, possible image and URL.

Product and categories may have a “VAT group” that determines the VAT rate to use. If a product doesn’t have a VAT group it will instead be taken from the category, and failing that the default VAT group will be used.

A “discount group” holds a number of products and specifies the profit and discount for each. This is typically used to setup discount for certain customers f.ex. “gold” customers. A discount group may also hold a number of product categories and specify the profit and discount for each. You can assign the discount group to individual companies.

Get started

You will probably want to create a product category and possibly some units and setup a number series. Also give some thought to how you want to organize the product categories.

Workflows

Create a new product category

Product categories are accessed in the menu Data+ > Product > Category. Click on the New+ button.

A category consists of a title, and possible parent category, and a possible VAT group.

Create a new product

Go to the product search page and click on the New+ button.

Notice that products are cross saved (ie. copied) from the old System module to the new Data+ module, however only name, product number and price and cost price are copied, but you can use the import filters in the old System module to do bulk import.

Applying a discount to a product

When Microbizz calculates a discount in eg. Quotation+ it uses the setup in Data+ and CRM+ to determine the discount. Microbizz will look for a discount by check the following rules in order:

1. Look for a discount for the specific company and product number

2. Look for a discount for the specific company and the category of the product

3. Look for a discount for the company’s discount group and the product number

4. Look for a discount for the company’s discount grop and the category of the product

Managing discount groups

Discounts are managed through “discount groups” in the menu Data+ > Product > Discount groups. Create a new discount group by clicking on the New+ button and fill in the title and save.

To open the window for editing the details you click on the name of a group in the list of discount groups. The window shows the products, categories and companies associated with the discount group. When you add a product to the group you are asked to specified the profit and discount; similarly when you add a product category.

Applying a customized discount to a company

Go to the company details page in CRM+ and select the Profit and discount and VAT groups box. The VAT groups part is not relevant in this case.

This will list the discounts inherited from the company’s discount group, but you may override these by creating company-specific discounts for specific products and product categories. Discounts that are inherited from the discount group will display a small “link” icon: you can click on that to create a company specific discount, in effect unlinking the product’s discount from the discount group.

This is used in rules 1 and 2.

Applying a discount group to a company

When editing a discount group you may also specify which companies use the discount group. You may also edit the company in CRM+ and select the discount group there.

This is used in rules 3 and 4.

Example

You have a discount group named “Gold” that applies 10% discount to all products in the category “Fees” and 15% to the specific product “Service fee”. The company “Best Company Ever” is in the discount group “Gold”, so they will get 15% discount on the product “Service fee” (see rule 3) but only 10% on the product “Adminstration fee” which is also in the category “Fees” but doesn’t have a specific discount (see rule 4).

The company negotiates an additional discount, so you go to CRM+ and setup that the category “Fees” should have 20% discount for the company. Now the company will get 20% on all products from the “Fees” category (see rule 2), including the product “Service fee”.