The Products form consists of a main top panel and several tabs. See Creating a Products Record for information on creating a new product in Aptify.
Top Panel
Name (Required)
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Selecting the Taxable option instructs the Aptify Order Entry system to add an appropriate tax to the product on the order line when it is purchased. See Managing the Sales Tax chapter in the Aptify 5.5 Accounting and Financial Systems Integration Guide for Infrastructure for information.
Deferred Income (Required)
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Discuss this selection with your accounting department before specifying that a product should use Cash Basis accounting. If using Cash Basis accounting, be sure to add an unearned revenue account to the product's GL Account tab. See the Aptify 5.5 Managing Accounting and Financial Systems Integration Guide for for more information on Aptify's accounting functionality.
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The Assembly tab lists all the Parts records used to create this product when ordered. Products in the Parts records make up the kit/assembled product. See About the Parts Form from Products.
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Kit Type (Required)
The Use Assembly Inventory option indicates to the inventory system that the current product is either a kit or group of other products. See Creating Kit Products and Product Groupings for details.
Kit Type (Required)
This field is only available when Use Assembly Inventory is selected and lets a user select the kit type for the product. The drop-down list This field lets a user select the kit type for the product. The drop-down list displays the set of records from the Product Kit Types service (see see About the Product Kit Types Form). The standard options include:
- Standard Product: This This option corresponds to a standard product that is not a kit or group of other products. The Kit Type is set to Standard Product when Use Assembly Inventory is not selected When this option is selected, the Assemble using Inventory from Sub-Products option is disabled and not checked.
- Kit Product: When When selected, the system identifies the product as a kit comprised of the products specified in the sub-product list. When the Assemble using Inventory from Sub-Products option is checked, the kit is identified as a dynamic component kit. This decreases the inventory for the sub-products in the kit as kits are purchased. When the Assemble using Inventory from Sub-Products option is unchecked (the default value), the kit is identified as a prefabricated assembly and the inventory of each assembly sub-product list.Product Grouping: When selected, the system identifies the product as a grouping of the products specified in the assembly sub-product list/component part will not be affected.
- Product Grouping: When selected, the system identifies the product as a grouping of the products specified in the sub-product list. When this option is selected, the Assemble using Inventory from Sub-Products option is disabled and checked.
Assemble using Inventory from Sub-Products (Required)
This option indicates to the inventory system that the current product is either a kit or group of other products. See Creating Kit Products and Product Groupings for details.
Attachments Tab
The Attachments tab lists any files relevant to the Products record.
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When selected, this field indicates that the product should be included when calculating an order's shipping charges and costs. See the "Shipping and Product Configuration" section of the Shipping Charges chapter of the Aptify 5.5 Accounting and Financial Systems Integration Guide for Configuring Shipping Options for a Product for more information.
Drop Ship (Required)
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