Documentation - X-SEEN ERP

Products

This page allows you to view, manage, and search for all products in your inventory. It provides essential information and tools to help you efficiently handle your product listings.

Search for products in 2 ways:

By entering the product barcode, SKU, or supplier code

Using advanced search function.

Add a condition by selecting the desired field.

then selecting the condition

as well as filter the products by their tags.

*Product Tag is a label assigned to a product to categorize or identify it based on specific attributes and characteristics*

To add new product tag, go to ” Setup > Product tags”

Advanced Controls:

Contains all the important features under the products page.

Products View

To view all products, click on “List”. When you click on “Bundle Products” or “Split Products”, the add button will change accordingly.

Create Products

Click on one button to proceed to the desired page.

1. Products Batch Creation:

In products batch creation you can create many new products all at once, this will save time when adding lots of products with similar details.

2. Manufactured Product:

in manufactured products you can define a product made from parts or materials and it is useful for managing items assembled from multiple components.

3. Merge Products:
In merge products you can combine two or more products into one listing. This helps keep your product list organized by grouping similar items together.

Batch Operations

Click on one button to proceed to the desired page.

1. Product Pricing:

In product pricing you can adjust the pricing for multiple products at once. It saves time by setting or updating prices across several products.

2. Barcode Generation:

Here you can generate barcodes for products. That will enable easy labeling and tracking of products within your inventory or warehouse.

3. Split/ Bundle Products requests:

Here you can manage requests to either split a product into smaller units or bundle products together as a single unit.

Data Imports

There are 3 ways to import information regarding the products.

This feature allows easy transfer of data from existing systems or formats, like Excel sheets, into our system. It simplifies the process of importing product details, category structures, and supplier information, ensuring smooth transition and accurate data management.

Click on one button to proceed to the desired page.

How to create a new product

Create new product:

Selecting the Parent Category:

You must select the Parent Categorythat you have entered in the products > Categories page.

You can add a new category on the same page by typing the category name and clicking on the “Add New” button.

Selecting the Sub-category:

Select the subcategory related to the chosen main category.

You can add a new subcategory on the same page by typing the subcategory name and clicking on the “Add New” button.

Product Name:

Enter the product name and product foreign name.

Product Type:

Choose the type of product is it Retail or Service.

Product Expiry:

If the product is expirable, you will have to enter the expiration date.

Selecting the Manufacturer:

Choose the manufacturer of the product. If you want to add a new manufacturer, type the name and select “Add a New Manufacturer.”

Selecting the Brand:

Choose the brand of the product. If you want to add a new brand, type the name and click on “Add New Brand.”

Selecting the Unit of Measurement Category:

All units of measurement added in the setup > Units of Measurement page.

Select the unit of measurement category you have previously added. For example, if the main category you selected is “Length,” all related subunits will appear. In this case, the unit “Centimeter” will appear in the unit field.

If you want to add another unit of measurement (such as Kilometer), just click on “Add Unit.”

Unit of measurement information will show in the product page ” Products units “:

Adding Barcode and retail price:

After selecting or adding a new unit, you can now add the barcode for the unit. Enter the retail price for the selected unit.

Add Product Reference:

After adding the unit of measurement, you will move to the step of determining whether to add a reference number for the item.

Once you choose to add a reference number, a dropdown list containing all suppliers added in the accounting system will appear. After selecting the supplier, you can enter the reference number for the item.

Adding Multiple Variants:

Adding variants helps in accurately tracking inventory, as you can know the quantities available for each type. It also facilitates sales analysis based on variants, helping you identify the best-selling and preferred types.

To add variants to the product:

Select the ” Choose Attributes” , then choose the variants you want from the dropdown list containing the variants previously entered in the Setup > Product Attributes page.

After selecting the variant, click on “Add Variant,” and a popup window will appear where you can add variant options, you can choose more than one attribute.

For example, when selecting the “Color” variant, all related color options will appear. Then, enter the barcode and retail price for the selected variant.

Note: Variants added will have specific barcodes. Therefore, the Unit of Measurement barcode field will be ignored as it will not be necessary after selecting “Multiple Variants.”

Product Detail Page

The Products Page provides an overview and management options for your products.

Category: The first section displayed is the product category, which can be modified as needed.
Tags, Manufacturer, and Brand: You can add new tags, manufacturers, or brands by simply typing the name and clicking “Add New.”
Product Type and UOM (Unit of Measurement): These fields are fixed and cannot be changed after being set.

Product Details:

Description Tab: This section is used for product descriptions that will appear on your e-commerce website.

Product Details Tab: Here, you’ll find detailed product information, including:
Product Name
Product Foreign Name
SKU
Remarks
Stock in Store and Stock in Company
Initial Cost and Average Cost: The Cost of the Product from the Supplier.

Product Image:

Click on the image to Add a new image.

Click on the Add button to add an image,
Browse and select an image or drag and drop an image in the box, and the system will upload the image.

Select Single or multiple images of the product.

Click upload to upload the images. or click clear to remove the images.

If the product has variants, a Variants Tab will appear

Each variant’s description will be displayed separately, ensuring that users can view the specific details of the chosen variant.

To add new variant, click on the button:

Product Unit Tab:

This contains all the product’s unit of measurement and their retail prices and barcodes.

Add a new product unit by clicking the add button.

Select the unit from the drop-down, if new units under the unit category need to be created, add the units in the unit of measurement page in the setup tab.

If the unit allows changing the packing amount, then the user can enter the desired packing amount.

Save the unit by clicking the save button.

Retail Price:

Each unit of measurement can have retail prices for each location based on the price group it belongs to.

click the add button

By viewing the Product units, the user can also verify which unit of measurement they are adding the retail price on.

If the policy on editing the retail price is allowed, then the user who has the adding price permission can edit the retail price.

Barcode:

Each unit of measurement can have a list of barcodes for each location.

If the user has permission to add barcodes, then the user can create a new Barcode.

To add Barcode,

Click the add button

When the barcode type is normal:

The user can enter a specific value for the barcode, description in the main language of the company, foreign description in the foreign language of the company, or leave them blank for the system to generate them.

and click save.

when the Barcode type is Scale:

Choose what the barcode should be printed with:

Enter a specific value for the barcode.

Enter the description in the main language of the company, and the foreign description in the foreign language of the company, or leave them blank for the system to generate them.

and click save.

If the product is expirable:

Enter Expiry date.

To print the barcode:

Supported Printers ( Zebra – All Models )
Supported Operating Systems ( Windows 7 / Windows 10 / Windows 11 – Macos )
Note: More supported printers & operating systems in the next release.
Note: You will need to download JS printer and install it
https://seenerp.com/documentation/js-printer-download/

Select a printer.

If the printer is not connected, then go to the locations report on the locations page in the setup tab, and connect the printer.

Enter the number of copies required to be printed and click on the print button.

Note: Barcodes are only visible/ enabled when the policy allows to show the barcodes in the product detail page

Suppliers Tab:

In the Suppliers Tab, you can add a new Product Reference by entering the necessary details.

Once added, you can click on the eye icon to view the supplier’s product history

allowing you to see past transactions and relevant product information.

Stock Tab:

This tab shows the quantity and average cost of the stock available at the different locations.

This tab keeps track of all the current stock information of the product in the various locations under the company, their Average cost, the received from, Date, and their history.

When there is a change in the Qty and cost of the stock of the product, this gets automatically updated.