You can review a list of all of the products or services that have been defined for a company from the Product List.
From this screen, you can review information about active and inactive products and services, and open the records of specific products and services for editing, deletion, or further review.
Note: You can also review similar information about items that have been identified as inventory items using the Inventory List, which also displays inventory-specific information such as quantities on hand and total inventory balance.
You can also create a generic Excel spreadsheet to use when importing information about products or services from this screen.
To review the Product List:
1. Select Products/Services from the Sales menu to open the Set Up Products screen.
2. Click the List button to open the Product List.
The Product List appears, displaying a table containing all of the active products and services defined for the company.
3. Use the Search Criteria drop-down list to specify whether to view Active or Inactive products.
By default, the table displays Active items.
4. Specify whether to filter the list by product Code or Description using the drop-down list in the Filter With field, and enter the product code or description to filter with in the field that appears.
If you do not filter the list, all active or inactive items appear in the table.
5. (Optional) Click any column heading to sort the table in ascending order by that column, and click again to sort in descending order.
The table displays the Product Code for each item, the Description entered for the item, the Default Quantity defined for the item and the Unit Price, whether the item is Taxable, the code of the revenue Account credited when the item is sold, and whether the item is tracked as an Inventory item, based on the entries made for the item in the Set Up Products screen.
6. Click Excel to export the information in the Product List to an Excel spreadsheet.
You are prompted to open or save an Excel file containing the information from the Product List.
Note: You can use this spreadsheet as a template into which to enter product information for importing from the Product List.
7. Click Add to create a new product or services record, or click the entry in the Product Code column to open the item for editing, deletion, or further review.
Note: You cannot edit the entries directly in the table.
You are returned to the Set Up Products screen.