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: : Creating a Purchased Product
A purchased product is a purchased service (training, support, etc) or hardware.
Note: The creation of purchased products are usually performed during data migration. However, you may need to create other purchased products.
Entering general information about the product
- Go to Management > Purchases > Products purchased >
. The General tab is displayed.
- Under the Principal section, drag and drop the product logo onto the Logo zone to add it and fill in the following fields:
- Entity: company's entity.
- Grouping: code defining a group of purchased products. Useful for quick entry.
- Reference
- Product name.
- Product family and sub-family.
- Revenue recognition: indicates if the purchased product is part of the revenue.
- End of validity: date when the product will no more be available for purchases.
- Add a comment about the product.
- Under the FA account section, fill in the following fields:
- Product: account for parts linked to suppliers in France, EU or outside the EU.
- Group: account for purchases linked to suppliers from a subsidiary in France, EU or outside the EU.
- Subscription: account for the purchases within and out of France.
- Internal: account for the purchases within and out of France.
- To be established: account for the creation of an invoice to establish.
- VAT code proposed by default on an object line in the Purchases module.
- Fill in the following fields:
- Supplier: product supplier code
- Product code: code in the catalog
- Réf. catalog: code in the catalog
- Last purchase price of the product. The last price tu buy the product (displayed on the invoices) is saved if the setup is enabled.
- Product public price.
- Fill in the following fields:
- Product type: indicates if the products comes from a serial production. Displayed in inventory management.
- Classification: classification of the product into 'type of problems' if it is also a stored product. Displayed in inventory management.
- Product brand.
- Under the Inventory and packaging section, fill in the following fields:
- Type: product type. Allows you to indicate if several products of the same type can be provided (serial item). This information is visible in the inventory management module.
- Replenishment time: in days.
- Unit: quantity
- Threshold: minimum inventory. Time limit when replenishment must be performed. This information is retrieved in the Inventory state warning printing edition.
- Save.
Adding the purchased product price
- Click on the Prices tab then on
in the right of the screen.
- Enter a code, a name and a key.
- Enter the purchased products quantity interval for the specific price in the Quantity and Price fields and save.
Modifying the Product
- From the purchased product record sheet, click on the Edit menu.
- Select the type of modification:
- Duplicate the purchased product
- Print the purchased product
- Send by email.
- Modify grouping and reference: when you are in standard modification mode, you cannot modify the product's reference. This function allows you to modify the grouping code of the product as well as its reference.
- Modify the family / sub-family: when you are in standard modification mode, you cannot modify the product's family or sub-family. This function allows you to modify the family code as well as its sub-family.
- Delete the record sheet.
- Create sold product: to use only if you want to sell the product you bought. This function creates a new sold product record sheet in the Akuiteo Sales module. Product families and sub-families must be the same.
- Purchase references for the product: allows you to search for purchase references in the supplier database and to create a supplier reference.
- Ordr / Rec / Bill qties: allows you to search for all orders, receptions and invoices linked to the purchased product for the specific time period.
- Expected from Supplier: allows you to search for all the non validated receptions pending the product and for the validated orders that are not received. From this result table, you can group several pending receptions, of a same supplier, in the same invoice. You can use the function called "Group receptions in an invoice".
- To display the detailed history, go to Edit > Detailed history.
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