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Product Settings

Shinjinee Sarkar
  • Updated

The product settings allow you to set up various aspects of the products the business sells such as product details and category, price and stock set-up. The Product settings can be divided into the following sections.

Product

You can set up details such as product name and description, selling and purchase price, VAT and Intrastat, if applicable. To set up a product, complete the steps below.

  1. Log in to BrightBooks. The Business page appears.
  2. On the Business page, locate the required business by completing either of the following steps:
    • In the Search box on the top right corner, enter the name of the business fully or partially and click the 'search' icon. The business summary will appear under the Select a Business heading.
    • The business summary is available under the Select a Business heading. If you cannot find it, at the bottom-right corner of the page, click 100 to increase the number of records to be displayed on the page. The business summary will be available under the Select a Business heading.
  3. Under the Select a Business heading, click the name of the business. The Customers page appears.
  4. On the Customers page, in the left panel, click Settings. The Settings page appears.
  5. On the Settings page, under the PRODUCTS & STOCK heading, click Products. The Products page appears.
  6. On the Products page, click Add Product. The New Product page appears.
  7. On the New Product page, enter the details mentioned in the table below.
  8. To save the details entered, click Save. The new product details appear on the Products page.
FIELD STEP
PRODUCT DETAILS 
PRODUCT CATEGORY Click the Search icon to select a category or add a category on the fly by clicking New.
PRODUCT CODE Enter the product code.
BAR CODE NUMBER Enter the barcode number.
PRODUCT DESCRIPTION Enter the product name.
Exclude from VIES To exclude all transactions on this product from VIES calculations, tick. By default, the transactions are included.
Product Details 
SALES PRICE Enter the Sales Price
PURCHASE PRICE Enter the Purchase price per unit.
MARKUP % Enter the Mark-up percentage.
SALES NOMINAL CODE Select a Sales Nominal Code.
PURCHASE NOMINAL CODE Select a Purchase Nominal Code.
SALES VAT RATE Enter the Sales VAT rate.
PURCHASE VAT RATE Enter the Purchase VAT rate.
LANDED COST Enter the Landed cost.
LANDED MARKUP % Enter the Landed markup.
Show Popup Notification in Transaction If you enter a short note in the ADD A NOTE TO THE PRODUCT field and then include the product in an invoice, the note appears in a pop-up every time you change the row in the invoice.
ADD A NOTE TO THE PRODUCT Add a note to the product.
Product Store Details tab: If you set up one or more stores, enter the details of the stores.
Stock Level Details tab To maintain stock levels, select Maintain Stock Level. Specify the minimum stock level in the MINIMUM STOCK LEVEL box; reorder quantity in the REORDER STOCK LEVEL box and the optimum level at the OPTIMUM STOCK LEVEL box. You can do the same store-wise.
Intrastat Details
Exclude from Intrastat To include all applicable transactions in INTRASTAT calculations, untick. If you untick, you need to enter other information, as given below. By default, it is excluded.
COMMODITY CODE

Select the commodity code under which the Intrastat reporting is done. Until the community code is selected, placeholders remain disabled.

The outcome of it is, that when the report is exported or imported in CSV, the column is displayed.
NET MASS

Enter the net mass. The outcome of it is, that when the report is exported or imported in CSV, the net mass is displayed.

The outcome of it is when the report is exported or imported in CSV, the net mass is displayed.
SUPPLEMENTAL UNITS

Enter the supplemental units.

The outcome of it is that when the report is exported or imported in CSV, the supplemental units are displayed.
COUNTRY OF ORIGIN

Enter the Country Of Origin from the drop-down

The outcome of it is, that when the report is exported or imported in CSV, the Country of origin is displayed.

Product Category

You can group products or goods sold by businesses under user-defined categories for convenience. You can also modify or delete product categories.

Creating Product Category

To create a Product Category, complete the following steps.

  1. Complete steps 1 to 4 of Product.
  2. On the Settings page, click Product Categories. The Product Category window appears.
  3. On the Product Category window, click Add. The Add Product Category window appears.
  4. On the Add Product Category window, in the Add Category box, enter the Product category name and click Save. The product category is created.

Edit Product Category

When you edit a category that already has one or more products grouped under it, such product categories are updated. When you edit such categories, BrightBooks needs your confirmation before applying the changes. To edit a product category, complete the following steps.

  1. Complete steps 1 to 4 of Product.
  2. On the Settings page, click Product Categories. The Product Category window appears.
  3. On the Product Category window, click select the required product category and click Edit. The Edit Product Category window appears.
  4. On the Edit Product Category window, modify the category and click [Save]. The category is edited.
  
If the category is in use, BrightBooks requires your confirmation before editing the category.

Removing a Category

You are not allowed to remove a category already in use. To remove a category, complete the following steps.

  1. Complete steps 1 to 4 of Product.
  2. On the Settings page, click Product Categories. The Product Category window appears.
  3. On the Product Category window, select the required product category and click Delete. The Confirmation Message window appears. On the window, click Yes.
  
If the category is in use, you are not allowed to remove it.