The Products and services module
Description

Use the Products and services module to keep track of your company's stock, and track the availability of your products and services.

Cause
Resolution

You can access all of the options related to products and services from this window. The table below explains what each option is for.

TIP: To show or hide any of the options listed below, right-click the options > select or clear the check box next to the appropriate option.

New

Use this option to create your product or service records. Read more >

Edit Use this option to view your existing product or service record details.

Wizard

Use this option to go through a wizard to create your product or service records. Read more >
Duplicate

Not available in Sage 50 Accounts Essentials

Use this option to copy the selected product or service record.

Batch changes

Not available in Sage 50 Accounts Essentials

Use this option to make changes to multiple selected product or service records. Read more >

Activity

Use this option to view the activity within a product or service record. Read more >

Buy/Sell items

Use this option to create an order, invoice or quote from the selected product or service records. Read more >

Shortfall

Sage 50 Accounts Professional only

Use this option to see which products quantity in stock level is below the re-order level. You can also create a purchase order for the quantity you require. Read more >

Price lists

Sage 50 Accounts Professional only

Use this option to create specific prices for your products or services for a group of customers or for individual customers. You can also set up supplier price lists if certain suppliers sell you the products or services at a different price. Read more >

Check bill of materials

Sage 50 Accounts Professional only

If you have a bill of materials (BOM) on a product record, use this option to check if you have enough components in stock to create the main product. Read more >

Stock take

Use this option to record your stock take to help you ensure your stock levels are accurate. Read more >

Stock valuation

Not available in Sage 50 Accounts Essentials

Use this option to update the value of your stock. Read more >

Adjustment in

You can use this option to increase your quantity in stock. Read more >

Adjustment out

You can use this option to decrease your quantity in stock. Read more >

Stock transfer

Sage 50 Accounts Professional only

If you have bill of materials (BOM) on a product record, use this option to transfer component products into a main product record. Read more >

Copy discount

Sage 50 Accounts Professional only

If you have applied a discount to a product, use this option to copy the discount to a different product record.

Returns

Sage 50 Accounts Professional only

Use this option to record damaged or faulty goods that have been returned to your company or that you are returning to your supplier. Read more >

Allocate stock

Sage 50 Accounts Professional only

Allocate stock - Use this option to allocate your stock to an order or project so it can't be used elsewhere. Read more >

Amend allocations

Sage 50 Accounts Professional only

Use this option to change any existing stock allocations. Read more >

Issue allocations

Sage 50 Accounts Professional only

Use this option to issue the allocated stock. Read more >

Delete Use this option to delete the selected product or service.
Swap Use this option to reverse the selected records in the list.
Clear Use this option to clear all the selected records.
Print list

Use this option to print the list of products or services.

TIP: If you have a filter applied to the list, only the records displayed are printed.

Send to Excel

Use this option to send the list of products or services to an Excel spreadsheet.

TIP: If you have a filter applied to the list, only the records displayed are sent to Excel.

Labels

Sage 50 Accounts Professional only

You can use this option to print labels including bar codes to use on your products. Read more >

Reports

Access all of your product or service reports from here. Read more >

 

Steps to duplicate
Related Solutions