The Product record

Solution Properties

Solution ID:

201110122234820

Last Modified Date:

Wed Oct 14 14:40:42 UTC 2026

Taxonomy Path:

Case category//How do I...//setting up

Author:

The Product record

Description

Select Products and services, then double-click the product record, or select it and choose Edit.

If you haven't created any product records, choose New.

The product record fields are grouped into tabs. Select a Read more link for details about a tab.

Details tab	Shows product record details, such as product code, name, and balance, defaults, stock status, prices, etc.	Read more >
Bill of materials tab	If a product consists of a number of other products, then it has a Bill of Materials (BOM).	Read more >
Discount tab	Apply a quantity discount for your products.	Read more >
Web tab	The Web tab in a product record can store information that you use to create your web shop.	Read more >
Alerts tab	Create a custom alert for a product.	Read more >
Memo tab	Here you can enter miscellaneous information and attach documents and references to the record.	Read more >
Activity tab	Quickly view the activity of your product records and a summary of details for each stock movement.	Read more >
Sales tab	Shows the sales information for the product record.	Read more >
Graph tab	Provides a graphical representation of the Actuals, Budgets, and Prior Year stock figures.	Read more >

For help with creating a product record, look at our guide.

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