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TASBooks - Product records and groups

Created on  | Last modified on 

Summary

The individual product and service records contain all the standard information of the products and services that you or your company supplies and sells.

Description

The TASBooks supports four different product types:

  • Regular stock Items.
  • Non-Stock items for services.
  • Items not for sale, such a samples and display items.
  • Assembly type stock items.

You can divide your products into groups using whatever criteria suits you business.

Resolution

Create a new product record
  1. Click Stock, then click Products and Services, then click Maintain Products/Services.
  2. Enter a Stock code and Description.
  3. Enter the details for the record >
  4. Click Save, then click Yes.
Edit an existing product record
  1. Click Stock, then click Products and Services, then click Maintain Products/Services.
  2. Click Code, then double-click the record you want to change.
  3. Enter the details for the record >
  4. Click Save, then click Yes.
Create product groups
  1. Click Stock, then click Products and Services, then click Maintain Product Groups.
  2. Enter a code and description.
  3. Click Save, then click Yes.
Add products to a group
  1. Click Stock, then click Products and Services, then click Maintain Products/Services.
  2. Click Code, then click the product you want to add.
  3. Click Group, then select the group you want to add the product to.
  4. Click Select, then click Save.

 

Bespoke training is available now

Alongside your existing support options within your subscription, you can also purchase bespoke training sessions with a product expert, tailored to your needs.

Find out more

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