14.37 How to Add a new Product into Tradepoint

Related Articles 11.1 Products - Inventory Management in Tradepoint

Adding a new product to Tradepoint is done through the Products icon  in the toolbar for the Home Tab.

The next screen that will open is the Setup screen within products that will allow you to define the basic parameters of your New Product.

Product Management within Tradepoint is robust in that you can manage numerous aspects and functions of one product from one Section. Below is the toolbar showing the functionality available within products.

To add a New Product the screen you will use the most will be the Setup window.  This is the default window that will open when you click on The Products icon from the Home Toolbar.  The Setup screen where you will specify the functional parameters of your New Product.

The defining information about your Product is at the top of the Page. Tradepoint is SKU and barcode enabled. Categories and Subcategories can be established for price matrices by clicking on the blue plus to open the Setup and Configuration Tool to establish Categories and Subcategories.

The majority of the time Categories and Subcategories are established with an Import of your Products (from Quickbooks as an example) which will be covered in another Help File.

Pricing and Purchasing- This information has to do with establishing which functions regarding your Product that will be performed automatically. Each box that you check off will be performed automatically as you conduct business.

Availability- Establish date for when your product will be available. The start and end date for a product will happen automatically when this is established. We recommend that the End date be left open if you do not have a definite timeframe for how long you will be offering a Product.

Assigned Accounting and Taxation Rules- Clicking on the open field or the New Accounting Rule icon will open a new set of field to assign your Inventory and COGS accounts to your New Product. When these are assigned then sales and purchases will be automatically assigned to the correct account as you conduct business.

If your product is a Service or a drop shipped item that you do not store Inventory on then you have just added a New Product within Tradepoint. If your New Product is an item that you Inventory then you also need to setup your Valuations. The next icon in the Products toolbar is the Valuations icon.

Establishing your Valuations will also set processes that will happen automatically within Tradepoint as you run your business. This is only necessary for items that you keep in Inventory.

The main screen view for Valuations is shown below.

Unless you are utilizing one of our Web Modules to promote your items through the web you have just added the basic information to add a New Product into Tradepoint.