Order Management

Product Catalog

Field Description
Name The name of the record.
Status The availibility status.
(i.e. Available, Unavailable)
Category The category is metadata that helps you organize and group products.
Team The team or teams that the record is a member of.
Website The website of the product.
Date Available The date available.
Tax Class The tax class.
(i.e. Taxable, Non-taxable)
Quantity The quantity on-hand.
Manufacturer The manufacturer.
Weight The weight of the product.
Mft Part Num The manufacturer's part number. This is the primary part number lookup field for the CRM.
QuickBooks Account The QuickBooks account.
Vendor Part Num The vendor's part number
Type The type is metadata that helps you organize and group products.
Minimum Options Minimum options.
Maximum Options Maximum options.
Currency The currency of the specified prices.
Support Name The name of the support.
Cost The cost of the item.
Support Contact A support contact.
List Price The list price.
Support Description A description of the support.
Discount Price The normal discounted price.
Support Term The standard support term.
(i.e. Six months, One year, Two years)
Discount Name The selected discount method.
Pricing Formula The pricing formula.
(i.e. Fixed Price, Profit Margin, Markup over Cost, Discount from List)
Pricing Factor The pricing factor.
Description A description of the record.

Product Categories

The Product Categories module is used by the Product Catalog.

Field Description
Name The name of the category.
Description A description of the category.
List Order The list order.
Parent The parent of the category.

Product Types

The Product Types module is used by the Product Catalog.

Field Description
Name The name of the record.
Order The list order.
Description A description of the record.

Manufacturers

The Manufacturers is used by the Product Catalog.

Field Description
Name The name of the record.
Status The active status.
(i.e. Active, Inactive)
Order The list order.

Regions

The Regions module is used in advanced reports to group sales by region. A region includes one or more Countries.

Field Description
Name The name of the record.
Description A description of the record.

Shippers

The Shippers is used by the Product Catalog. Typical shippers include USPS, UPS and FedEx.

Field Description
Name The name of the record.
Status The active status.
(i.e. Active, Inactive)
Order The list order.

Discounts

The Discounts module is used to manage pricing in the Product Catalog.

Field Description
Name The name of the discount.
Pricing Formula The pricing formula specifies the method used to calculate the discount.
(i.e. Fixed Price, Profit Margin, Markup over Cost, Discount from List)
Pricing Factor The pricing factor is used by the formula to compute the discount.

Tax Rates

The Tax Rates module is part of a simple approach to sales tax. Active Tax Rates are displayed in the Quotes, Orders and Invoices entry forms. Each product line item has a Taxable flag that is used in conjunction with the tax rate.

Field Description
Name The name of the record.
Status The active status.
(i.e. Active, Inactive)
Percentage(%) The value of the tax rate.
Order The order in the list of tax rates.
QuickBooks Tax Vendor The QuickBooks tax vendor. This field is only used when synchronizing with QuickBooks.
Description A description of the record.