Skip to main content
This guide covers how to add a new product, including entering product details, unit measurements, warehouse routes, and more. Each section saves individually as you complete it.
1

Navigate to the products page

From the left-hand menu, click Products, then select + New.
2

Enter product information

Fill in the Code, Description, and Product Type (Single or Bill of Materials). The Long Description is optional. Click Save to continue.
3

Add external system references (optional)

You can add up to three external references. These are not required and will not affect the product if left blank.
4

Add accounts

Associate multiple accounts with the product by adding the relevant account codes.
5

Configure unit items

Complete the following: Stock Unit Type (Items, Weight, or Cube), Barcode, Weight, Value, Output Quantity, Allow Receipt of this Configuration, and Unit of Measure (cm, ft, inch, or metre). Enter Width, Height, Length, and Cube. Click Save.
6

Configure cases, inner, and outer

Complete the same fields as the Unit Items section for cases, inner cases, and outer cases. Click Save after each section.
7

Set flags

Tick the relevant boxes: New Product?, Stop? (to make unavailable), Obsolete?, and Assemble on Pick (if assembled during picking). Click Save.
8

Configure receipt and pick

Set the Shelf Life Min/Max, tick Require Dimensions on Receipt? if needed, provide a Default Stock Description, and set the Default Order Configuration. Click Save.
9

Add alternative codes

Click + New to add alternative product codes for different end users. Click Save.
10

Add product storage units

Click + New to add storage units. Fill in the details and click Save. To remove one, select Delete.
11

Set up warehouse routes

Click + New and fill in the account, customer, and warehouse codes from the dropdowns. Click Save.
12

Configure pickfaces

Click + New and complete the Location, Min Trigger (optional), and Max Trigger fields. Click Save.
Ensure all measurements are accurate as they impact stock management.
Each section saves individually, so there is no need for a final save button.

Frequently asked questions

No, some fields like Long Description and External System References are optional.
Yes, you can edit any section later by navigating back to the product details.
Contact support to set up a specific barcode format for your company.
Pickfaces let you configure areas for picking smaller quantities, which is useful for customers that do not need full pallets.