Product types can be used to split your Products into different categories and then charge differently for storing or transporting a particular product type. They can also be used to restrict storing certain product types to certain warehouse locations. Some examples of common product types are General, Chilled, Dangerous Goods, Fragile; however, what you name a product type is completely up to you.

It's easiest to explain what Product Types do by providing some examples. The following are a few common scenarios in which Product Types are used. There are short instructions provided on how to implement each example, but it is not necessary to follow these just now, we recommend just seeing what is possible to gain an understanding of Product Types.

Once you have read the examples below, consider what Product Types your warehouse would hold.

Then create the Product Types you would like to store in your warehouse by navigating to the Product Types page which is best done by typing "Product Types" in the Search for anything! bar.

Then, using the Add Product Type article for assistance if required, click +Add Product Type and create the Product Types you need.

Examples of Product Types

Example 1 - Different Temperature Zones

For example, you may have a temperature-controlled facility in which you store and deliver products in three different temperature zones:

  1. Chilled
  2. Frozen
  3. Ambient

These three temperature zones can be implemented as different Product Types.

Then, when creating products (later on in the setup) each product must be of a specified type (either Chilled, Frozen or Ambient).

When Adding Warehouse Locations you can also specify which type they are (either Chilled, Frozen or Ambient), which by default will prevent a Chilled Product from being able to be allocated to a Frozen Location (however this can be overwritten by allowing the Warehouse Location to accept multiple Product Types, this is useful if you want to allow your Chilled locations to store Ambient product for example)

The Product Types can then be used to affect Storage Charges, whereby you may charge different rates for Chilled Storage vs Frozen Storage (we will look into how to do this later when setting up warehouse rates).

In addition, Consignments also use Product Types as a field to control their charging (and if desired, allocation logic). Differing rates can be loaded depending on the Consignments Product Type. 

Example 2 - Different rates for Inside and Outside storage

Product Types can be used to charge different storage rates depending on if an item is stored inside or outside. 

First, three product types would be created:

  1. General
  2. Inside Storage
  3. Outside Storage

All products would then be set as the type General.

Then, when creating Warehouse Locations; outdoor locations should be set as the location type "Outside Storage", while indoor locations would be set as location type "Inside Storage". Additionally, both warehouse location types should be allowed to store the product type "General".

Now, as both types of locations can accept General products, the products coming in can be stored in either the Outside or the Inside locations, however, the Storage Charges can differ for the different types.

Lastly, within the Customers Rate Card, modify the "Charge Type Product Option" to "Warehouse Location" so storage is charged based on the type of the Location rather than the type of the product.

Example 3 - Dangerous Goods Handling

Similar to different temperature zones, you may have two types of products: General and Dangerous Goods, each of which needs to be stored in a specific area.

Start by creating the Product Type "Dangerous Goods"

Now, create both products and warehouse locations of the different types. Make sure when adding the Warehouse Locations that you do not allow them to store stock of the other type, for example, A general location should not be allowed to store a Dangerous Good.

Example 4 - Different rates for different pallet sizes

If you have a customer or customers with different sized pallets that can be stored throughout your warehouse, you can use product type to manage this requirement. Firstly, create the following product types;

  1. Standard Pallet
  2. Oversized Pallet

Now update the products to reflect the new product types for that customer or customers.

Make sure that the customer or customers setting in Customer Charges for the Charge Product Type option is set to products.

Then add the customer's storage charges for each product type as below.

Next Step: Setting up Product Custom Fields