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Customer Settings - Warehouse Management (Product tab)

Table of Contents


Customer Product Settings

This setting determines if the Customer can add their own Products or not. Changing this setting will override the setting configured at the Organisation Settings level. 

Setting Option

Explanation

Use Organisation Setting

The setting configured at the Organisation Settings will be applied. This is the default setting option.

Yes

The Customer will have the ability to add their own Products. 

No

The Customer will not be able to add their own Products. 

 

Reallocation 

If you wish to enable Product Reallocation for this customer tick Enable Product Reallocation. This setting can be overridden at the product level. 

Select a Scannable Field. This will be either the POP label or a POP custom field. This is the field that you will be able to reallocate by. 

For more information on Reallocation please see Reallocation

Product Custom Fields

Product Custom Fields are optional fields to capture information on Product records. This differs from Custom Purchase Order Product Fields in that the custom field is applied directly against the Product record and cannot be altered by individual stock records.

Product Custom Fields help store additional information such as:

  • Supplier Codes

  • Dangerous Goods Information / DG Class

  • Special Handling Instructions

  • Other identifiers or information that's needed to be stored

Product Custom fields are specified on a per-customer basis, allowing each Customer to have their own set of Product Custom Fields.

Picking lists, consignment notes and other document templates can display Product Custom Fields. In addition, Stock Reports and exports can show Product Custom Fields. 

How to add a Product Custom Field

  • Type the name of the Custom Field into the Custom Field box. 

Each Customer can have up to 10 Product Custom Fields.

  • Scroll to the bottom and click Save

  • The Product Custom Field will now appear when creating a new Product or editing an existing Product.