To create a product:

  1. Go to Menu > Finance > Products > Create New Product.
  1. Complete the data entry fields.

Below is a description of each field:

NameGive the product a name.
CodeGive the product a code. This could be just a short name.
Amount Enter the dollar value of the product.
Amount Includes TaxOf the entered amount – does it include tax or not? Tick the box if it does include tax.
SchoolChoose the school that this product relates to.
Tax TypeChoose from the drop down menu.
AccountYou can let the account be the one that is already allocated to the category that you are going to assign to this product – or you can choose a different account (which will override the one assigned to the category).
DescriptionGive the product a more detailed explanation.
CategoryChoose which category this product will belong to. The product can only belong to one category.
  1. Click Save. A new screen will appear. This button shows the product information.  

To view the discount information associated with this product:

  1. Click the Discounts button.

Discounts that have been added at a category level will automatically apply to all products included in that tree of categories.