Product
To create a product:
- Go to Menu > Finance > Products > Create New Product.
- Complete the data entry fields.
Below is a description of each field:
| Field | Description |
| Name | Give the product a name. |
| Code | Give the product a code. This could be just a short name. |
| Amount | Enter the dollar value of the product. |
| Amount Includes Tax | Of the entered amount – does it include tax or not? Tick the box if it does include tax. |
| School | Choose the school that this product relates to. |
| Tax Type | Choose from the drop down menu. |
| Account | You 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). |
| Description | Give the product a more detailed explanation. |
| Category | Choose which category this product will belong to. The product can only belong to one category. |
- Click Save. A new screen will appear. This button shows the product information.
To view the discount information associated with this product:
- 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.