Tip: If you are setting up a product that is very similar to another product already in the system, a very quick way to do this is to Clone the other product – see notes on “How to Clone a Product”.
In Unleashed, click on Shortcut/Add Product (or on the left sidebar click Inventory/Products/Add Product):
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Complete the fields as follows:
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Give the product a code – try to be consistent with other products in the system. You may need to get a code off Flynnie
Enter a Description of the product (this will show on the customer invoice)
Product Group = FP (and select the range)
Sales Account = Select the correct range from the Xero COA – this must be selected. The default sales account will appear in Xero under “Sales – Unleashed” and will need recoding, so please don’t leave the default
Cost of Goods Sold Account = Default Cost of Goods Sold account
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Go the the section titled “Type” and click the button next to Assembled Product and if it is likely to be a part of a pack at any stage i.e. giftpack, then click on Component Product also.
After saving, you will be able to add a unit of measure as below
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No other fields need to be completed on this page.
Move to the Inventory page
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Set a Min Stock Level if required
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Move to the Sale page
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Enter the Default Sell Price (exclusive of GST) and the prices for the various Tiers
You don’t need to enter a Sales Tax Rate as this is set at a global level
Click Save
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Now you need to add your recipe to make the product. See the notes “To Set up a Bill of Materials”
Note: If you have bulk products to add, the quickest way to do this is to import them from a csv file.
