Product Details

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Product Details

Enter details here when adding a new product, or click edit to amend an existing product.

 
When adding a new product all fields between product code down to selling price are compulsory and must not be left blank otherwise the product will not show on the search screen.

 

Catalogue

 

Select a sub-catalogue from the drop down box. This helps assign the product to the relevant section within your catalogues. Note: It is recommended to complete the Catalogue title (making your own titles for "sub-parts" of My Catalogue for easy filtering of products at a later time)

 

Click Edit Popup Contents edit popup to add a new sub-catalogue to the list.

 

Product Details

 

Product code

Complete this with the suppliers code (if applicable) or create your own. Keep the code as short as possible for ease. Avoid using spaces.

 

Description

This description is the main product and appears on all relevant documents.

 

Colour

Not compulsory and can be left blank if not needed.

 

Height, Width, Depth

Product dimensions in mm. Not compulsory and can be left blank if not needed.

 

Type

Select from a preset list of product types. Do not leave this blank.

 

Category

Select from a preset list of categories. The category is dependent on the type you select. Do not leave this blank.

 

Supplier

Select from the drop down list. If the supplier is not listed here you can add your own supplier it on the suppliers screen.

 

Pricing Details

 

Priced

Select from the drop down list. You will need to use "Each" for most products but you can select other options. E.g in case a delivey charge depends on the value of all furniture ordered.

hmtoggle_plus1Priced Options:

 

Cost Price

Enter the nett price you pay the supplier, excluding VAT.

 

Selling Price

Enter the selling price that you charge the customer, excluding VAT.

 

Margin

Enter a percentage figure to calculate your sell price as cost price plus margin. The selling price box will be completed automatically.

 

Discount

Enter a percentage figure to calculate your cost price by taking discount from the selling price. The cost price box will be completed automatically.

 

You cannot use margin % AND discount % at the same time, as only one calculation is necessary. Input one figure and EQ will calculate the other.

 

Specification

 

Enter any free text in this box and it can appear on quote/order printouts. You can use this for any product details that are relevant e.g. full appliance specification.

 

 

Image

 

Right-click this empty box:

 

Select Image to select a JPG image from your computer if you have one.

Search Internet for Image to automatically open your web browser at a Google image search for the product code. If you find a picture you would then need to save it to your computer to use it.

Reset Image to clear the image that already exists

 

The image can be any common graphic file type and can be located anywhere on your PC. However if you are using a multiuser system is it sensible to use the EQ 'My Pictures' folder because it will be accessible by all users.

 

The 'My Pictures' folder is created with your EQ data folder. By default this is C:\easyquote\my pictures. See work files under file locations for more detail.

 

Remember

Always click update_small Update to save when you have made any changes