Purpose: Understand all the fields and functions of the Product Master window.
Environment: Comsense Enterprise
In this article:
|Comsense stock product code
|Category of the product
|Created and assigned at catalog level
|Day the product is no longer available
|The product will not be findable as a managed product
|Imperial catalog description
Default description on purchase orders, sales orders, quotes
Users can update
Comsense maintained products have a 2-3 digit manufacture code
User-maintained products have a 4 digit manufacture code
|Metric catalog description
You must manually select metric description on purchase orders
Users can update
|Not currently in use
|"Product Item" or "Expense Item"
Comsense includes product items in inventory counts and valuation
Comsense does not include expense items in inventory counts and valuation
|Date of the next inventory count of the product
Tip: Cycle counting keeps your reviews efficient and the inventory count accurate
|Any inventory review notes
|Changes to a product's structure or definition
|Populates via Comsense Catalog team
The Properties tab is a list of product properties that affect other aspects of the product, work order, or project e.g. lock type affecting hardware preps.
Equivalent Products Tab
The Equivalent Products tab is a list of product(s) that are interchangeable with the managed product. The managed product must perform the same function as the equivalent product and vice versa. Equivalent products are often used if you stock one version of the product or if you have a default version product for the majority of orders and another version of the product for special circumstances. An example is a tri-packed closer as your managed product and regular arm, parallel arm, and top jamb mounted closer as the equivalent products.
The Sourcing Wizard has a checkbox that prompts the use of equivalent product(s).
The Attachments tab holds attachments that are sent out with the product e.g. safety data sheets.
The selected warehouse defines all the tabs to the right of the Warehouse pane.
The selected warehouse defines the Product tab information.
|If the product is a stock item
|Stock items are managed products that are available for stock requisitions and stock replenishment
|Product has a serial number
|Generally for products with a warranty
|Managed Serial Numbers
|If you manage the serial numbers
|Taxes the product is exempt from
|E.g. tax-exempt items for disabilities
|Default supplier for the manufacturer
|Estimated Lead Time
|Uses the estimated lead time for the supplier by default
|If the product is immediately pulled on stock requisitions
Uncheck only if you want the product pulled after a work order is complete
Tip: Be aware of inventory counts when a product is not requisitioned and you are pulling a large number of the product
|The minimum allowable shelf quantity
|Determines suggested order quantity during stock replenishment
|Max Requisitioned Qty
|The maximum allowable quantity on a stock requisition
If your order amount exceeds the max requisitioned quantity, Comsense automatically creates a purchase order instead of a stock requisition
If you require a stock requisition, you must complete two sourcings
|Applies to the restocking algorithm
Non-Seasonal: Looks at stock over 12 months of use
Seasonal: Looks at stock quarterly
Discontinued: No restocking
|Min Order Qty
|The minimum allowable quantity on a purchase order for stock replenishment
|Number of days between each inventory review within the warehouse
|Tip: Fit this into your purchasing cycle
|Specific delivery program for the product
Currently only applies to hollow metal doors
Creates a separate purchase order for products under specific programs to expedite the delivery
|Warehouse location of expense items
|Lets the receiving department know the destination for an expense item
|Access to pending transactions
|E.g. stock requisitions or purchase orders
|Access to all past transactions
Comsense uses FIFO costing formula
Tip: View the last receiving report for a product to know the value of any additional product counts
The selected warehouse defines the Cost tab information.
|Catalog list price
|Discounts for products outside of your normal buying program
|If you source a product at a cost lower than net cost on a purchase order
|Does not appear on any customer-facing documents
|The cost of the product at the time it leaves inventory
User maintained field
Update the field if price changes
Used in selling price calculations
|Net cost + freight + overhead
Total cost is also WIP cost
Used in selling price calculations
The selected warehouse defines the Sell tab information.
|Price on sales order
|List price is blank by default
|Date of any list price or pricing method updates
|Must update manually
|Primary pricing formula for customer to determine Sell tab List Price
Default is "Markup on Total Distributor Cost"
Update fields if price changes
The selected warehouse defines the Usage tab information. The usage tab tracks monthly usage of the product to determine the average daily usage. Comsense uses the usage data to calculate suggested order amounts for stock replenishment.
|The month of usage tracking
|Amount of product sent on stock requisitions
|Does not include purchase orders
|Manual adjustment to offset any irregular orders for suggested restocking amounts
Warehouse Locations Tab
The selected warehouse defines the Warehouse Locations tab information.
|Location of the product inside the warehouse
|Quantity of product in that location
|It is the primary warehouse location
|You can only fill stock requisitions from primary warehouse locations
|The location can actively hold this product
The selected warehouse defines the Alternate tab information. The Alternate tab is a list of one or more product(s) that make up the managed product. Use alternate products when you do not stock the complete product but stock all the product components. An Example of alternate products is a lock with a specific core where the lock and core are stocked separately.
The Sourcing Wizard has a checkbox that prompts the use of alternate product(s).
The selected warehouse defines the Assembly tab information. The Assembly tab is where you define the parts of the product and required labor to assemble the product. Right-click in the Pieces or Labor pane to add or delete line items.
The Product Assembly window is where you create the transaction for the product assembly.