Product Master Window

Purpose: Understand all the fields and functions of the Product Master window.

Environment: Comsense Enterprise

In this article:

Product Information

Click image to enlarge
Managed Product window; shows the fields included in the Product Information area of the window.
Image 1: Product Information Fields

 

Field Name Description Notes
Code Comsense stock product code  
Product Category Category of the product Created and assigned at catalog level
Inactive Day the product is no longer available The product will not be findable as a managed product
Imperial Imperial catalog description

Default description on purchase orders, sales orders, quotes

Users can update

Manufacturer Product manufacturer

Comsense maintained products have a 2-3 digit manufacture code

User-maintained products have a 4 digit manufacture code

Metric Metric catalog description

You must manually select metric description on purchase orders

Users can update

Website   Not currently in use
Product Type "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

Review Date Date of the next inventory count of the product

Tip: Cycle counting keeps your reviews efficient and the inventory count accurate

Review Note  Any inventory review notes  
Note    
Invalid Note Changes to a product's structure or definition Populates via Comsense Catalog team 
Table 1: Product Information Field Descriptions

Properties Tab

The Properties tab is a list of product properties that affect other aspects of the product, work order, or project i.e. lock type affecting hardware preps.

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Managed Product window; shows location of Properties tab.
Image 2: Properties Tab

Equivalent Products Tab

The Equivalent Products tab is a list of interchangeable products. The sourcing window uses the equivalent products instead of the managed product. Interchangeable products may be:

  • The managed product with embossing
  • The same product with no embossing

The Sourcing window has a checkbox that prompts the use of the equivalent product(s).

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Managed Prodcut window; shows location of Equivalent Products tab.
Image 3: Equivalent Products Tab

Attachments Tab

The Attachments tab holds attachments that are sent out with the product i.e. safety data sheets.

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Managed Product window; shows location of the Attachments tab.
Image 4: Attachments Tab

Warehouse Pane

The selected warehouse defines all the tabs to the right of the Warehouse pane.

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Managed Products window; shows location of Warehouse pane.
Image 5: Warehouse Pane

Product Tab

The selected warehouse defines the Product tab information.

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Managed Products window; shows location of the Warehouse's Product tab.
Image 6: Product Tab

 

Field Name Description Notes
Stock Item If the product is a stock item Stock items are managed products that are available for stock requisitions and stock replenishment
Serialized Product has a serial number Generally for products with a warranty
Managed Serial Numbers If you manage the serial numbers  
Tax Exempt Taxes the product is exempt from I.e. Tax-exempt items for disabilities
Supplier Default supplier for the manufacturer  
Estimated Lead Time   Uses the estimated lead time for the supplier by default
Requisitioned 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

Safety Qty 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

Restocking Basis 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  
Review Cycle Number of days between each inventory review within the warehouse  Tip: Fit this into your purchasing cycle

Service Center

Delivery Program

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 

Expense Warehouse

Location

Warehouse location of expense items Lets the receiving department know the destination for an expense item

Allocated

Transaction Button

Access to pending transactions I.e. stock requisitions or purchase orders

Detailed

Transaction Button

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

Table 2: Product Tab Field Descriptions

Cost Tab

The selected warehouse defines the Cost tab information.

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Managed Product window; shows location of the warehouse's Cost tab.
Image 7: Cost Tab

 

Field Name Description Notes
List Price Catalog list price  
Discount String Discounts for products outside of your normal buying program  
Reorder Cost If you source a product at a cost lower than net cost on a purchase order Does not appear on any customer-facing documents
Net Cost 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

Total Cost Net cost + freight + overhead

Total cost is also WIP cost

Used in selling price calculations

Table 3: Cost Tab Field & Column Descriptions

Sell Tab

The selected warehouse defines the Sell tab information.

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Managed Product window; shows location of the warehouse's Sell tab.
Image 8: Sell Tab

 

Field Name Description Notes
List Price Price on sales order  List price is blank by default
Effective Date Date of any list price or pricing method updates  Must update manually
Pricing Method Primary pricing formula for customer to determine Sell tab List Price

Default is "Markup on Total Distributor Cost"

Update fields if price changes

Table 4: Sell Tab Column Descriptions

Usage Tab

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. 

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Managed Product window; shows location of the warehouse's Usage tab.
Image 9: Usage Tab

 

Field Name Description Notes
Usage Date The month of usage tracking  
Actual Usage Amount of product sent on stock requisitions Does not include purchase orders
Adjusted Usage Manual adjustment to offset any irregular orders for suggested restocking amounts  
Table 5: Usage Tab Column Descriptions

Warehouse Locations Tab

The selected warehouse defines the Warehouse Locations tab information.

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Managed Product window; shows location of the warehouse's Warehouse Locations tab.
Image 9: Warehouse Locations Tab

 

Field Name Description Notes
Warehouse Location Location of the product inside the warehouse  
Qty Quantity of product in that location  
Primary It is the primary warehouse location You can only fill stock requisitions from primary warehouse locations
Active The location can actively hold this product  
Table 6: Warehouse Locations Tab Column Descriptions

Alternate Tab

The selected warehouse defines the Alternate tab information. The Alternate tab is a list of product(s) you can use interchangeably. These products may be:

  • A completely different manufacturer and only in use when the stock runs out of the managed product i.e. kickplate from a different manufacturer
  • A product that you order as multiple components i.e. exit device with a trim
Click image to enlarge
Managed Product window; shows location of the warehouse's Alternate tab.
Image 10: Alternate Tab

Assembly Tab

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.

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Managed Product window; shows location of Assembly tab and the Assembly tab right-click menu.
Image 11: Assembly Tab
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