Purpose: Understand all the fields and functions of the Product Master window.
Environment: Comsense Enterprise
In this article:
|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
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|
|Invalid Note||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 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).
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.
|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||E.g. 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|
|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.
|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
The selected warehouse defines the Sell tab information.
|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
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.
|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|
Warehouse Locations Tab
The selected warehouse defines the Warehouse Locations tab information.
|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|
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 e.g. kickplate from a different manufacturer
- A product that you order as multiple components e.g. exit device with a trim
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.