How to: Build hardware, doors, frames, and parts in the Product Master window.

Environment: Comsense Enterprise

In this article:

Understand the Product Master Window

When you build a new product in the Product Master window, all elements of the product must come from one manufacturer. Any product that requires elements from multiple manufacturers or different factories must be built as a special product. The Product Master window pulls information from the Comsense catalog database for your product options. If the selected options are not a valid configuration the Product Master window does not let you proceed.

Access Product Master

Go to Enterprise > Inventory/Purchasing > Product Master.

Build a Hardware Product

Building a hardware product allows you to apply catalog options to the off-the-shelf hardware product.

Create a Hardware Product

1. In the top toolbar, Click New.
2. Click Hardware.
3. In the Catalog Item Find window, enter at least one criteria to search the hardware product.
4. Click Find Now.

5. Select the hardware product.
6. Click Open.
   • The Hardware Worksheet window is displayed

Assign Catalog Options

1. In the top of the Hardware Worksheet window, fill in the empty fields
   • E.g. Finish, Width, Height, etc.

2. In the Unassigned Catalog Options pane, select any required options.

3. Click >.
   • The catalog options will move to the Assigned Catalog Options pane
4. Click OK.
5. Complete the Remaining Managed Product Details.

Build a Door or Frame Product

Door and frame products have different details and options but follow the same procedure. The example below demonstrates creating a door product. The windows for creating a frame product look slightly different.

Create a Door or Frame Product

1. In the top toolbar, click New.
2. Click Door or Frame.
3. In the Door or Frame Worksheet, fill in the details.

Add Preps, Parts, & Labor

1. In the Door or Frame Worksheet window, Click Prep/Part/Labor Picker.
   • The button next to the Preps field

2. In the Prep/Part/Labor Picker window's Available pane, Filter & Select a part or labor.

3. Click Add.
4. Fill in any prep/part/labor property values.

5. Click OK.
6. In the Door Worksheet window, click OK.
7. In the Product Master window, Complete the Remaining Managed Product Details.

Build a Part

1. In the top toolbar, Click New.
2. Click Part/Labor.
3. In the Prep/Part/Labor Picker window, Filter & Select a part.

4. Click Add.
   • The part line item will move to the Selected pane
5. Update any size requirements.

6. Click OK.
7. Complete the Remaining Managed Product Details.

Complete the Remaining Managed Product Details

The remaining managed product details are applicable to how you manage the product.

Fill In the Product Master Fields

The steps below list the minimum requirements for a managed product. Your managed product may require more detail. Refer to the Product Master Window article for more information on all the Product Master window fields.

1. In the Product Master window, select the product type.
   • Product items are reflected in inventory counts and inventory valuations
   • Expense items are not reflected in inventory counts or inventory valuation 

2. Add new warehouse(s), if required.
3. If the product is a stock item, select the warehouse.
4. Check the Stock Item.

5. Add new warehouse location(s), If required.
6. Fill in any other necessary information using the Product Master Window.
7. Click Save.

The managed product is now built.

Add Warehouses

If your product requires a different warehouse than the default, add a new warehouse.

1. In the Warehouse pane, right-click.
2. Click Add Warehouse.

3. In the Warehouse Find window, click Find Now.
4. Select the warehouse.

5. Click Open.

The warehouse is now available to apply warehouse dependent options in the Product tab, Cost tab, Sell tab, Usage tab, Warehouse Locations tab, Alternate tab, and Assembly tab. Click here to return to Fill In the Product Master Fields.

Add Warehouse Locations

If the product requires a different warehouse location than the default, add a new warehouse location. The Stock Item checkbox must be checked to add a new warehouse location.

Note: Ensure the correct warehouse is selected in the Warehouse pane before proceeding.

1. In the Warehouse Locations tab, right-click.
2. Click Add Warehouse Location.
   • A fillable line item is displayed

3. In the fillable line item, click the Find Warehouse Location.
   • The button next to the Warehouse Location field

4. In the Find Warehouse Location window, select the warehouse location.
5. Click Open.
   • The warehouse location defaults to the primary location

6. If the location is not the primary location, uncheck Primary.

The managed product now has a warehouse location in the warehouse. Click here to return to Fill In the Product Master Fields.