Building a Managed Product

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

Environment: Comsense Enterprise

In this article:

Understanding 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.

Accessing Product Master

Enterprise > Inventory/Purchasing > Product Master

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Enterprise Navigation menu; shows the location of Inventory/Purchasing and Product Master.
Image 1: Enterprise Left-Hand Navigation Menu

Building a Hardware Product

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

Creating a Hardware Product

In the top toolbar:

  1. Click New
  2. Click Hardware

In the Catalog Item Find window:

  1. Enter at least one criteria to search the hardware product
  2. Click Find Now
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Catalog Item Find window; shows information in the filter line item and the location of the Find Now button.
Image 2: Catalog Item Find Search Criteria
  1. Select the hardware product
  2. Click Open
    • The Hardware Worksheet window will open
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Catalog Item Find window; shows a selected hardware product and the location of the Open button.
Image 3: Selected Catalog Item

Assigning Catalog Options

In the top of the Hardware Worksheet window:

  1. Fill in the empty fields
    • E.g. Finish, Width, Height, etc.
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Hardware Worksheet window; shows the location of the hardware fields.
Image 4: Hardware Worksheet Fields

In the Unassigned Catalog Options pane:

  1. Select any required options
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Hardware Worksheet window; shows a selected catalog option and the location of the Add button.
Image 5: Selected Catalog Options & Add Button
  1. Click >
    • The catalog options will move to the Assigned Catalog Options pane
  2. Click OK
  3. Complete the Remaining Managed Product Details

Building 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.

Creating a Door or Frame Product

In the top toolbar:

  1. Click New
  2. Click Door or Frame

In the Door or Frame Worksheet:

  1. Fill in the details
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Door Worksheet window; shows the filled in Door details.
Image 6: Door Worksheet Details

Adding Preps, Parts, & Labor

In the Door or Frame Worksheet window:

  1. Click Prep/Part/Labor Picker button
    • The button next to the Preps field
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Door Worksheet window; shows the location of the Preps/Parts/Labor Picker button.
Image 7: Prep/Part/Labor Picker Button

In the Prep/Part/Labor Picker window's Available pane:

  1. Filter & Select a part or labor
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Prep/Part/Labor Picker window; shows a selected prep and the location of the Add button.
Image 8: Selected Prep & Add Button
  1. Click Add
  2. Fill in any prep/part/labor property values
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Prep/Part/Labor Picker window; shows the filled in property values.
Image 9: Prep Property Value Fields
  1. Click OK

In the Door Worksheet window:

  1. Click OK

In the Product Master window:

  1. Complete the Remaining Managed Product Details

Building a Part

In the top toolbar:

  1. Click New
  2. Click Part/Labor

In the Prep/Part/Labor Picker window:

  1. Filter & Select a part
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Prep/Part/Labor Picker window; shows the filter data, a selected part, and the location of the Add button.
Image 10: Selected Part & Add Button
  1. Click Add
    • The part line item will move to the Selected pane
  2. Update any size requirements
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Prep/Part/Labor Picker window; shows the updated Width field.
Image 11: Width Field
  1. Click OK
  2. Complete the Remaining Managed Product Details

Completing the Remaining Managed Product Details

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

Filling 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.

In the Product Master window:

  1. 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 
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Product Master window; shows the Product Type drop-down menu.
Image 12: Product Type Drop-Down Menu
  1. Add new warehouse(s)
    • If required

If the product is a stock item:

  1. Select the warehouse
  2. Check the Stock Item checkbox
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Product Master window; shows a selected warehouse and a checked Stock Item checkbox.
Image 13: Selected Warehouse & Stock Item Checkbox
  1. Add new warehouse location(s)
    • If required
  2. Fill in any other necessary information using the Product Master Window article
  3. Click Save

The managed product is now built.

Adding Warehouses

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

In the Warehouse pane:

  1. Right-click
  2. Click Add Warehouse
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Product Master window; shows the Warehouse pane right-click menu and the location of Add Warehouse
Image 14: Warehouse Pane Right-Click Menu

In the Warehouse Find window:

  1. Click Find Now
  2. Select the warehouse
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Warehouse Find window; shows a selected warehouse and the location of the Open button.
Image 15: Selected Warehouse & Open Button
  1. 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 Filling In the Product Master Fields.

Adding 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.

In the Warehouse Locations tab:

  1. Right-click
  2. Click Add Warehouse Location
    • A fillable line item will appear
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Product Master window; shows the Warehouse Locations tab right-click menu.
Image 16: Warehouse Location Tab Right-Click Menu

In the fillable line item:

  1. Click the Find Warehouse Location button
    • The button next to the Warehouse Location field
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Product Master window; shows the location of the Warehouse Location button.
Image 17: Find Warehouse Location Button

In the Find Warehouse Location window:

  1. Select the warehouse location
  2. Click Open
    • The warehouse location defaults to the primary location
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Find Warehouse Location window; shows a selected warehouse location and the location of the Open button.
Image 18: Selected Warehouse Location & Open Button

If the location is not the primary location:

  1. Uncheck the Primary checkbox
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Product Master window; shows an unchecked Primary checkbox.
Image 19: Unchecked Primary Checkbox

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

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