How does Products works and how to use them (and why)
The product is a subject of the physical world, such as a "screw", "gasket", "plastic fence", "gearbox" or the like, which is not monitored at the unit, but product level.
The product differs from "Spot" precisely in that each Spot has its own individually monitored item in the service, while the products are only monitored in numbers. The products do not have a device card and are not subject to tasks, but are used for tasks or reservations, for example.
For example:
- Each "excavator" or "meter" is an unique equipment on its own ("Spot")
But:
- Excavator spare parts such as "gasket", "spring" or "track" are products that know how many pieces are in stock but have not been individually tracked, ie they are "Products"
Product categories
Product categories must be established for the products. Each product must have a category to which that product belongs. Product categories can be set up freely and have no hierarchy, but are all on the same level.
However, the hierarchy can be implemented by naming the categories according to the hierarchy of your choice, e.g.
A - Springs
A1 - Small springs
A2 - Large springs
Product categories are created in the "Product Categories" section of the "Products" view of the main menu. The only mandatory information is the name of the category, in addition to which it can be given a description. Once the first category is created, the first product can be created.
Product
The headings for which either / or
- Track product balances in different stocks
- Use these products for tasks (eg spare parts)
- Transfers products to booking destinations (projects, construction sites) for invoicing
When a product is set up, its mandatory fields are name and unique product ID. A unique product identifier can be, for example, a product code or other title by which it can be identified from all other products. The product category is mandatory information.
Other product fields are optional.
Price
The purchase price ("Buy Price") and sale prices ("Sell price") of a product are used to calculate costs both in connection with warehouse balances (warohouse transactions) and when the products are used for tasks.
The booking cost is used to calculate the cost when the product is transferred to the booking destination.
Using product as a Spare part on a task
If the product acts as a spare part for one or more Spots (machine, device), this connection can be made both from the view of the product and from the view of the devices in question. Linking can only be done between a spot and a product (not a folder and a product, for example).