Products in agrē are classified as:

inventory products like fertilizer or chemical (things you can count)

non-inventory products like custom application and delivery

Inventory products are the kind you count.

To add a product, there are nine tabs of information that can be filled in; however, information on all tabs is not required and can be completed as required.

What you'll find:

Product tab: Used to enter a product’s code*, description*, type*, project, manufacturer information, associated GL accounts*, details, and characteristics.

Units tab: Used to enter a product’s units* and prices.

Inventory tab: Used to enter a product’s supplier information, programs, and location specific details (including estimated cost).

Notes tab: Used to document any product information you want that appears on screen and/or prints on related reports.

Associated Products tab: Used to add other products associated with the main product (i.e., products that are different than the main product entered on the Product tab). These other products are often purchased at the same time as the main product being added.

Blending tab: Used to specify a product’s density and nutrient requirements if it is a blendable product.

Manufacturing tab:  Used to add the raw products that create the main product if it’s manufactured.

Dangerous Goods tab: Used to enter a product’s dangerous goods information, such as its primary class and control temperature, if it is classified as a dangerous good.

Regulations tab: Used to enter a product’s regulations, such as information that must be printed on reports (as required by the Fertilizer Act) and required permits, if applicable.

Grower Central tab: Used to set exceptions when displayed (or not) on the products page of Grower Central.

* required field

When you are finished adding the required product information, click Save.

Product Tab

To complete the Product tab
* indicates a required field

Navigate to Inventory > Manage > Products.
The Product Search window is available.

Click Search.
The Product Search window closes and the Manage Products window is available.

Click Add.
The Add Product window opens.

Click the Product tab.
The Product tab is selected by default.

In the Product Code* box, enter a unique code for the product.
Each product requires a unique code for future tracking.

In the Description* box, enter a unique description for the product.
This description appears anywhere that you select or view the product and in all related reports.

In the Short Desc box, enter a shorter product description (maximum 20 characters).
If your products have long Descriptions that don't fit on your reports, you can customize your reports to display the Short Description instead.

In the Alt Product Desc box, enter an alternate product description for the product (maximum 60 characters; used for searching only).
This could be a nickname, or an old name after a rebrand/name change, or any name you would Quick Search.

In the Product Type* box, enter a product type that the product belongs to.

In the UPC Code box, enter the product’s unique UPC code.

If a product has more than UPC code, select the [...] ellipsis button.
The UPC Codes window opens.

Primary Unit - defaults to null, but can be changed. (Main Unit Type will be used if no unit is selected)

Enter up to 4 more primary unit UPC Codes

Alternate Unit - select a unit type (this can be the same as the primary units if you need more than 5 UPC codes).
e.g. UPCs 1-5 are associated to a case of oil (main unit), UPCs 6-7 are associated to just one jug; when scanning items (as when adding them to a POS Invoice) the unit type and price default to match the UPC scanned.

Enter up to 2 alternate unit UPC Codes

Select Save.
The UPC Codes window closes.

In the Default Project box, enter a project that you want the product to be associated with.

When you associate the product with an active project, the revenue and cost of goods sold postings are also associated with the project.

In the Manufacturer box, enter the manufacturer’s name.
(manufacturer is also used to filter products for external reporting)

Click [...] to specify a Secondary Manufacturer to be included in external reporting (options in the dropdowns are set by manufacturer). 
e.g. for treated seed, where the seed is from one manufacturer, and the seed treatment is from another, and sales of both need to be reported

In the Manufacturer Prod. Code box, enter the manufacturer’s code for this product.
(can be optional or mandatory)

In the GL Account-Sales* box, enter a GL account for this product’s sales to be posted to.

In the GL Account- COGS* box, enter a GL account for this product’s cost of goods sold to be posted to.

In the GL Account- Inventory* box, enter a GL account for this product’s inventory values to be posted to.
Postings occur when this product is moved in or moved out of your inventory.

In the GL Account- Inv. Accrual* box, enter a GL account for this product’s unbilled inventory values to be posted to.
Postings occur when this product is moved in or moved out of your inventory but its actual cost is not known. When the actual cost is known, postings are made to the inventory GL account. See Costing Overview

(config C) Check Discount to flag this as an invoice Discount Product.
(optional) Enter a default Discount % (e.g. 15 for 15% discount) or leave blank to be reminded to enter discount % on invoice. 

Select the Inventory Item? check box if you want this product to be included in your inventory (i.e., an inventory item).
The Inventory Item? check box is selected by default. If you clear the Inventory Item? check box, the GL Account- COGS, GL Account- Inventory, and GL Account- Inv. Accrual boxes are unavailable. Once the product is in use, you cannot clear this check box.

Select the Returnable? check box if you want products to be able to return this product.
The Returnable? check box is selected by default.

Select the Blendable? check box if you want this product to be blendable.

Select Prohibit Purchase? if you want to prevent the product from being added to Loadout Tickets and Invoices.
Example: a product has been recalled. It can no longer be sold to customers but there is remaining quantity on hand which prevents the product from being deactivated immediately.

Select the Manufactured? check box if you manufacture this product.

Check Exclude from AgCollect Export if the activity of this product does not need to be reported to AgCollect.
(not applicable to other manufacturer reporting)

Select the Overrideable Sales Account? check box if this is a "miscellaneous" non-inventory product that will be used to post to multiple Sales GLs.
When the product is added to an invoice, you'll be able to override the default Sales GL and select to which sales GL the dollars will be posted.
Tip  Consider adding a popup note for invoices to remind you to change the GL.

Check the Omit From Sales Reports if sales of this product should be excluded from sales reports and exports.

List of Omitted Reports, Exports, and ApplicationsList of Omitted Reports, Exports, and Applications

Check Exclude from Group Discounts if this product is not eligible for discounts from customer Discount Groups. 

Check Lot Number Required to require Lot#s on transactions before they can be saved.

enforced on: Inventory Receipts, Loadout Tickets, Invoices, Location Transfers

not included: items added by association (associated products), AutoBill Invoices, Split-off Invoices (if picked up on a LOT), POS Invoices (must switch to full invoice), Invoice Bill and Hold product rows, Blends/Additional Products in Blends, Inventory Adjustments, Manual Counts, Manufacturing (raw products), AP transactions, Grain transactions, Agronomy transactions

Check Exclude From Invoice Discounts? if the sales of this product is not eligible for AR invoice product discounts.

In the Characteristics box, enter a characteristic that describes the product.
The product can have multiple characteristics.
Click Add to add a new characteristic.
You can add multiple products to a characteristic at the same time from Manage Product Characteristics.
To remove a characteristic from the account, select the characteristic and click Remove.

Units Tab

You can add multiple units for a product; however, the product can only have one main unit of measurement. If multiple units are specified for the product, conversion information is also required so that agrē can calculate the quantity of the product for any specified unit.

To complete the Units tab
* indicates a required field

Click the Units tab.

In the Units* box, enter a unit of measurement for the product.

Select the Main Units?* check box if this unit of measurement is also the main unit of measurement for the product.
If selected, “1.00” is automatically entered in the Conv. Factor to Main box (i.e., the number of units in one main unit of the product) but can be changed, and the status for the main unit is automatically set to Active.

In the Conv. Factor to Main box, enter the number of units equal to one main unit of the product.
For example, if the main unit of measurement for a bulk fertilizer is metric tonnes, then the conversion factor for a kilogram unit is 1,000 (1,000 kg is equal to one MT) and the conversion factor for a pound unit is 2204.6 (2204.6 lb is equal to one MT). Another example is a chemical product that is sold in cases and jugs. If the main unit of measurement is cases and there are 4 jugs in one case, then the conversion factor for a jug unit is 4 (4 jugs is equal to 1 case). Conversely, if the main unit of measurement is jugs, then the conversion factor for a case unit is 0.25 (0.25 cases is equal to 1 jug). If the Main Units? check box is selected for this unit, “1.00” is automatically entered in the box and the box is unavailable.

In the Company Retail Price box, enter the default price for the product.

In the Active? column, clear the Active? check boxes for the units you want to deactivate.
Active is selected by default after the unit has been entered. If the Main Units? check box is selected for this unit, the status is automatically set to active.

If AgLink is active in your database: select the Unit Identifier (can be optional or mandatory).
Click the question mark for more detailed information about unit identifiers. If you have questions, please contact AgLink.

Under Default Units, enter the default units to be used for this product for Invoices, Loadout Tickets, Work Orders, Location Transfers, Inventory Balances, Inventory Receipts/Purchase Orders, Manufacturing, Manual Counts, Inventory Adjustments, and Additional Products in Blends.
Only the units specified in the Units list are available to choose from. If you do not specify a unit, the Main Unit of measurement for the product is used.

Inventory Tab

You can enter a product’s manufacturer information, supplier information, programs, and location specific details (including estimated cost). While adding location specific details for a product, you can also specify early payment discount (EPD) rates for the product which override your standard EPD rates.

You may also want to read about:

Adding EPD (Early Payment Discount) Override Rates

To complete the Inventory tab
all fields are optional

Click the Inventory tab.

In the Shelf# column, select the shelf number for each location (or optionally at the <Company> level if all your retail locations have the same layout).

Click Add Shelf to add a new one on the fly.

In the Min On Hand column, enter the minimum amount of product that should always be available at the locations that own the product.

In the Max On Hand column, enter the maximum amount of product that should always be available at the locations that own the product.

In the EPD? column, select the EPD? check boxes for the locations that should receive an early payment discount for this product.
The EPD? check box default (i.e. whether the boxes are checked by default or not) can be configured at the company level.

In the Update Est With Last? column, select the Update Est With Last? check boxes for the locations that should use the last known cost of the product as the estimated cost (i.e., the cost of the item from when it was last moved into inventory, which is recorded on the Cost History Table).
The Update Est With Last? check box is selected by default.
- or -
In the Est Cost column, enter the estimated cost of the product.

Check Allow Negative Unit Cost if applicable (available for Inventory products only).
This is usually checked only for products used for rebates and discounts.

Supplier Product Code Mappings

Click Add Code Row to add a supplier code for this product.
The Add Supplier Product Code Mapping window opens. Each supplier can only be added once.

In the Supplier box, enter the supplier’s name.

(Config C) In the Supplier Product Code* box, enter the supplier’s code for this product.

In the Supplier Code Description box, enter the supplier’s unique description for this product.

In the Supplier Alternate Product Code box, enter the supplier’s code for an alternate product.
The supplier may provide an alternate product if this product is unavailable. When you receive the alternate product, if you search by the supplier code, it links to the alternate supplier product code (i.e., the supplier product code and alternate product code both link to your supplier product code).

In the Supplier Alternate Product UPC box, enter the supplier’s UPC code for an alternate product.
The supplier may provide an alternate product UPC if this product is unavailable. When you receive the alternate product, if you search by the supplier product UPC, it links to the alternate supplier product UPC (i.e., the supplier product UPC and alternate UPC both link to your supplier product UPC).

Click Update.
The Add Supplier Product Code Mapping window closes and the supplier and supplier product code appears in the Supplier Product Code Mappings list.

Product Programs

In the Programs box, enter a program that you want the product to be associated with (e.g., rebates).
The product can have multiple programs.

Adding Early Payment Discount Override Rates

While adding location specific details for a product, you can also use the Product EPD overrides window to specify early payment discount (EPD) rates for the product which override your standard EPD rates.

To add an EPD override rate

On the Inventory tab, click EPD Overrides.
The Product EPD Overrides window opens.

In the Override Discount Rate column, enter the discount percentages for the locations and EPD types that offer a discount.
The specified EPD rates for the product override your standard EPD rates.

Click Update.
The Product EPD Overrides window closes and the Add Product window is available.

Notes Tab

You can enter notes about the product that appear on screen and/or on printed reports. On screen notes (called popup notes) only appear as messages on related windows for the product (e.g., invoice notes appear on invoices when the product is added). Printed notes appear on printed reports for the product (e.g., invoice notes appear on Invoice reports).

Notes are limited to:

Popup Notes = max 200 characters

Printed Notes = max 600 characters

To complete the Notes tab

Click the Notes tab.

Under Popup Notes, enter notes for the product that should display on-screen.

[optional] Select Expiry Dates to for popup notes.
The Product Popup-Note Expiry Dates window opens.

Select Expires On and select the date(s) of expiry.
The date selected is the last date the note will display. After this date, the note will be expired and not shown.

Select Save when you're done.
The Product Popup-Note Expiry Dates window closes.
The expiry date(s) display on the Notes tab.

Under Printed Notes, enter notes for the product that should print on corresponding reports.

Associated Products Tab

If the product you are adding has other products associated with it, you can add them as well (i.e., products that are different than the main product entered on the Product tab). These other products are often purchased at the same time as the main product being added. When the main product is added to work orders and/or invoices, a message appears indicating that the product has associated products, and agrē offers to add them.

e.g. a chemical that is sold by the drum has an associated product of a drum deposit; when adding the chemical to a loadout ticket, agrē reminds you about the drum deposit and asks if you'd like to add it to the loadout ticket too

I want to read the white paper (with lots of screenshots) on Associated Products (you'll need Adobe Acrobat to read it).

To complete the Associated Products tab

Click the Associated Products tab.

Click Add.
The Add Associated Product Row window opens.

In the Product box, enter the product’s name.
Click Find to search for a specific product.

In the Units box, optionally change the unit of measurement for the associated product.
The default unit, which is either the main units or the preferred units for the product, is selected by default.

In the Quantity box, enter the quantity of the associated product that should be added when one unit of the main product is added.

In the Offer Associated Products section:

Select on which document Types you want the Associated Product suggested.

Indicate if the Associated Product should be suggested to All Customers, or only to those with a particular Customer Characteristic.

Indicate if the Associated Product is Mandatory.
Mandatory products are added automatically (but the product row can be removed if not needed).

Indicate that you want to Copy Field(s) from Source Product if you want the associated product to be distributed on the fly to the same farm field as the "parent" product.
(the field can be changed or removed after the product has been added)

Indicate Don't prepay on Invoice if the associated product should not be flagged as prepaid even if the parent product is prepaid.
e.g. the box needs to be checked if you do not want a drum deposit to be prepaid even if the chemical it contains is prepaid
(otherwise the prepayment flag of the associated product will match that of the parent product unless overridden by a work order)

Indicate if this associated product is a Deposit that should display on the Shelf Label report.

Click Update.
The Add Associated Product Row window closes and the associated product appears in the Associated Product list.

Blending Tab

You can specify the density and nutrient requirements for a blendable product. If you enter information on the Blending tab, the Blendable? check box is automatically selected on the Product tab.

To complete the Blending tab

Click the Blending tab.

In the Density box, enter the product’s density.

Select the ellipsis button [ ... ] to set Location-specific densities. 
Select Update when you're done entering the density values.
When blending, agrē will use the location density when available .

In the Controller Mapping Code box (visible and required only if you're using an automated blender that requires one), enter a code as specified in your automated blender documentation (if used, must be a whole number).

In the Nutrient box, enter a nutrient required in the product.

In the Percent box, enter the percentage of nutrient to use in the product for each nutrient.

Check Allow Custom Makeup on Crop Plan? if the product makeup is not static - for example, every batch of manure will likely have a different makeup.
Products with Custom Makeup are not designed to be run through a blender, so no need to check the Blendable? box on the Product tab.

Manufacturing Tab

You can add the raw products that create the main product if it’s manufactured. When you manufacture the product (Manufacture Product window), you can add or change the raw products.

If you enter information on the Manufacturing tab, the Manufactured? check box is automatically selected on the Product tab.

To complete the Manufacturing tab

Click the Manufacturing tab.

Click Add Raw Product Row.
The Add Raw Product For Manufacturing Row window opens.

In the Product box, enter a raw product required in the manufactured product.

In the Units box, optionally change the unit of measurement for the raw product.
The default unit, which is either the main units or the preferred units for the product, (set up in Manage Products) is selected by default.

For the quantity specify either:

the Quantity per Manufactured Product (the quantity of the raw product that should be used when one unit of the main product is manufactured). Negative quantities are not permitted.

the Total Quantity (the quantity used for an entire product run). Negative quantities are not permitted.

Any text entered as a Manufacturing Instruction Comment will appear on the Manufacturing Instructions Report.

Click Update.
The Add Raw Product For Manufacturing Row window closes and the raw product appears in the Raw Product list.

Dangerous Goods Tab

If you enter information on the Dangerous Goods tab, the Dangerous Good? check box is automatically selected on the Product tab.

Entering Dangerous Goods information is optional, but once you enter a Shipping Name other fields will be required.

To complete the Dangerous Goods tab
* indicates a required field (other fields are optional)

Select the Dangerous Goods tab.

Check the Dangerous Good? check box if this product is a dangerous good.
If selected, additional information is required on the Dangerous Goods tab.
If unselected, some information on the Dangerous goods tab is cleared (some remains for reporting of non-dangerous goods).

In the Shipping Name* box, enter the product’s shipping name (i.e., its common name - 150 char max).
For example, Decis 5 E.C.

In the Technical Name box, enter the product’s technical name (i.e., its scientific name).
For example, the technical name for Decis 5 E.C is Xylene, Deltamethrin.

In the Primary Class* box, enter the main classification for the product.
You cannot add or change the primary class list.

In the Subsidiary Class(es) box, enter a secondary classification that you want for the product.
You cannot add or change the Subsidiary Class(es) list.

In the Means of Containment box, enter the unit in which the product is contained.
If the unit you require is not listed, then add the unit required on the Units tab.

In the Packing Group* box, enter the packing group for the product.
Packing groups for products are determined by the Government of Canada, Department of Transportation. You cannot add or change the Packing Group list.

In the UN box, enter the product’s unique UN number, beginning with ‘UN’ and then the number.
For example, “UN1234” (no space between UN and the number).

In the Compatibility Group box, enter the compatibility group for the product.
Compatibility groups for products are determined by the Government of Canada, Department of Transportation. You cannot add or change the Compatibility Group list.

In the Units of Measure* box, enter the units of measurement used to express the quantity of the product, which must be in the International System of Units (SI or metric) on shipping documents prepared in Canada.

In the UoM Conversion Factor* box, enter the Units of Measure (SI or metric) equal to one main unit of the product.

In the Control Temperature box, enter the control temperature from the product’s SDS sheet.

In the Flash Point box, enter the flash point temperature from the product’s SDS sheet.

In the Emergency Response Plan # box, enter the number of the emergency response plan that was created for the product.
Each dangerous goods product requires an emergency response plan (i.e., the required steps to follow in case of an emergency). When you call the emergency phone number (set up in Manage Locations), the emergency response plan number is required.

Check the Heated Storage Required box if the product must be kept from freezing.

Fill in the NFC (National Fire Code), PCP# (from the federal Pest Control Products Act), the SDS Link (used to be known as MSDS) and the SDS Revision date.

In the Weight (KG per main unit) box, enter the weight in kilograms of 1 main unit. e.g. 2.1
(weight is displayed only on certain layouts)

Enter the Stack Height (metre), Stack Height (pallet), Eaches per Pallet, and Max Pile Size.

Add a Standard Acre Rate.

Regulations Tab

You can add a product’s regulations, such as required permits, if applicable.

To complete the Regulations tab

Click the Regulations tab.

In the Pesticide Details box, enter information about pesticides for this product.
This information is printed on shipping documents and product label reports.

In the Warning Text box, enter warning information for this product.
This information is printed on shipping documents and product label reports.

In the Other Cautions for Use box, enter additional cautionary information for this product.
This information is printed on shipping documents and product label reports.

In the Directions for Use box, enter procedural information (i.e., steps) about using this product safely.
This information is printed on shipping documents and product label reports.

In the Permits box, enter the permit that products require in order to purchase this product.
When selling this product, a warning message appears if a product does not have the required permit(s) specified. However, the sale is not prevented.

Grower Central Tab

Override Grower Central defaults for this product only.

To complete the Grower Central tab

Click the Grower Cenrtal tab.

From the Show in Grower Central dropdown, override the Grower Central Product Type Config.

Type a Web Title to override the Product Description.

Add Keywords/Search Terms to assist growers with searching.

A Web Description displays extra product details.

Show Current Price and Show Qty on Hand override the Grower Central Product Config settings.