Every product must have a Product Type. Product types are used to classify similar products into specific categories (e.g., chemical, fuel, seed). They are used in other areas of agrē to make it easier to setup product sales and discounts. Product types also help you to search for products and filter product reports.
Product types can be combined into Product Groups (each Group can contain multiple Types) to allow more generic categorizing when searching for products and selecting products for reports.
Use the Manage Product Types window to add, edit, activate or deactivate, remove, and optionally set default GL accounts for each Type. Product types can also be added on the fly (for example, from Edit Product) as long as they do not required an External Code.
To save time when adding new products, you can associate default GL accounts to each product type so the account numbers don't need to be entered manually.
What you'll find:
Tip
Add or Edit all product types before clicking Save since saving also closes the window.
You can add product types in order to classify products of the same type into specific groups. You can subsequently combine multiple product types into a single Product Group.
To add a product type
* indicates a required field (other fields are optional)
Navigate to Inventory > Manage > Product Types.
The Manage Product Types window opens.
In the Description* column, enter a unique description for the product type (e.g., Seed).
Ensure the Active check box is selected.
Active is selected by default after the description has been entered.
In the Product Group column, select a Product Group.
In the External Code column enter an external code (if applicable).
External codes are required when interfacing with software external to your agrē database.
Check TKXS if this product type should be included in TKXS sales exports.
A checkmark will appear in the TKXS column of the Manage Product Types home form.
(leave unchecked to exclude from TKXS sales results)
Check Manufacturer Product Code is Mandatory if products of this type require a Manuf. Prod. Code.
Check Unit Type Identifier Required if products of this type require a Unit Identifier.
eg. is required by AgLink
Specify default GL Accounts to use when new products of this product type.
Select the default Sales, COGS (cost of goods sold), Inventory and Accrual GL accounts for this product type.
A checkmark will appear in the Default GL column of the Manage Product Types home form.
Individual Product Notes will not override Product Type Notes - both will be displayed in the same window.
Add any Popup Notes to be displayed when adding products of this type to customer Invoices (max 200 char), Loadout Tickets (max 200 char), Work Orders (max 200 char), and/or Location Transfers (max 200 char).
(product type popup notes do not have Expiry Dates)
Add any printed Printed Notes to be displayed on screen when adding customer Invoices (max 300 char), Loadout Tickets (max 1200 char), Work Orders (max 300 char), and/or Location Transfers (max 300 char).
Click Save.
Tip
Run: File > Exports > Data > Audit/Admin > Notes (Loc, Cust, Prod) data export to double check all notes in one place.
You can edit any of your existing product types at any time. You can also change the active status.
To edit a product type
Navigate to Inventory > Manage > Product Types.
The Manage Product Types window opens.
Make your changes.
Click Save.
When you add a product type, the default setting is active, but you can activate a product type that has been deactivated.
When a product type is deactivated, it is still associated with the products that are assigned to it, but you cannot use the it for new products or for sales and discounts.
To deactivate or activate a product type
Navigate to Inventory > Manage > Product Types.
The Manage Product Types window opens.
In the Active column, clear or set the Active check box as applicable.
Click Save.
Deleting product types removes them from the database. You cannot remove product types that are or have been in use (but you could deactivate them).
Note
If the Remove Product Type button is not available, the product type you selected is in use and cannot be removed. You could deactivate the product type instead.
To delete a product type
Navigate to Inventory > Manage > Product Types.
The Manage Product Types window opens.
In the Description column, select the product type to remove.
Click Delete.
Click Yes to confirm the removal.
The product type is removed.
Click Save.