New product information (Old invoice form)
New product information (New invoice form)
You can create or import a maximum of 2500 different products into the Sales Invoice product register.
- Select Products - By Code or Name
- Click the Create new product button
- Complete the product information
- Save the information with the Save as new button
New product information (Old invoice form)
Code
- The product is automatically numbered starting from one. However, the user can choose the starting code for product coding.
- When creating a new product, the next available number is automatically entered in the Code field. The same numbers should not be used.
- The code can contain letters or numbers.
- The code can be strictly numerical (1000, 2000...) or alphanumeric.
- The code must not contain special characters, such as asterisks (*).
- The product view in Sales Invoices is alphanumeric (e.g. 1, 10, 100, 2, 20...), so using codes of equal length allows the codes to be sorted in numerical order.
Name - Give the product a name. Sales invoices allow the same name to be given to multiple products, but a unique name makes it easier to select the product on the invoice and track the product on the report. On the report, products with the same name but different product codes are listed on separate lines, but the product codes are not included on the report, making it difficult to identify products with the same name.
Note! The maximum character limit for the product name is 70 characters. The product name is truncated in the XML data at the 70-character mark, but the full product name is printed on the invoice image (PDF).
Unit - Select the unit for the product from the drop-down menu. Only the units set in the settings will be displayed (Settings - General - Registers).
Price - Enter the price of the product.
- Gross price - If the gross price option is selected (indicated by a checkmark), the amount entered in the Price field is the gross price (including VAT). If the gross price option is not selected (no checkmark), the amount entered in the Price field is the net price (excluding VAT).
- Recommended price - When this option is selected, the amount entered in the Price field is only a recommended price and can be changed on the invoice. If this option is not selected, the price cannot be changed on the invoice.
VAT code (default) - Select the VAT code used for the product from the drop-down menu.
VAT % (default) - The percentage field is filled based on the VAT code.
Product group - Select the group to which the product belongs from the drop-down menu. Only the product groups set in the settings will be displayed (Settings - General - Registers).
Sales account - The field is automatically filled based on the settings. If necessary, the sales account can be changed for the product from the drop-down menu. Note! If the general settings only allow the accounting firm to modify the sales account, the invoicer cannot change the sales account (Settings - General - Permissions).
New product information (New invoice form)
When using the new invoice form for sales invoices, the following product-specific settings are also available:
Description - Default description for the product.
Accounting objects (e.g. Cost Center, Project) - Default accounting objects can be defined for the product. Accounting objects must be defined first in Settings - Accounting objects and Settings - General - Invoice data.