Adding Purchase Products and Entering Costs

This article describes how to set up products that will be used in purchase orders, allocated to jobs or tracked in inventory – these are known as "purchase products" in JobTracker. Once the product has been used on a purchase order, job or inventory adjustment you can not change the unit of measure or remove attributes. You can always add new values to the "list of values" of an attribute such as a new color or model number.

1. Determine how you want to set up your products
   Read the Implementation Guide for Material Management
2. Add a purchase product
   1. Go to Purchasing > Edit Purchase Products.
   2. Click on and enter the product name, product line, unit of measure and attributes. (example: Name = Corian Sink, Product Line = Corian, Unit of Measure = Each).
      • To select an attribute that has already been set up, select the attribute name from the drop down list. If the product contains multiple attributes, select the name of the next attribute in the Attribute 2 field etc.
        
      • To set up a new attribute complete steps 1 and 2 below:
        1. In the Attribute 1 field, select <New Attribute> and type in a name (example: Corian Sink Model).
        2. In the List of Values field, type in the values (example: #802) Enter multiple values by typing each value on a new line. Hint: You can copy and paste a list from a spreadsheet or other electronic document.
           
      • If the product does not have any attributes just click OK
3. In the Product column, click on the name of the product you added and choose Edit Product "product name".
   
4. Click in the appropriate check-boxes to indicate if the product is taxable, if it will be tracked in inventory, if you will track serial numbers and if you plan to print labels. If you enter a value in "Round Est. Material Up To" it will be used as the rounding factor when material cost is estimated for a quote.
   
5. If the supplier of the product is not in JobTracker you will need to add the Supplier. (Purchasing > View Suppliers).
6. Add the product to a supplier's cost list by double-clicking on in the Supplier-Cost List column and selecting the Supplier-Cost List.
7. If you want to enter the product cost manually each time you create a purchase order you can skip the remaining steps.
8. Create cost groups (optional)
   (Note: To enter a cost for each product variant, click on (No Cost) in the Cost column and enter the cost. Otherwise, use one of the options below to create cost groups.)
   
   1. Click in the Cost Group column and select "Generate Cost Groups..."
      
   2. Select one or more cost list, select the attribute(s) you want to base the cost groups on (example: Corian Sink Model). JobTracker will generate a cost group for each attribute value (or each combination of attribute values if more than one attribute is selected).
      
   3. Click on (No Cost) in the Cost column and enter the cost.
   4. If you have exceptions or want to create your own cost groups, follow the steps below:
      1. Click in the Cost Group column and select "Edit Cost Groups for "cost list > product".
         
      2. Select the Product Variants you want to include in the same Cost Group and click
         
         (Example: Model #802 and #804 in Bisque are a special promotion.)
         
      3. Select a Cost Group or type in a name for a new one (example: Promo), select "Move selected rows" and click OK. The selected Product Variants are moved to the new Cost Group.
         
      4. Click on
         
      5. Click on (No Cost) in the Cost column and enter the cost.
         
      6. (Optional) To make a cost group inactive, in the Cost Group column, click on the name of the cost group and select Edit...
         
         Then click in the Inactive check-box.