Purpose: The Item Information tab contains the primary information about the product and is divided into five sections described below.
Launch Point: This tab can be launched from:
•Products → File Maintenance →
Example:
The above information will be seen on the tab for advertising, course sale, miscellaneous sales, and publication products.
The above information will be seen on the tab for self study products.
Note: The icon displayed on the Item Information tab relates to the Manage Documents routine.
Code, Name and Availability
Item Code: This is the key field used to reference the product in the system and must be unique.
Availability: The current availability status of the product. Default values are “currently available”, “no longer available”, and “temporarily unavailable”.
Item Description: The description of the product.
Certificate: Check the box if this item is a certificate. Note: This field is only seen in the self study products area.
Self Study Test: Check the box if this item is a self study test. Note: This field is only seen in the self study products area.
Member Only: Check the box if this item is only for members.
Price and Cost
Member Price: The price charged to members for this product.
Nonmember Price: The price charged to nonmembers for this product.
Promotional Price: A promotional price, if applicable, which is displayed during the entry of a sale for this product.
Vendor Cost: The price charged by the vendor for this product.
Shipping Cost: The shipping cost for this product.
Taxable: Is tax to be charged on this product.
Free Shipping: Is there free shipping on this product. Note: This field is only seen in the miscellaneous or self study products area.
Member Discount: The discount given to members for this product who are passport holders.
Nonmember Discount: The discount given to nonmembers for this product who are passport holders.
Accounting
GL Account: The income account for the product. Note: If the product is a self study item and if its income should be attributed to a different g/l account from what is set as the default self study income account in Assign General Ledger Account Numbers to System Functions, then list the income account here.
Company: This field is not related to formal accounting “companies” within the association, although it can be used that way, but instead as a broad grouping of your products. Many of the reports in the products module can be broken down by the product company. The list in this field is user-defined.
Division: A product division is a subset of a product company. Many of the reports in the products module can be broken down by the product division. The list in this field is user-defined.
Exclusions
Exclude from Web Site: If your website utilizes this field, check to exclude this product from being shown on your website.
Exclude from Web Sales: Your website can utilize this field to exclude products from areas of your website.
File Maintenance
Record Added/By: The date and user initials of when this record was originally entered into the system.
Record Updated/By: The date and user initials of when this record was last updated.
Watch the Products File Maintenance video: