The Add Product page is your starting point for entering a new finished product into BatchEdge. This page allows you to set up product details, define its raw material consumption (BOM), specify any non-inventory costs, and even manage production stages. Below you’ll find a detailed explanation of each section on the page and tips to help you complete the form accurately.
1. Product Information
This section collects the basic details of your finished product.
Product Name
- Field: Name
- What to Enter: The full name of the product (e.g., "Premium Soap").
- Tip: Use a descriptive name so that it is easily identifiable in reports and orders.
- Help: An info icon next to the label provides a tooltip with guidance on the maximum length and example.
Product Code
- Field: Code
- What to Enter: A unique product code. This field is automatically generated (e.g., "FP-000001") but you can edit it if needed.
- Tip: Ensure the code is unique so that you can easily reference this product later.
- Help: The tooltip explains the auto-generation and its editable nature.
Category
- Field: Category
- What to Enter: Select the product’s category from the dropdown list.
- Tip: Categories help group similar products together for better organization and reporting.
- Help: Hover over the info icon to see a brief explanation.
Unit
- Field: Unit
- What to Enter: Select the measurement unit for the product (e.g., Kilogram, Litre).
- Tip: The unit selected here is used in cost calculations and inventory tracking.
- Help: An info icon provides additional context.
Stock Method
- Field: Stock Method
- What to Enter: Choose how the product’s stock will be managed. Options include:
- None: No specific stock management.
- FIFO: First In, First Out.
- Batch Control: Manage by production batches.
- FEFO: First Expired, First Out.
- Tip: Select the method that best fits your product’s inventory needs.
- Help: A tooltip explains each option briefly.
2. Raw Material Consumption Cost (BoM)
This section is designed to capture the cost details associated with the raw materials used to manufacture the product. It typically includes:
Selecting Raw Materials
- Field: Raw Material
- What to Do: Choose from the available raw materials that will be used to create the product. Only materials with sufficient stock are shown.
- Tip: Hover over the info icon to review instructions and examples.
Raw Material Purchase Details
- Unit Price: Enter the cost per unit for the selected raw material. This value may differ based on purchase and consumption units.
- Consumption: Enter the quantity of the raw material that will be consumed for this product.
- Total Cost: This field is auto-calculated based on the unit price and the quantity consumed.
- Tip: Verify that the correct units and cost details appear before proceeding.
Total Raw Material Cost
- Field: Total Raw Material Cost
- What It Does: Displays the cumulative cost of all raw materials used (auto-calculated).
- Tip: This field updates automatically; review it to ensure it reflects your input data.
3. Non-Inventory Cost
If there are costs associated with non-inventory items (for example, certain packaging materials or additives not tracked in inventory), use this section.
- Non-Inventory Item: Select an applicable item.
- Cost: Enter the cost for the selected non-inventory item.
- Total Non-Inventory Cost: This value is auto-calculated based on the items entered.
- Tip: Use tooltips to view examples and further explanations.
4. Final Cost Calculations
This section summarizes the cost information and allows you to input a desired profit margin.
- Total Cost: The combined cost of raw materials and non-inventory items (auto-calculated).
- Profit Margin (%): Enter the profit margin percentage you wish to achieve. This figure is used to calculate the final sale price.
- Sale Price: The final sale price is auto-calculated based on total cost and profit margin.
- Tip: Review the calculated sale price to ensure it meets your business requirements.
5. Manufacture Stages
The production stages section lets you define the various phases required to manufacture the product. This includes:
- Production Stage: Select the stage (e.g., Mixing, Molding, Packaging).
- Required Time: Enter the time required for the stage in months, days, hours, and minutes.
- Drag and Drop: You can rearrange the stages by dragging the rows (use the move icon) to reflect the correct order of operations.
- Total Time: At the bottom, a summary displays the cumulative time required across all stages.
- Tip: Ensure that the time inputs are realistic and reflect your actual production process.
6. Tax Information
If tax collection is enabled, you will need to enter the applicable tax rates.
- Tax Fields: For each applicable tax, enter the percentage rate.
- Tip: The form will auto-fill some default values. Verify these and adjust if necessary.
7. Saving Your Product
After completing all sections, review your entries. When you’re ready, click the "Submit" button to save the new product. If you need to go back without saving, click the "Back" button to return to the product listing.
Additional Tips
- Tooltips: Hover over the info icons next to each label for more detailed instructions and examples.
- Field Validation: Fields marked with an asterisk (*) are required. Ensure all required fields are filled out correctly.
- Auto-Calculated Fields: Some fields, such as total costs and sale price, are auto-calculated. Double-check these numbers to ensure accuracy.
- Editing and Duplicating: If you need to update an existing product or duplicate a product entry, the same form is used with pre-filled values for ease of editing.
This detailed guide should help you navigate and effectively use the Add Product page in BatchEdge. With clear instructions and helpful tooltips, you can confidently enter product data, calculate costs, and manage production stages to optimize your manufacturing processes.
If you have any questions or need further assistance, please refer to our support resources or contact our help desk.